As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
As a Qualified Accountant, you will assume responsibility for a diverse portfolio of clients, comprising FRS 102(1a) and FRS 105 owner-managed companies.
Join a distinguished firm of Chartered Accountants in Caterham, boasting a rich heritage of over 45 years in guiding clients towards financial prosperity.
In response to sustained growth and evolving business demands, we seek a Qualified Accountant to fortify the team of seasoned professionals.
We have been awarded the Health Assessment Advisory Service contract for the Department for Work and Pensions (DWP) in South East England, London, and East Anglia.
This new service will launch in 2024 and will run for at least five years.
The Health Assessment Advisory Service arranges and carries out assessments for DWP.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
Developing first class internal and external financial reporting, in line with changes to financial reporting frameworks to meet our shareholder and other stakeholders needs.
Producing timely and accurate interim and annual consolidated financial statements, along with monthly management accounts and reporting.
Developing first class internal and external financial reporting, in line with changes to financial reporting frameworks to meet our shareholder and other stakeholders needs.