As Operations and Finance Coordinator, you will play a crucial role in supporting our team to ensure the smooth financial operations of our agency.
Your expertise in numbers, sales trends, and profit and loss accounts, combined with your mastery of Microsoft Excel, will be vital in maintaining accurate financial records, analysing data, and providing valuable insights to drive our business forward.
Responsibilities
All bookkeeping duties and management of financial documents, including invoices, purchase orders, and expense reports.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Commercial Mortgage Case manager with experience in Bridging finance, development Finance and Portfolio buy to let?
Are you looking to progress your career in an Award Winning tech focused Finance brokerage with a lively social team?
A multi-award winning, FCA-registered firm, NACFB and FIBA member, the brokerage has access to over 130 key partners from the high street, challenger banks, specialist lenders, family offices and HNWs.
Posted by Financial Divisions • £30K/yr to £35K/yr
Private client wealth management
Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function.
Altum Consulting is proud to be partnering with a well know Arts Institution to recruit a highly motivated Assistant Financial Accountant.
This is an excellent opportunity for candidates who are actively studying to build and develop their financial skills further within a vibrant, supportive, and friendly culture.
The role will include data analysis, stock reconciliation, leading on the preparation and submission of gift aid reclaims, maintaining the fixed asset register, and assisting with the implementation of process improvements.
Posted by Financial Divisions • £20K/yr to £25K/yr
An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibility for supporting the Finance Director and Revenue team in the day-to-day revenue management of their group of companies.
C £25,000 and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays
This will suit a talented individual who is numerate, displays an attention to detail, is confident with numbers and has a can-do attitude.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.