Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
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.
On behalf of our client, Artis seeking a Senior Financial Accountant who will play a pivotal role in our finance department's growth and evolution.
This individual will not only handle the financial accounting tasks but will also be progressed for future leadership positions within the organisation.
A new role in the finance team due to expansion with my client, an established Insurance Company, it is great for someone with a good level of Excel, works with accuracy and enjoys working in a busy team, is keen to learn and get fully involved.
Monday to Friday 9am - 5pm
Responsibilities include
Dealing with Insurer account reconciliations, processing client refunds, liaising with Account handlers and insurers, assisting the wider finance team with administration and supporting tasks and assisting auditors as required for completion of the annual audit.