The Client Accountant will be seeking to progress in their career and build on their experience in this role predominantly handling the accounts, advisory and management reporting for a number of SME, OMB and other clients.
The ideal Portfolio Accountant will have proven experience within a similar role and practical experience managing a portfolio and a team and will be looking for a rewarding but challenging position.
Client Accountant required to join this Medium sized very successful accountancy practice in the Accounts & Outsourcing team based in the Gerrard's cross-office.
This company illuminate their client's financial world.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
Building clarity and confidence in their mind and optimising every experience they have with them.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Hybrid working after 6 months A long established Commercial Broker in the Insurance industry are looking for a top drawer Commercial Insurance professional (YOU MUST have the relevant experience) for a role servicing an existing book of Commercial and Corporate clients and helping to bring in new ones.
The salary and package on offer are really solid.
You'll be driven, hardworking and business focussed, whilst keeping clients at the heart of your actions and help the team to achieve both renewal retention and growth rates.
We are seeking an immediately available Accountant with a very hands on approach to join our client initially on an interim basis with a view to permanent.
Working 2-3 days per, the client can be very flexible.
Duties will include
Undertaking statutory company audits, preparation of accounts and submitting to Companies House.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
General
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.