Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Liaison With: Customers, Council Officers and Councillors, Landlords, DWP, Enforcement Agents, External Collection Agencies, Other Local Authorities, Customer Representatives, Community & Voluntary Organisations, and Stakeholders.
Purpose of the Job
To effectively manage and recover sundry debtor invoice balances, ensuring efficient and appropriate debt recovery procedures are followed.
We have a rewarding opportunity for an experienced and enthusiastic finance professional to join the Capital Finance team as a Principal Accountant during an exciting period of change within the Client and Finance and Public Value services.
The Principal Accountant will play a key role in helping to support the team through change, ensuring a smooth adaption to the new finance system and processes being implemented in 2024.
The role is fixed until 30th June 2025 covering a secondment of the current postholder.
Posted by AMR - Specialist Property Recruiters • £23K/yr
We are currently seeking a motivated and enthusiastic Hybrid Agency Assistant to join a highly respected and long-established property agent in Exeter.
Are you looking for a challenging and rewarding role in the property industry?
With a competitive salary range of up to £23,000, this is an excellent opportunity to gain valuable experience and be part of a supportive and dynamic team.
Finance Assistant (Charity) - Exeter / Hybrid - Full time (4 days considered) - Circa £25,000 FTE
Trial Balance Consulting are delighted to have been re-engaged to assist a highly regarded Exeter based charity in their search for a Finance Assistant.
The position is offered on a permanent, full time basis with a 37.5 hour working week (Could be 4 days).
This role is critical in ensuring the efficient administration, billing, and recovery of Council Tax liabilities within the district.
Our client is seeking an experienced and skilled Council Tax and Recovery Officer to join their busy Council Tax Team for a 6-month placement, with the potential for extension.
You will work closely with the community to ensure accurate billing, resolve complex issues, and recover outstanding debts, all while maintaining high standards of customer service.
Trial Balance Consulting are delighted to have been re-engaged to assist a highly regarded Exeter based charity in their search for a Finance Assistant.
There is also scope for the successful candidate to negotiate a hybrid working pattern following completion of the probation period.
The position is offered on a permanent, part time basis with a 22.5 hour working week (ideally completed over 3 days).
£30,000 - £35,000 DOE Modern Work Environment Some Flexibility Company Benefits
Are you an experienced PA or Office Coordinator or similar looking for a fast paced, challenging but exciting opportunity where no two days are the same?
This is company are a family business within the manufacturing design and instillation industry.