The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused Financial Planning Administrator as they expand their Adviser Support team:
Hybrid/Home Working: Majority office-based with ad-hoc flex to WFH as required
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
Hybrid/Home Working: Yes - Office-based initially with WFH flex thereafter
Barber McLelland are working in partnership with an award winning Corporate Finance Team, who, due to impressive growth and a strong pipeline of new project work are looking to recruit a newly or recently qualified ACA or ACCA accounting professional for the position of Corporate Finance Executive.
Sewell Wallis are currently supporting our client during an exciting period of change as they recruit a Financial Reporting Manager into their finance team.
Overseeing a small team, you'll be responsible for delivery of statutory reporting for the business.
You'll also be responsible for the delivery and accuracy of management accounts information pertaining to their areas of responsibility, in accordance with the internal reporting process, the annual external audit and the production of statutory financial statements.
You must have experience working in a financial planning administration or a pension administration role.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Rotherham.