Summary: As the Finance Assistant you will assist the Finance Lead and work with the wider finance team in the running, managing, processing and troubleshooting of accounts, payrolls, transactions and other finance-related tasks and queries.
Our client is a thriving and friendly tax practice established to provide individuals and small to medium sized businesses with high quality tax, accounting and financial planning advice.
They pride themselves on offering flexibility to our working hours and understand the importance of having a happy work-life balance.
Gleeson Recruitment Group are pleased to be exclusively working on this Finance Business Partner role based in Halesowen.
In this role you will play a crucial role in driving financial performance and supporting strategic initiatives specifically with the technical team.
You will work closely with senior leadership, providing insights and analysis to guide decision-making, optimise resource allocation, and drive business growth.
This is an excellent opportunity for either a self-employed financial adviser, that is looking for great overall support with branding, leads, back-office support, local professional introducers in the West Midlands and slick back-office systems.
Job Description
Recruit UK are recruiting for self-employed advisers to join a growing financial planning practice, based in the West Midlands.
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.