They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
As a key member of our finance team, you will be involved in preparing, scrutinising, managing and analysing the financial data that helps the business make sound decisions.
Your role incorporates recurring and ad-hoc tasks to maintain the financial records of the company as well as ensuring compliance with all relevant financial governance and regulations, as well as internal policies and processes.
The position to cover a period of maternity leave and is for a 12-month fixed term.
Accounts Support Administrator - Independent Financial Advisors
Our client, a leading firm of Independent Financial Advisors offering impartial advice on financial matters, tailored to their client's needs, are looking to bring an Accounts Support Administrator to their team.
This unique position of Accounts Support Administrator, the ideal candidate will be responsible for a variety of duties.
A large plc with offices near Plymouth is recruiting a Financial Accountant to support a key accounting area focusing on best practice, process improvement and financial controls.
The company offers hybrid working of just 1 day office / 4 days home working.
The main responsibilities of the Financial Accountant include
Providing technical advice and support to the business.
Pertemps are looking for an experienced Financial Accountant to join the finance team of a large, successful retail business based at their Head Office in Plymouth.
Working along side the existing Overheads Manager and as part of the Overheads team, you will be responsible for overseeing a number of cost centres, ensuring that expenditure is recorded accurately and on a timely basis.
Day to day responsibilities will include the review of sensitive nominal codes, identifying CAPEX, prepayments and accruals.
As the Assistant Accountant, you will play a pivotal role in supporting the finance department with overseeing several budget areas, ensuring accurate and timely recording of expenditures.
Your responsibilities include meticulous management of financial records, analysing spending patterns, and identifying discrepancies.
Our client, a prominent organisation in the South West, is actively seeking a dynamic Assistant Accountant to join their expanding team in Plymouth, on a full-time, permanent basis.
As the Assistant Accountant you'll be an integral part of our client's finance function, working closely with the commercial finance manager to provide reporting and data support to the wider finance and marketing team.
We have an opportunity for you to join a growing market leader, covering their financial reporting, forecasting and systems as part of their commercial finance team.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Plymouth, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
I am looking for a Finance Assistant and Administrator to join a strong, well established and dedicated Finance Team.
This role is integral to the smooth operation of the business, ensuring the accurate handling of income and expenditure, and contributing to the wider improvement of key business strategies.
Are you seeking a new, and unique opportunity in a lovely small, busy office.