Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
Acorn by Synergie is working with a Fuel Distributor company based in Caldicot who have been in business for over 50 years that are seeking an Accountant to replace a member of staff that is retiring to work within a small team.
The successful candidate will report directly to the Managing Director, this role is an integral part of the Finance / Administration team, and, a key function for the business.
To actively pursue the settlement of debts, as directed by the Finance Manager/Deputy Finance Manager/Office Manager, either by telephone, letter or personal visits taking care to adhere to accepted Social Care and Health practices and in accordance with the Debt Recovery Procedures.