They specialize in investing in, and providing comprehensive support services to, a diverse portfolio of start-up companies and smaller businesses looking to scale, primarily within the Recruitment Sector.
Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape.
This established and reputable local Accountants are seeking a skilled and knowledgeable Portfolio Manager to manage the smooth management of client accounts and supervising the accounting team.
Some of your duties will include
Managing a large portfolio of clients' accounts including sole traders, Partnerships and SME Limited Companies.
Managing client sales, purchase and nominal ledgers and reconciling at month-end to trial balance level.
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
We're delighted to be partnering with a leading social housing provider based in Buckinghamshire, who are currently recruiting for Financial Services Manager (Financial Controller) to join the team on a permanent basis.
What's on offer
The annual salary is £66,545.00 per annum.
The role is 37 hours per week with flexible working and with an excellent hybrid working set up.
ProTalent is thrilled to partner with a successful and well-established accountancy practice in the vibrant town of Leighton Buzzard to find an exceptional individual to join their team as an Accounts Manager.
Calling all numbers wizards!
Get ready for an exciting opportunity that will ignite your passion for accounting and take your career to new heights.
My client is a dynamic, fast forward-thinking Accountancy firm of the future and are currently looking for a Personal Tax Client Manager to support the Directors with managing a portfolio of Personal Tax clients.
The role offers good future career opportunities and development.
This role has the opportunity for a 30% Accounts split, if the candidate also has experience of FRS 105 / FRS 102 1A accounts.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Alexander Lloyd has an exciting opportunity for a Employee Benefits Account Manager to join a well-established firm offering a range of services and offerings to a portfolio of long-standing clients.
The Account Manager will also be responsible for researching the options available to the client and present these in a clear, concise and timely manner, with the aims of giving the client the best possible service and retaining their business with a view to advising on other products which may compliment the client's employee benefit offering, such as Group Income Protection, Group Life, Business Travel, International Private Medical Insurance and Group Dental Insurance
The main purpose of the role will be the relationship, administration, and development of a number of designated key accounts with a product focus on Private Medical Insurance.