Financial Management Assistant

7 days ago


Oakham, Rutland, United Kingdom Reflect Recruitment Group Full time

Financial Management Assistant

**Job Summary**

We are seeking a highly skilled Financial Management Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing exceptional financial management support to our clients.

**Key Responsibilities**

• Track and reconcile financial transactions for multiple clients, ensuring accuracy and transparency.

• Prepare and submit VAT returns, ensuring compliance with regulatory requirements.

• Assist in the preparation of financial reports, providing insightful analysis and recommendations.

• Develop and maintain strong relationships with clients, providing exceptional customer service.

• Collaborate with the team to identify and implement process improvements, ensuring efficiency and effectiveness.

**Requirements**

• AAT qualified or willing to undertake the AAT qualification.

• Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.

• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide insightful recommendations.

• Proficient in financial software, including Xero and Dext.

• Ability to work in a fast-paced environment, prioritizing tasks and managing multiple deadlines.

**What We Offer**

• Competitive salary and benefits package.

• Opportunity to work with a dynamic and growing company.

• Collaborative and supportive team environment.

If you are a motivated and detail-oriented individual with a passion for financial management, we encourage you to apply for this exciting opportunity.

Please submit your CV to Nicola Blennerhassett quoting J9915.



  • Oakham, Rutland, United Kingdom Reflect Recruitment Group Full time

    Financial Management Assistant **Job Summary** We are seeking a highly skilled Financial Management Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing exceptional financial management support to our clients. **Key Responsibilities** • Track and reconcile financial transactions for...


  • Oakham, Rutland, United Kingdom Reflect Recruitment Group Full time

    Financial Management Assistant **Job Summary** We are seeking a highly skilled Financial Management Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing exceptional financial management support to our clients. **Key Responsibilities** • Track and reconcile financial transactions for...

  • Financial Planner

    4 days ago


    Oakham, Rutland, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning, based in the Rutland area. The role offers a competitive starting salary of £60,000 and excellent opportunities for career growth. Key ResponsibilitiesProvide expert financial advice to clientsDevelop and implement personalized financial plansManage...

  • Financial Planner

    4 days ago


    Oakham, Rutland, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning, based in the Rutland area. The role offers a competitive starting salary of £60,000 and excellent opportunities for career growth. Key ResponsibilitiesProvide expert financial advice to clientsDevelop and implement personalized financial plansManage...


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized financial plans...


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time £60,000

    Job OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a Wealth Management Consultant, you will be responsible for providing expert advice to clients on their financial planning and investment needs.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide...


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time £60,000

    Job OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a Wealth Management Consultant, you will be responsible for providing expert advice to clients on their financial planning and investment needs.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide...


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time £60,000

    Job DescriptionWe are seeking a Financial Adviser based in the Rutland area.**Key Responsibilities:*** Provide expert financial planning and advice to clients* Develop and implement tailored financial plans* Build and maintain strong relationships with clients**Requirements:*** Strong knowledge of financial planning and management* Excellent communication...


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time £60,000

    Job DescriptionWe are seeking a Financial Adviser based in the Rutland area.**Key Responsibilities:*** Provide expert financial planning and advice to clients* Develop and implement tailored financial plans* Build and maintain strong relationships with clients**Requirements:*** Strong knowledge of financial planning and management* Excellent communication...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transact client investments and assist with the preparation of...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transact client investments and assist with the preparation of...

  • Financial Assistant

    3 weeks ago


    Oakham, Rutland, United Kingdom SF Recruitment Full time

    Job Summary:SF Recruitment is partnering with a well-established company to support the recruitment of a Financial Assistant on a full-time, permanent basis.This role would suit a dynamic individual with strong communication skills when dealing with external clients and stakeholders.The successful candidate will be reporting to and working closely with a...


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time £60,000

    Job DescriptionWe are seeking a highly skilled Financial Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Conduct thorough financial assessments to identify clients'...


  • Oakham, Rutland, United Kingdom Reflect Recruitment Group Full time

    Job Summary:We are seeking an experienced Accounts Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing financial management and reporting services to our clients.Key Responsibilities:Track and reconcile financial transactions for multiple clients, ensuring accuracy and transparency.Make...


  • Oakham, Rutland, United Kingdom SF Recruitment (Leicester) Full time

    Position OverviewSF Recruitment (Leicester) is collaborating with a reputable organization based in Oakham to assist in the hiring of a Financial Operations Coordinator for a full-time, permanent role. This position offers a hybrid working model with flexible hours, making it ideal for a proactive individual who possesses excellent communication abilities,...

  • Investment Advisor

    3 weeks ago


    Oakham, Rutland, United Kingdom Quilter Financial Planning Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized financial plans...


  • Oakham, Rutland, United Kingdom SF Recruitment Full time £27,000 - £29,000

    SF Recruitment is collaborating with a reputable company to assist in the search for a Financial Accounts Coordinator on a full-time, permanent basis. This position offers hybrid working arrangements with flexible hours. You will be reporting to and collaborating closely with a highly experienced and qualified Financial Controller. Position Overview -...

  • Financial Specialist

    1 month ago


    Oakham, Rutland, United Kingdom Euro Projects Recruitment Full time

    Position OverviewFinancial SpecialistLocation: Rutland LE15Salary: £40,000 - £45,000We are seeking a skilled Financial Specialist to become a key member of a reputable and expanding financial services firm. In this role, you will contribute significantly to our team by providing a variety of financial and accounting solutions to diverse clients across the...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full time

    Job OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited.Key Responsibilities:Providing administrative support to financial plannersAssisting with investment and portfolio managementCoordinating client service activitiesSupporting the development of financial plansRequirements:Proven experience as a...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full time

    Job OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited.Key Responsibilities:Providing administrative support to financial plannersAssisting with investment and portfolio managementCoordinating client service activitiesSupporting the development of financial plansRequirements:Proven experience as a...