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This is an excellent opportunity to join a growing and busy business, in a role which will grow and evolve over time. It is a newly created position and one where you will be responsible for assisting in the management of the finance team, as well as business partnering with various departments within the business, to drive efficiency and provide greater commercial insight. Key duties will include... Managing and motivating (as well as recruiting within) a relatively large finance team, including conducting 1-2-1s and appraisals Oversight of the production of management reports but also providing analysis and commercial insights Business Partnering with various stakeholders across the wider business The successful candidate will... Be CIMA, ACA or ACCA qualified Have managed a finance team/ department previously Have good rounded accounting experience, as well as ideally a working knowledge of Payroll Have excellent leadership skills and be capable of motivating and empowering a team Be comfortable and confident in driving improvements to systems/ processes Be available to start a new role in 1-2 months (desirable) In return, the successful candidate will receive... Free parking on-site 25 days' holiday Bank Holiday, with the option of buying more if wanted The option of hybrid-working (2-3 days from home) once settled in the role (though, please note, that from the start, we would be looking for this candidate to be on-site at least 4 times per week) An annual/ discretionary bonus Competitive pension Other great benefits too! It is worth noting that, though my client would like for someone to start sooner, for the perfect candidate, they would considering waiting for a 3 month notice period to be served and look to get a temp in to cover. If this position is of interest to you, then please do apply for the role immediately, as my client is looking to conduct initial Teams discussions right away! Harvey John recruitment is acting as an Employment Agency in relation to this vacancy.
Senior IFA Administrator £30,000 - £37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality' environment - working towards shared goals and supportive of each other with ad-hoc team socials and events. Diligent and 'on the ball' work ethic encouraged. A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more..... The Job: To provide technical administrative support to the Advisers of the Practice to ensure that relationships with their clients can be optimised and to efficiently process and record new business coming into the Practice. Potential for progression into more senior management over time if desired. Key duties and responsibilities: Provide high level technical and administrative support to the Practice Deal efficiently with queries from clients and third parties through effective communication via telephone and email Prepare files including compliance required documentation; research; illustrations, 'new business' suitability letters and supporting documentation Ensure that files are complete with all required client identification documentation and necessary application forms; maintaining client records on CRM system i.e. Salesforce. Process applications accurately through online systems and record the required management information. Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner. Work within your Administration Pod to ensure the annual servicing of clients is on track and recorded accurately; creating client meeting packs, writing review letters, updating the CRM system, booking in review meetings when required. Work effectively and proactively as part of the Administration Team to achieve agreed Pod business targets. Responsible for managing individual client casework assigned to you from start to finish, with ability to assist other team members at different stages when required. Responsible for more senior cases and assisting the junior administrators with technical queries as and when required. The Person: Must have previous financial services experience working within an IFA practice, industry qualifications would be ideal but not essential. Diligent, on the ball with a flexible approach to work and a genuine team player who takes pride in their work and passionate about doing a good job. The Benefits: 25 days holiday 8 days BH 1 extra day for your Birthday. Flexitime policy (10am - 3pm core office hours, flexibility to work when you want around these hours to suit your lifestyle (6.5 hours per day 30min unpaid lunch). Discretionary quarterly bonus scheme linked to performance of individuals and overall business performance. Accredited training and development programme (with payment reward structure). Personal Development Plan with regular 1:1 reviews for support with career and skills progression. Death in Service benefit. Health & Wellbeing Voucher Scheme.
Are you looking to start your career within Finance? Citadel Source are partnering exclusively alongside well-establishedclient in the South Bristol area to appoint a Temporary Finance Administrator. This temporary mat cover is expected to last for 6 months. However, for the right candidate, there might be a possibility for this role to be extended. About you You will have strong attention to detail, excellent organizational skills, and ability to prioritize tasks effectively. You must be able to accurately process information and be strong numerically, have strong Excel skill and ideally study towards AAT qualification. The role This entry-level position offers an excellent opportunity for individuals looking to kick-start their career in finance and gain valuable experience. As the Finance Administrator will support the finance department in various tasks such as processing and uploading invoices, data entry and assisting in the general reconciliations and ad hoc tasks of the accounts. What the client has to offer £ 11.50 per hour - £ 12.50 per hour Hybrid working policy after training. Parking on site