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.
Basic Up to £75k Package Paraplanning Full client portfolio
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Hertford.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Electrical, Data AV/IT and Fire & Security Contractors seek a Financial Manager for their Hertford office.
The Finance Manager has overall responsibility for the internal bookkeeping for all four of the group of companies and overseeing the role of the current Accounts Manager as outlined below.
Key Responsibilities
Overall responsibility for the internal bookkeeping for all four of the group of companies.
In addition, the successful candidate will be responsible for managing the accounts payable and receivable, as well as maintaining strong relationships with both colleagues and suppliers.
The Finance Assistant will be required to support the Finance team with all daily, weekly, monthly and annual finance tasks and procedures.
ROLE RESPONSIBILITIES
Day-to-day accounts payable duties ensuring entry of all purchase invoices/credit notes daily.
One of our Hetford based property sector clients require a Finance Assistant on a Temporary to Permanent basis to support the Finance team with all daily, weekly, monthly and annual finance tasks and procedures.
In addition, the successful candidate will be assisting with the accounts payable, maintaining strong relationships with both colleagues and suppliers.
ROLE RESPONSIBILITIES
Day-to-day accounts payable duties ensuring entry of all purchase invoices/credit notes daily.
As our Strategy Manager, you will be at the forefront of strategic innovation, shaping the future of our business growth.
You'll collaborate closely with our Chief Strategy Officer to craft visionary proposals that drive both client and company success.
Your role will be pivotal in leveraging both secondary and primary research to unearth insights, develop compelling narratives, and deliver actionable strategies.