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.
The Client Accountant will be seeking to progress in their career and build on their experience in this role predominantly handling the accounts, advisory and management reporting for a number of SME, OMB and other clients.
Client Accountant required to join this Medium sized very successful accountancy practice in the Accounts & Outsourcing team based in the Gerrard's cross-office.
The ideal Portfolio Accountant will have proven experience within a similar role and practical experience managing a portfolio and a team and will be looking for a rewarding but challenging position.
You will globally lead, manage and coordinate all product relevant activities of the indoor portfolio with special focus on the goal definition for the product portfolio, creation of solid product briefs and provision of level one interface to all relevant stakeholders concerning product related topics.
Primary responsibilities are to develop and lead the implementation of the product line strategy as part of the overall sustainable growth strategy of the brand within the Group.
General
Imperial Recruitment Group are delighted to announce that we are working exclusively with an international leading supplier of integral lighting solutions.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.