We are seeking an immediately available Accountant with a very hands on approach to join our client initially on an interim basis with a view to permanent.
Working 2-3 days per, the client can be very flexible.
Duties will include
Undertaking statutory company audits, preparation of accounts and submitting to Companies House.
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.
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.
Client Accountant required to join this Medium sized very successful accountancy practice in the Accounts & Outsourcing team based in the Gerrard's cross-office.
You will be responsible for processing their weekly expenses and financial administration.
We have partnered with a well-established family run business in Buckinghamshire, who are looking for a methodical and detail-oriented individual to join their team.
This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.
You will be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow.
As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where additional support is needed.
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.