NLB Solutions are working with a financial services business in the search for a new Reconciliations Manager for our client.
The Reconciliations Manager will be responsible for internal client money reconciliations, financial reporting to our client companies, CASS operational oversight of client money accounts and the associated processes and financial controls.
The role requires management of the reconciliations team to control and manage day to day client money activities.
Basic Up to £75k Package Paraplanning Full client portfolio
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
As Finance Manager, you will be responsible for management and financial reporting for this growing financial services business whilst leading a small team with responsibilities including:
Review and submission of monthly management accounts
Prepare draft statutory accounts with disclosure notes for review
Our client is based in the heart of St Albans and due to growth within the business they are looking for a Customer Service Admin support to join the team.