Requirements: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages, Life & Protection, Banking and possibly Insurance.
Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
Hybrid: Once through training & settled, there is some WFH flexibility
As Finance Assistant you will be a key player in managing financial transactions and delivering premium service to a diverse group of stakeholders.
Reed Accountancy are currently assisting a well established client in the Crawley area who are seeking a Finance Assistant to join their existing team.
This role is perfect for someone with meticulous attention to detail and a passion for financial health and compliance.
The Financial Assistant has attained a specific set of skills to help manage the financial administration of the business' clients, as well as a good organisational ability.
General
Working independently for large parts of the week, the role requires professionalism, accuracy and attention to detail.
They will be accountable for bookkeeping and financial administration of the business' obligations daily, monthly, quarterly and annually.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
We are seeking a diligent Finance Assistant to join our Burgess Hill based client.
The successful candidate will have a keen eye for detail and a passion for providing top-tier financial support.
This organisation is a well-established with a significant presence in the industry and are known for their commitment to delivering exceptional service to their clients.
As an Client services Administrator you will work closely with the team of Financial Advisers, to ensure efficient support and workflow to the companies clients and the wider team.
This is a refreshing position within Financial Planning as we are open to most backgrounds, as long as you have the right attitude; willing to learn, polite, organised, motivated, with fantastic attention to detail... the rest can be taught!
I am recruiting on behalf of a very successful, independently owned Financial Planning Firm and that are looking for an Administrator to expand the team due to their continued success.
My client an FMCG business in Chichester are looking for a finance assistant reporting into the financial controller to join their small friendly team.
The role will support the finance team with financial and administration roles.
This role will include transactional processing, credit control, stock reconciliation and payroll processing.