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.
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.
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.
Xeinadin Group was established in 2019 when more than 100 successful, independent, business advisory, and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy.
General
Xeinadin Group - Top 20 Accountancy Firm - UK & Ireland
Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth.
Reed Financial Services are pleased to be representing a firm seeking to add a Platform Administrator to their growing team on a Hybrid working arrangement and a salary up to £25k per annum.
This role is pivotal in providing platform administration support to colleagues and customers, managing client transfers, and overseeing transactional processes.
Day to Day of the Role
Monitor internal and external mailboxes, managing queries through to completion.
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.
We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.
We are looking for a Qualified Trainee Mortgage and Protection Advisor to join us in Sutton-in-Ashfield working in our well known Bairstow Eves Estate Agency.
You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment.
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.
This is a full-time role to work office based in Sutton-In-Ashfield.
The purpose of the role will be to assist with the purchase and sales ledger and deal with any accounts administration needed.