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Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Providing technical support and recommendations to Financial Advisers Attending client and product provider meetings Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Processing new business to completion and updating and maintaining the back-office system. Liaising with the Compliance Manager, resolving compliance issues Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses. Interpreting information and statistical data About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: Previous experience working within an IFA business environment. Experience using platforms such as abrdn Wrap, Novia or Quilter is an advantage. Good written and verbal communication Excellent attention to detail Hours & Benefits: 37.5 hours per week 08.30am - 5pm Discretionary Bonus Hybrid Working Private Medical Pension Training and ongoing development Generous holiday allowance Are you interested in the Paraplanner role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: option 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
REED are exclusively recruiting an Accounts Payable Senior for a Health Care Provider, who offer essential services to both the Private sector and NHS. This position is offered on a HYBRID basis (2 days office based), full time hours reporting into the Bookkeeper working with fellow finance colleagues. Salary is competitive depending on experience. Accounts Payable Senior - Salary is competitive depending on experience Full Time, HYBRID Working Role To review and reconcile statements each month, working closely with both internal operational leads and suppliers to resolve any queries.? Paying correct fees to tight deadlines Reconcile and agree agency invoices Review supplier invoice portal, ensuring that all supplier invoices received have been registered and are posted to Xero. Review supplier accounts, resolve queries, obtain missing invoices, and reconcile to supplier statements periodically.? Ensure all invoices are posted to the purchase ledger efficiently and ready to be paid by their due date. Review, process and pay employee expense reimbursements monthly. Review, process and ensure the corporate credit cards are posted to Xero monthly.? Chase missing submissions and/or supporting receipts. Requirement Educated at A-level or equivalent qualifications in relevant subjects such as Accounting, Finance, or Business Administration Previous experience in an Accounts Payable Supervisor/Lead role Generalist experience in reconciling accounts, processing invoices, and managing supplier relationships Knowledge of relevant regulations and compliance requirements in relation to financial transactions Able to communicate confidently and effectively at all levels of the business Strong communication skills, both verbal and written, to effectively liaise with internal teams, clinicians, and suppliers. Ability to prioritise tasks and manage time effectively to meet tight deadlines. Benefits; 25 days paid holiday (increasing with service to 28 days) plus bank holidays A day off for your birthday Flexible working opportunities to suit your personal needs Opportunities to take part in charitable events Access to a Wellbeing portal and Employee Assistance Programme (EAP)
Our client is an established Chartered Accountancy firm based in the Wimborne area and as a result of growth they are looking to recruit an Accounts Admin Assistant to join their busy team. Reporting to the Accounts Manager, you will be involved in a wide range of bookkeeping and administrative duties to help support the team. Key duties will include: Preparation of client working paper files. Sorting financial documents. Liaising with clients to obtain & maintain accounting information. Updating financial ledgers Book-keeping activities for a wide range of clients Submission of finalised accounts and tax returns to Companies House & HMRC. Assisting the accounts team & liaising with the tax and payroll teams, as well as our partners. Basic company secretarial assistance. Identifying & proactively communicating advisory points to management. Working with other team members to develop & implement improved processes and services. Keeping up to date with any changes in accounting regulations. Suitable candidates Accounting/bookkeeping experience, ideally gained within an accountancy firm although someone keen with limited experience but good IT skills would be considered. Part qualified AAT or willingness to study Experience of accounting software e.g. Sage, Quickbooks, Iris but especially Xero Excellent IT skills - Excel and Word Good attention to detail Team player and able to interact in a friendly and professional manner with clients Benefits Flexible working (hybrid working available after training) Modern working environment Parking Pension 25 days bank hols Study support Fresh fruit and snacks Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
Office Support Team Lead - Wimborne - Up to 27,500 Are you an experienced Office Support Team Lead with excellent organisational and reception skills? Do you have previous experience working as a Senior Office Co-Ordinator managing a small team? If yes, then read on to see what's on offer! What you'll be doing: We're seeking a proactive Office Support Team Lead. This is an all-round position, combining the management of the office, Reception, as well as the clients. You will be comfortable building and developing relationships and the point of contact for external events. Diary Management, Monthly reviews, Supporting managers and operations staff. About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: Senior Office Co-Ordinator Administrator with line management experience. Excellent verbal and written communication skills Accuracy and attention to detail Strong planning and organisational skills Reception experience Management experience Hours & Benefits: 37.5 hours per week 08.30am - 5pm Discretionary Bonus Private Medical Pension Training and ongoing development Generous holiday allowance Are you interested in the Senior Office Co-ordinator role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: option 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
Refrigeration & Air Conditioning Engineer (Excellent Training) £36,000 - £43,000 Technical Training Career Progression Opportunities Company Vehicle Fuel Card Premium Overtime Holiday Pension Field-based role, covering Dorset and surrounding areas Are you an Engineer from a Refrigeration or Air Conditioning background, seeking a role where you will be invested in through ongoing technical training to develop your skillset, whilst benefiting from rare opportunities for long-term career progression alongside uncapped overtime at premium rates to enhance your earnings? On offer is the chance to drive your career forward in a position with excellent prospects, where you will benefit from the expertise of specialist experts and gain new skills as you work. This company are a highly stable and secure business, currently in a period of ongoing expansion due to a growing reputation for excellent standards of service amongst their loyal customer base. A family business at heart, they are seeking to expand their dynamic team of experts by hiring an additional Refrigeration or Air Conditioning Engineer to help them acclimatise to this increased demand for their work. This is an excellent opportunity for a Refrigeration or Air Conditioning Engineer to gain new skills and establish a long-term career as a valued member of a growing team. You will be responsible for either service, installation or both, of refrigeration and air conditioning systems in commercial environments, predominantly for local independent businesses. This role would suit a Refrigeration or Air Conditioning Engineer with an F-Gas accreditation, seeking a highly stable career, ongoing development opportunities and a great work-life balance. The Role: Will involve either servicing or installation of refrigeration and air conditioning systems All work based in a local patch, covering the Dorset area Work carried out in commercial environments The Candidate: Any Refrigeration or Air Conditioning background F-Gas Accredited Full UK Driving License Reference number: BBBH225724 To apply for this role or to be considered for further roles, please click "Apply Now" or contact Sam Weller at Rise Technical Recruitment. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.