Financial Management Professional
4 days ago
We are seeking an experienced Finance Manager to join our team at Page Personnel Sales. As a key member of our finance team, you will be responsible for managing the day-to-day operations of the accounting team, ensuring the smooth delivery of financial services to our clients.
Key Responsibilities- Manage the accounting team, ensuring the timely completion of financial tasks and the maintenance of accurate financial records.
- Support the onboarding of new team members and provide ongoing training to ensure the team's skills and knowledge are up-to-date.
- Ensure the reconciliation of financial data between different technology platforms, ensuring all relevant data is accurately captured.
- Verify that the team is correctly invoicing clients for all costs paid on their behalf, ensuring applicable fees have been applied and relevant fields updated in the system.
- Engage with vendors to ensure the smooth operation of daily service delivery.
- Assist with escalations and queries from the expense management vendor.
- Hold and minute regular calls with the expense management vendor.
- Assist in the client's data acquisition process and resolve data integrity issues.
- Perform extensive data validation and quality assurance analysis within large data sets.
- Ensure all regulatory requirements are met.
- Attend implementation meetings for the onboarding of new clients.
- Assist and support the team with the review and delivery of monthly reporting for management and tax purposes.
- Advanced skills in Microsoft Office Excel are required.
- A competitive salary of £40k-£50k.
- Hybrid working arrangement, with 3 days of remote work per week after successful probation.
- A comprehensive benefits package, including holiday and pension.
- A supportive and dynamic work environment.
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Financial Adviser
3 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)Financial Divisions is seeking a highly skilled Senior Financial Adviser to manage an existing book of business from a retiring adviser. The ideal...
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Financial Adviser
3 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser Opportunity£60k - £80k basic salary plus attractive bonus and benefits packageManage client bank generating £250k in ongoing fees from retiring adviserOffices near Guildford (Surrey)Financial Divisions is seeking a highly skilled Senior Financial Adviser to manage an existing book of business from a retiring adviser. The ideal...
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Management Accounting Professional
3 weeks ago
Guildford, Surrey, United Kingdom No1 Legal and Professional Full timeJob Summary:We are seeking a highly skilled and experienced Financial Management Assistant to join our team at No1 Legal and Professional. As a key member of our finance department, you will be responsible for providing financial support to our clients and assisting in the management of their financial affairs.Key Responsibilities:Financial Analysis: Assist...
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Senior Financial Planner
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeJob Opportunity**Financial Divisions** is seeking a highly skilled and experienced **Senior Financial Planner** to join our team.**Key Responsibilities:**Manage a portfolio of high net worth clients generating £250,000 in ongoing fees.Provide holistic advisory services to families, retirees, and professionals.Develop and implement investment strategies to...
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Senior Financial Planner
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeJob Opportunity**Financial Divisions** is seeking a highly skilled and experienced **Senior Financial Planner** to join our team.**Key Responsibilities:**Manage a portfolio of high net worth clients generating £250,000 in ongoing fees.Provide holistic advisory services to families, retirees, and professionals.Develop and implement investment strategies to...
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Senior Financial Adviser
6 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.About the Role:Manage a portfolio of high net worth clients with...
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Senior Financial Adviser
5 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeSenior Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business generating £250k in ongoing fees.About the Role:Manage a portfolio of high net worth clients with...
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Senior Financial Planner
3 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Financial Divisions is seeking a seasoned Senior Financial Planner to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 5 years of solid advising experience, Chartered status, and the ability to work with HNW individuals. The role offers a hybrid working arrangement, attractive benefits...
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Senior Financial Planner
3 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Financial Divisions is seeking a seasoned Senior Financial Planner to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 5 years of solid advising experience, Chartered status, and the ability to work with HNW individuals. The role offers a hybrid working arrangement, attractive benefits...
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Lead Financial Project Manager
1 month ago
Guildford, Surrey, United Kingdom Vitae Financial Recruitment Full time £55,000 - £60,000Position: Lead Financial Project ManagerLocation: Hybrid Working ArrangementSalary: £55,000 - £60,000 per annum plus attractive benefits including a performance bonus of 20%Our client, a well-established and reputable organization known for its consistent growth, is seeking to recruit a highly skilled Financial Project Manager.This role offers a flexible...
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Senior Financial Planner
3 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Senior Financial Adviser OpportunityWe are seeking a highly experienced and skilled Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser, generating £250k in ongoing advice fees.Our company has a strong reputation for...
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Senior Financial Planner
3 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Senior Financial Adviser OpportunityWe are seeking a highly experienced and skilled Senior Financial Adviser to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser, generating £250k in ongoing advice fees.Our company has a strong reputation for...
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Financial Planner Vacancies
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeJob Description:Financial Planner VacanciesWe are seeking experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will work with clients from various backgrounds, including sports clubs across Surrey and Sussex, to provide holistic financial advice and guidance.Key Responsibilities:Provide whole-of-market advice on...
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Financial Planner Vacancies
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeJob Description:Financial Planner VacanciesWe are seeking experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will work with clients from various backgrounds, including sports clubs across Surrey and Sussex, to provide holistic financial advice and guidance.Key Responsibilities:Provide whole-of-market advice on...
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Senior Financial Adviser
6 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Financial Divisions is seeking a seasoned Senior Financial Adviser to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 3-5 years of solid advising experience, a Chartered status, and the ability to work with HNW individuals. The role offers a hybrid working arrangement, attractive benefits...
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Senior Financial Adviser
6 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Financial Divisions is seeking a seasoned Senior Financial Adviser to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 3-5 years of solid advising experience, a Chartered status, and the ability to work with HNW individuals. The role offers a hybrid working arrangement, attractive benefits...
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Senior Financial Planner
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeEstablished Financial Services Firm Seeks Experienced AdviserAbout the Role:We are a reputable financial services company, Financial Divisions, seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser,...
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Senior Financial Planner
2 weeks ago
Guildford, Surrey, United Kingdom Financial Divisions Full timeEstablished Financial Services Firm Seeks Experienced AdviserAbout the Role:We are a reputable financial services company, Financial Divisions, seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser,...
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Senior Financial Planner Opportunity
7 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Financial Divisions is seeking a Senior Financial Planner to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 3-5 years of solid advising experience, Chartered status, and the ability to work with HNW individuals. The role will be office-based with flexibility to work from home on occasion....
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Senior Financial Planner Opportunity
7 days ago
Guildford, Surrey, United Kingdom Financial Divisions Full time £60,000 - £80,000Financial Divisions is seeking a Senior Financial Planner to manage an existing book of business generating £250k in ongoing advice fees. The ideal candidate will have at least 3-5 years of solid advising experience, Chartered status, and the ability to work with HNW individuals. The role will be office-based with flexibility to work from home on occasion....