Basic Up to £75k Package Paraplanning Full client portfolio
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
You'll be responsible for monitoring and progressing client campaigns, activity, requests, and end to end service management across your portfolio.
As our Client Services Manager you will understand your clients and their needs, inside out.
You'll ensure that effective and efficient services are delivered to contractual service level agreements and our solutions are fit for service, creating growth opportunities where possible and driving service improvement plan.
Due to retirement they are looking to recruit a new Accounts Manager on a full time basis (9-5pm) on a sole charge basis.
The right person will have a small company mentality and have a proven finance background as well as happy to get involved in HR administration and general adhoc PA duties.
Our client is a well established SME who have been trading for over 30 years locally within the construction industry.
Electrical, Data AV/IT and Fire & Security Contractors seek a Financial Manager for their Hertford office.
The Finance Manager has overall responsibility for the internal bookkeeping for all four of the group of companies and overseeing the role of the current Accounts Manager as outlined below.
Key Responsibilities
Overall responsibility for the internal bookkeeping for all four of the group of companies.