Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients.
About the Company
By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
They are currently looking for a Finance Assistant to join their existing Finance Team in a newly created role.
My client, an established company with a 60 year history of success, is a building design practice whose expertise spans many sectors,where the team of circa 50 work on a wide range of project types, including new build and refurbishments.
The Role
Responsible for supporting the Finance function across a broad range of finance-related tasks.
Reed Accountancy are delighted to be working with a well-established client in Newcastle who are seeking an experienced Treasury & Banking Assistant to join their team.
The role is a permanent, hybrid opportunity with fixed working hours of 08:30 am to 17:30 pm with a 1-hour lunch break.
Working in a fast-paced team your duties will include
Perform daily bank account downloads, payment processing, and reconciliation.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
Our client, a reputable financial planning practice in Gosforth is seeking a highly-motivated and organised Financial Planning Administrator to join their team.
The successful candidate will provide administrative support to a team of financial planners and paraplanners, ensuring that clients receive a high level of service and attention.
This is a full-time office-based role working in a friendly and supportive team environment, with opportunities for career growth.