This individual will be responsible for providing excellent service to the Financial Planners by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum.
Elevation Accountancy and Finance are excited to be working alongside a fantastic business in the Kirby-in-Ashfield area as they look to recruit a Finance Assistant on a full time basis to cover a period of maternity leave however with the growth of the company there is definite potential for the role to go permanent.
To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:.
General
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.
This individual with Produce quality documents which provider clear information and advice to clients based on their financial needs and objectives.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add a Trainee Paraplanner to their growing team on a salary up to £28k per annum.
Reporting into the Finance Manager you will be responsible for Monthly Management Accounts, Budgeting, Cash Flow and Fixed Assets.
We are currently working with an organisation based in Huthwaite who are looking to recruit a Management Accountant into their finance team.
Applicants will ideally have experience of working in a Manufacturing or Construction industry and have strong Excel skills along with experience of process improvement and collaborative working.
My client is currently looking to recruit an Accounts Administrator on a temporary basis with the possibility of making the role permanent in the coming months.
The ideal person for this role will have worked in either purchase ledger or sales ledger in the past and be confident working on Sage Line 50 and Excel.
The purpose of the role will be to assist with the purchase and sales ledger and deal with any accounts administration needed.
Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team.
They have multiple offices across the UK and are a growing presence nationally.