Job Summary: The Senior Financial Assistant has attained a specific set of skills and experience to help manage the financial administration of the business' clients, as well as a good organisational ability.
Working independently the role requires professionalism, accuracy and attention to detail.
They will be accountable for bookkeeping and financial administration of the business' obligations daily, monthly, quarterly and annually.
Job Summary: The Senior Financial Assistant has attained a specific set of skills and experience to help manage the financial administration of the business' clients, as well as a good organisational ability.
Working independently the role requires professionalism, accuracy and attention to detail.
They will be accountable for bookkeeping and financial administration of the business' obligations daily, monthly, quarterly and annually.
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
Robert Half Finance and Accounting are currently looking to recruit a Senior Finance Assistant to join a successful Professional Services Company located in Central Bristol.
Up to £30,000 plus excellent benefits
For the right person, the client is offering a very competitive:
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
A London-based single family office with varied interests is looking for a Senior Associate to assist the CEO and principal in overseeing the principal's personal and professional affairs and to oversee his investment portfolio.
The successful candidate will likely have previous Family Office experience and thus understand the need to be flexible (both in range of duties and working hours), autonomous and hard working.
The family office also provides support to a connected philanthropic foundation whose objective it is to empower communities, facilitate growth and create a sustainable impact across Africa.
We are recruiting for a Senior Financial Administrator one of our partnership businesses.
Salary £30k to £35k
They are a highly successful wealth management business based in Berkshire, a business dedicated to providing outstanding customer service to their 900 clients.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.