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
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.
Posted by Andy File Associates Limited • £35K/yr to £50K/yr
Are you a highly experienced, enthusiastic Financial Advisor located in South Yorkshire/ Derbyshire, are you seeking an employed job, working from our client's office in Sheffield.
They have an opportunity for someone to come on board and help develop their business, you would also take on some existing clients to provide an ongoing service.
Andy File Associates Limited are working as a recruitment agency on behalf of our client with regards this permanent vacancy.
Sewell Wallis are currently supporting our client during an exciting period of change as they recruit a Lead Financial Accountant 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.
Working closely with the Head of Financial Planning, this is an opportunity to play an important role in providing high level strategic advice and support to senior managers across the organisation.
This post leads the financial planning team and is responsible for the co-ordination, planning and delivery of the monthly management accounts process which supports the planning, budgeting and forecasting for the organisation.
We have an exciting opportunity for an experienced Finance Manager to lead a team and support senior management at a NHS organisation while it goes through a busy spell.