Financial Services Assistant

4 days ago


Newbury, United Kingdom KFS Recruitment Full time
IFA Support Role

We are working with a reputable IFA firm in Newbury to find a skilled professional to support their team.

The role will initially involve assisting the Paraplanner and Administrators, with a view to transitioning to 80% paraplanning after approximately 18 months.

Key Responsibilities:

  • Provide administrative services to existing and potential new customers
  • Ensure customers receive the best possible service by following company procedures
  • Process new business applications and liaise with clients and providers to ensure efficient and timely completion
  • Prepare and maintain client files
  • Research and provide product and provider information for advisers using appropriate tools and the Firm's Investment Process
  • Prepare client annual review reports and suitability reports in a compliant and timely manner

Requirements:

To be working towards the Level 4 Diploma qualification, with support offered by the firm

Benefits:

DIS (4 x salary), BUPA, 5% employer pension contributions



  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join our UK division. As a key member of our finance team, you will play a crucial role in supporting our controllership activities, including month-end close activity, financial reporting, and balance sheet account reconciliations.Key...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join our UK division. As a key member of our finance team, you will play a crucial role in supporting our controllership activities, including month-end close activity, financial reporting, and balance sheet account reconciliations.Key...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join our UK division. As a key member of our finance team, you will play a crucial role in supporting our controllership activities, including month-end close activity, financial reporting, and balance sheet account reconciliations.Key...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join our UK division. As a key member of our finance team, you will play a crucial role in supporting our controllership activities, including month-end close activity, financial reporting, and balance sheet account reconciliations.Key...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial Accountant Job DescriptionOrka Financial is currently recruiting for an Assistant Financial Accountant to join the UK division of an international group.Key Responsibilities:Support a range of controllership activities, including month-end close activity and financial reporting into Hyperion.Prepare balance sheet prepayments, accruals,...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial Accountant Job DescriptionOrka Financial is currently recruiting for an Assistant Financial Accountant to join the UK division of an international group.Key Responsibilities:Support a range of controllership activities, including month-end close activity and financial reporting into Hyperion.Prepare balance sheet prepayments, accruals,...


  • Newbury, United Kingdom Orka Financial Remote Work Freelance Full time

    Orka Financial is currently recruiting for an Assistant Financial Accountant to join the UK division of an international group. Reporting to the UK Finance Manager, the role will support a range of controllership activities including month end close activity, financial reporting into Hyperion, balance sheet account reconciliations. The role provides the key...

  • Financial Accountant

    2 weeks ago


    Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a skilled Assistant Financial Accountant to join its UK division. Reporting to the UK Finance Manager, this role will provide critical accounting support, ensuring the efficient and effective delivery of controllership activities.Key ResponsibilitiesSupport month-end close activities, ensuring timely...

  • Financial Accountant

    2 weeks ago


    Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a skilled Assistant Financial Accountant to join its UK division. Reporting to the UK Finance Manager, this role will provide critical accounting support, ensuring the efficient and effective delivery of controllership activities.Key ResponsibilitiesSupport month-end close activities, ensuring timely...

  • Financial Accountant

    20 hours ago


    Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join its UK division. Reporting to the UK Finance Manager, this role will provide critical accounting support, ensuring the efficient and effective delivery of controllership activities.Key ResponsibilitiesSupport month-end close activities, ensuring...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join its UK division. Reporting to the UK Finance Manager, this role will provide critical accounting support, ensuring the efficient and effective delivery of controllership activities.Key ResponsibilitiesSupport month-end close activities, ensuring...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a skilled Assistant Financial Accountant to join its UK division. Reporting to the UK Finance Manager, this role will provide critical accounting support, ensuring the efficient and effective delivery of controllership activities.Key ResponsibilitiesSupport month-end close activities, ensuring timely...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a skilled Assistant Financial Accountant to join its UK division. Reporting to the UK Finance Manager, this role will provide critical accounting support, ensuring the efficient and effective delivery of controllership activities.Key ResponsibilitiesSupport month-end close activities, ensuring timely...

  • Financial Accountant

    2 weeks ago


    Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join our UK division. As a key member of our finance team, you will provide critical accounting support, working closely with our UK Finance Manager to ensure the efficient and effective delivery of controllership activities.Key Responsibilities:Support...

  • Financial Accountant

    2 weeks ago


    Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Assistant Financial AccountantOrka Financial is seeking a highly skilled Assistant Financial Accountant to join our UK division. As a key member of our finance team, you will provide critical accounting support, working closely with our UK Finance Manager to ensure the efficient and effective delivery of controllership activities.Key Responsibilities:Support...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Financial Assistant RoleOrka Financial is partnering with a global business in Newbury to hire a skilled Finance Assistant who can effectively manage financial processes and contribute to the financial stability of the organisation.Key Responsibilities:Purchase Order Management: Raise purchase orders accurately in compliance with company policies and...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Financial Assistant RoleOrka Financial is partnering with a global business in Newbury to hire a skilled Finance Assistant who can effectively manage financial processes and contribute to the financial stability of the organisation.Key Responsibilities:Purchase Order Management: Raise purchase orders accurately in compliance with company policies and...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Finance Assistant Job DescriptionOrka Financial is partnering with a global business based in Newbury to hire a skilled Finance Assistant who can effectively manage financial processes and contribute to the financial stability of the organisation.Key Responsibilities:Raise purchase orders accurately in compliance with company policies and procedures,...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Finance Assistant Job DescriptionOrka Financial is partnering with a global business based in Newbury to hire a skilled Finance Assistant who can effectively manage financial processes and contribute to the financial stability of the organisation.Key Responsibilities:Raise purchase orders accurately in compliance with company policies and procedures,...


  • Newbury, West Berkshire, United Kingdom Orka Financial Full time

    Financial Operations AssistantOrka Financial is partnering with a global business based in Newbury to hire a skilled and detail-oriented Financial Operations Assistant. The ideal candidate will play a pivotal role in ensuring the seamless operation of financial processes, contributing to the financial stability of the organisation.Key Responsibilities:Raise...