This IFA Client Support Associate job is available for experienced individuals keen to support Financial Advisers deliver excellent service to clients
As an IFA Client Support Associate, you will be actively supporting their busy Financial Advisors through carrying out high quality research and writing detailed reports.
This role would be perfect for someone with some understanding of accounting and perhaps experience of working in a finance team.
The Role
Working closely alongside other Officers and reporting into the Pension Finance Manager, your role will be to make sure the reconciliation and administration work in the finance functions of the Pension Fund are completed accurately and on time.
Supporting the Finance Manager, the role will liaise with key stakeholders like Actuaries, LGPS Scheme Employers and Auditors.
Ready to work locally and gain exposure to statutory accounts?
This part time role working 3 days, offers a diverse mix of responsibilities, including 35% bookkeeping, VAT, statutory accounts, and 35% management accounts for a varied portfolio of clients.
Join this established firm of chartered accountants in Weybridge .
Our client is a reputable and dynamic accountancy practice located in the heart of Weybridge.
With a focus on providing tailored financial solutions and strategic advice to a diverse client base, our client takes pride on delivering excellence in every aspect of their services.
We are thrilled to collaborate with this reputable accountancy firm situated in Weybridge.
Joining part of the dynamic team, you will play a key role in contributing to the firm's success and witnessing the realisation of its growth objectives.
Joining the team at this juncture promises an exhilarating opportunity, as the practice, though already well-established, is poised for significant expansion with ambitious growth plans in place.