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My client is an independent wealth planning company with offices in Basildon are looking to take on a Paraplanner. They provide local families, SME owners, accumulators, and high net worth retirees with comprehensive market financial guidance. They are looking to hire a Paraplanner because of their excellent expansion over the last few of years. The working atmosphere at this company is among the greatest of any employer. The group is hardworking, friendly, and diverse. With its current setup, they oversee clients' affairs with assets between £100k and £5 million. By dealing with expert introducers and getting recommendations and referrals, they naturally bring in new business. With a very high client retention rate and relationships dating back more than 20 years, the company prioritises providing outstanding customer service and satisfaction. They have a highly skilled group of pooled Paraplanners, Administrators and Trainee advisers, who are actively encouraged to advance and develop as professionals and individuals through continuing CPD and industry tests, provides assistance to the Advisers. As a Paraplanner you will be supporting a team of 2 Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" for report writing. You will be doing research, analysis and all preparatory work before the Advisers meet their clients for exploratory meetings or annual reviews. This role will suit a candidate who is either Level 4 qualified or a non-studier but is highly experienced. The business has plans to expand its Adviser team to and there will be plenty of growth in the support team so the desire to join an evolving business is vital with a good attitude, a willingness to learn. If this role sounds of interest or any other roles, I am working on please contact Sam at Financial Divisions
Asset Finance Processor We are currently recruiting an Asset Financial Processor to join our Global client based in Basildon on a rolling contract. This is a great opportunity to join an experienced small team in a well-established local company. You would be a diligent, enthusiastic, and confident individual with excellent attention to detail with ideally some knowledge and expertise within finance sector. The job role will include working within the servicing team who are responsible for reviewing contracts for asset finance business. You will be required to perform a wide range of duties which will include the following: Key Tasks: Accurately review and process documents in line with current finance industry regulations, company policies and procedures. Prioritise workload effectively to ensure documents are processed in line with set KPI's Effectively communicate and monitor errors in submissions of paperwork Ensure any concerns are appropriately escalated. Be aware of and respond to risks of financial fraud. Take responsibility to escalate concerns relating to potential fraud in accordance with current anti-fraud policies. Support Dealers / Area Sales Managers / Colleagues with Proposal and submissions Consistently review and recommend actions to improve service levels. Build quality relationships and establish good working relationships with dealers, suppliers and customers. Be aware of and understand the impact of economic, political and legislative change on the Company's business. Maintain a comprehensive understanding of the Company's products. Work closely with other Company departments to ensure that service standards to dealers and customers are not compromised. Competently use Microsoft Office Knowledge, Skills and Competencies: Experience and knowledge within an Asset Finance company performing new business servicing role interfacing with Dealers or Customers would be an advantage Understanding of the Sales and New Business processes Excellent written, numerical and well-developed analytical skills. Ability to work independently, take decisions appropriately and demonstrate practical application of knowledge. A flexible and supportive approach to colleagues. A self-starter with a positive mental attitude, enthusiasm, and willingness to take responsibility for own performance. High degree of attention to detail when processing deals Job Type: Full time, Rolling Contract Hours: Monday to Friday 8:30-17:00 (Can be flexible) Location: Basildon, Essex. Potential for hybrid working after full training is given. Salary: upto £39,000 PA If you feel you have all the skills and experience required for this position, please get in touch with us at One to One Personnel on or send us your CV to or
Financial Controller Basildon / Essex to £58,000 Bonus Benefits CV Screen is recruiting for a Financial Controller for a fantastic business within a turnover in the £5mn / £10mn range. You'll join a successful business of around 50 staff who were established over 25 years ago. ROLE DETAILS You will play a pivotal role in steering the financial strategy, ensuring sound financial management, and collaborating with various departments to improve company performance. REQUIRED SKILLS The Financial Controller will have most of the following experience: - Previous experience at FC or FD level - Experience of working for an SME (£5mn to £10mn) - Knowledge of SAGE - Any knowledge of working within a Printing / Signage / Graphics business would be useful. - CIMA / ACA or ACCA qualifications. SALARY: Basic salary up to £58,000 Benefits include: - Performance based bonus. - 25 days holiday, - Free car parking LOCATION Basildon / Essex Commute from Southend / Brentwood / Chelmsford / Billericay TO APPLY: Please send your CV to Sam Gillett at CV Screen in strict confidence or call Sam for more details. CV Screen is the Recruitment Agency managing this vacancy. ALTERNATE TITLES Senior Finance Manager FC Company Accountant Finance Director CV Screen Ltd acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the Privacy Policy which can be found on the CV Screen website. www.cvscreen.co.uk