Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
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.
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.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
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.
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.
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