The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records.
We are seeking an experienced IFA Administrator to join our dynamic team.
I am partnering with a great company based in Newcastle-under-Lyme who are looking for a Group Financial Controller to manage finance teams within the group and work closely with the Finance Director.
Oversee the preparation of the company's financial accounts: Ensure that financial accounts are prepared accurately and presented to the board monthly, providing valuable insights into the company's financial performance.
On an exclusive basis, greenwellgleeson are recruiting for a Financial Controller - Finance Director Designate (within 12 months) position based in Stoke on Trent.
Working as part of a privately owned, growing SME Business, duties of the role will include:
The ideal candidate will be a reliable team player with a strong background in Paraplanning, preferably Level 4 qualified, and possessing a passion for financial services.
This role involves working 1-on-1 with one of our advisors to provide comprehensive Paraplanning support, handling tasks related to financial products, and maintaining accurate records.
We are seeking an experienced Paraplanner to join our dynamic team.
Our Stoke-on-Trent client are currently expanding their team and is looking for an experienced Finance Assistant to join them and help manage our accounts.
This is an exciting opportunity to be part of a dynamic and growing organisation, with a range of responsibilities that will keep you engaged and motivated every day.
Responsibilities
Take charge of the sales and purchase ledger, ensuring accurate and timely processing of transactions.