Financial Co-ordinator/Accounts Manager - Financial Advice Business - Offices in Folkestone - Salary is negotiable
My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. The business has c.20 staff and they offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £200k - £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes.
They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service. The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of support staff across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Financial Co-Ordinator to assist their current incumbent who is managing all accounting affairs for the business. You will work very closely with the exiting Financial Co-ordinator and take on a portion of the accounting responsibilities as the business grows through recommendation and referral. The business is taking on more staff so they need to recruit another accounting professional. Experience in a wealth management business or financial services business would be highly advantageous but a solid track record of accounting and work closely with the Directors of a business is vital. Your duties will include but are not limited to:
- Regular bank and income reconciliation
- Completing the Month-End process
- Managing Accounts using SAGE
- Preparing quarterly introducer payments
- Issuing client invoices
- Preparing invoices for payment
- Handling various regulatory returns
- Reconciling client fee income
- Ordering stationery and supplies
- Managing utilities
- Various HR responsibilities
- Taking on confidential ad hoc tasks for the Directors
- Helping with the administration of client portfolio reviews
Salary for this role is negotiable based upon your experience, but you will benefit from 25 days annual leave, plus bank holidays and a full benefits package ad the role will be office based in Folkestone.
If this role sounds of interest or any other roles I am working on please get in touch.