Develop,implement, modify, and document recordkeeping and accounting systems.
Prepare, examine or analyse accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Develop, maintain, and analyse budgets, preparing periodic reports that compare budgeted costs to actual costs.
The firm has over the years established a number of joint ventures with professional introducers eg accountants and solicitors to provide their clients with financial planning.
Due to continued growth, an excellent opportunity has arisen within a very well established and progressive firm of IFAs for an experienced financial adviser.
Due to impending retirement, an exceptional opportunity has arisen within a highly reputable IFA practice to service and develop an existing bank of high quality clients.
Your new company
With substantial assets under management, the company is continuing to grow offering excellent long term prospects.
This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis.
To undertake and oversee all elements of asset transfer processing.
Management Responsibilities
Providing leadership and direction to the Transfers Team, managing the team members on a day to day basis, ensuring performance measurement, development and training plans are in place.
Flexible working culture, good support provided to enable advisers to achieve high income levels.
Due to continued growth, a new and exciting opportunity has arisen within a very well established and progressive firm of IFAs for an experienced adviser.
Your new companyBased in Northwich your new company is a large successful niche business who requires an experienced Senior Credit Controller to be responsible for the UK Ledger on a Standalone basis and work as part of a wider European team.
Your new role
This exciting role is a Standalone based Credit Control position reportable into the Credit Manager and will be managing the UK ledger side of the business.