You will be talking to potential clients about their interest in Equity Release, Pensions or Mortgages.
The role consists of handling a mixture of Inbound and Outbound customer calls.
Once you feel the customer is engaged in the relevant product, you will use our conversational tool to qualify them and pass them to one of our advisors.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
We are seeking a Junior / Apprentice IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
You will ideally have a couple of years of Office Administration experience within any sector.
This is a role which would suit an experienced financial controller, a reporting manager or finance manager, or perhaps a senior financial accountant ready to take the next step.
Reed are delighted to be partnering with a Leeds based organisation to recruit for a technically skilled financial controller to work closely with their Finance Director.
Elevation Senior Finance are excited to be partnering with a key client based in Leeds who are looking to recruit an ambitious and experienced Finance Systems Manager into their established finance team.
Reporting to the Finance leadership team in a leading role focussed on best practise across Finance Systems and Reporting.
The role is a combination of day to day responsibilities for day to day management of the finance systems (Sage primarily) and a focus on leading projects to update, implement or transform the current systems in place.
Fantastic opportunity for an Accountant to join a mid-sized, modern, and growing firm of Accountants based in Garforth, Leeds.
With over 40 staff, you will have the opportunity to join an expanding team as an Accountant, that will enable you to connect with a wide range of individuals and grow your existing knowledge.
Established over 15 years' ago, this firm takes a modern approach to Accountancy with the utilization of technology to make their work and client contact succinct and efficient.
Ideal career move for a practice trained accountant to join an entrepreneurial group of companies operating in the retail and leisure sector.
You will work under an experienced ACA qualified FD and the the role involves working with the finance team to deliver monthly management accounts, management information and performance analysis whilst supporting the Board of Directors to make informed business decisions to maximise growth opportunities.
Due to an impending retirement, a rare and exciting opportunity has arisen to manage the finances of Sound Leisure.
In addition to manufacturing, the business has an operating division that supplies and services digital jukeboxes and background music systems within the UK commercial hospitality sector, and a children's play division that distributes and installs interactive play equipment into the NHS, hospitality and travel markets.
Established in 1978, Sound Leisure remains a diverse family business that is renowned for manufacturing a range of exclusive classic Jukeboxes that are installed into private and commercial properties worldwide.