This Client Accountant role is a little different to your ordinary practice role.
As well as managing your own portfolio of clients, this opportunity provides the prospect of getting involved in business planning for the practice and networking for new clients.
This is an incredible career opportunity within a small, well-established practice based in Halesowen, offering unparalleled career progression.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
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 national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.