An enthusiastic Finance Manager is required for a fast growing international manufacturing business, which is a market leader within their niche field.
This is a brand new position that requires a Finance Manager to join their close knit team, reporting to the Finance Director.
With distribution all over the world, the company is fast growing.
As Finance Manager, you will be responsible for management and financial reporting for this growing financial services business whilst leading a small team with responsibilities including:
Review and submission of monthly management accounts
Prepare draft statutory accounts with disclosure notes for review
Basic Up to £75k Package Paraplanning Full client portfolio
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
My client is an independent financial advisory company that has established a solid reputation for offering clients in St Albans (Hertfordshire) the best guidance possible on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections.
This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.
The company employs ten people in total, including three Advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.
Vitae Financial Recruitment are proud to partner this market leader seeking an experienced Senior Financial Analyst / Finance Business Partner / Finance Manager to work within one of their fastest growing divisions.
The successful candidate will be confident to work collaboratively with other departments and will be responsible for completing the Daily Management Report ensuring distribution to all relevant parties.
They will also maintain the cash book records, manage treasury deposit investments, and take a lead role in producing the monthly management accounts.
They will also be responsible for the reconciliation of all bank accounts held by xxx utilising online banking services, supplier invoices and payments on Sage, client account movement against cashbook records (ensuing all receipts and payments are correctly recording), the funds held on segregated bank accounts (ensuring compliance with the FCA client Money Rules) and broker hedges trading.
Overseeing a portfolio of predominantly owner managed businesses.
General
Here at Every Step Recruitment, Finance & Accountancy, we are actively recruiting for a Client Manager on behalf of a highly successful Accountancy practice in St. Albans.
This is a full-time, permanent opportunity offering hybrid working.