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.
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.
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
Overview
The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
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.