My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
Assisting the Management Accountant in the preparation of month end management accounts and other regular financial performance reports.
General
The company is looking to recruit a highly motivated, focused and driven Finance Assistant who will be an integral member of the 8-strong finance team.
Our client is an award-winning architectural and heritage consultancy practice with a commitment to quality, innovation and diversity.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
Creation and dissemination of best-in-class management information integrating financial and non-financial data, with clear articulation of causal relationships and commercial consequences
Contribute to the development of strategy across all areas of the business with high quality financial analysis, applying professional judgement to commercial questions, and supporting decision-making
Full responsibility for the revenue forecasting cycle, working closely with revenue owners to deliver data-drive forecasts and targets
Reporting to the Financial Controller, the Finance Manager will be given the opportunity to blend technical, commercial and project based task in this well rounded role.
Atkinson Moss are delighted to be exclusively supporting an exciting Group entity based on the outskirts of Norwich in their search for a Finance Manager.
The company boast a strong trading record and exciting growth plans in the coming years.
Are you a motivated individual with a passion for finance and accounting?
Company: Top 30 Accountancy Practice
Our client, a prestigious Top 30 Accountancy Practice based in Norwich, is seeking an enthusiastic Audit and Accounts Trainee to join their dynamic team.