Financial Administrator Role

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

At Heat Recruitment Ltd, we're looking for a skilled and ambitious individual to join our team as a Financial Planning Administrator. This role is perfect for someone who wants to work one-on-one with experienced professionals in the financial industry.About the RoleProvide administrative support to financial advisers, ensuring seamless day-to-day...

Job OverviewAs a seasoned Financial Planner, you will be responsible for managing an existing book of business from the CEO, requiring expertise in handling complex high-net-worth cases. This servicing role is focused on leveraging industry knowledge to provide expert financial advice to clients with assets ranging from £600k to £8m.Key...

Job Title: Financial Administrator ProfessionalWe are seeking a highly skilled and experienced Financial Administrator Professional to join our dynamic team at Austin Fraser. As a key member of our finance department, you will be responsible for managing various financial tasks, including sales invoicing, payment applications, and credit notes.This exciting...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

A Trust Accountant is sought by Fletcher George Financial Recruitment to join their team in Leatherhead, Surrey. This is an exciting opportunity for a qualified professional to work with a leading firm of Chartered Accountants and Tax Advisers.About the JobThe successful candidate will be responsible for preparing trust accounts and tax returns for UK and...

Requirements and QualificationsTo excel in this role, you will need to possess proven experience working with high-net-worth individuals, a strong understanding of financial planning principles and practices, and excellent communication and interpersonal skills. Your ability to work collaboratively with the support team will be crucial in delivering...

Become a key member of our team as a HNW Case Manager and take advantage of this exciting opportunity to work with a prestigious boutique Chartered IFA firm.In this role, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investments, pensions, tax planning, and other financial matters.With a competitive...

Fletcher George Financial Recruitment is looking for a highly skilled Financial Operations Specialist to join their team. This is an excellent opportunity for someone with sound accounts preparation skills and up-to-date UK GAAP knowledge.About the FirmWe offer audit, accounting, and tax services to corporate and personal clients, including service-based,...

Accounts Supervisor RoleWe are seeking a highly skilled and experienced Accounts Supervisor to join our team in Surrey. This is an excellent opportunity for a qualified accountant with practice experience to work closely with the senior management team.About the RoleThis challenging and varied role involves managing client portfolios, developing junior...

Job OverviewA leading financial services firm is seeking an experienced Financial Accounts Specialist to join their team. As a key member of the accounting department, you will be responsible for preparing annual statutory accounts, monthly management accounts, and cash flow forecasts.The successful candidate will have strong accounting IT skills, previous...

Role OverviewThe position of Financial Planner has become available within the esteemed Financial Divisions, a leading boutique Chartered IFA firm. This servicing role entails managing an existing book of business from the CEO, comprising clients with assets ranging from £600k to £8m.Servicing 80-100 high-net-worth (HNW) individuals, you will leverage your...

We are seeking a highly skilled Senior Accounting Manager to join our team at Fletcher George Financial Recruitment. As a key member of our finance team, you will play a crucial role in driving business growth and developing new services.Responsibilities:Manage a team of accountants to ensure efficient preparation and review of financial statements.Develop...

Job Overview:We are seeking an experienced Accountancy Manager to join our team at TPF Recruitment. As a key member of our accountancy practice, you will play a vital role in mentoring and guiding junior staff while ensuring the highest standards of quality and accuracy are maintained.About the Company:This leading accountancy practice has a strong...

Aptia Group is seeking a highly skilled Senior Pension Administrator to join our team in Leatherhead. As a key member of our administration team, you will be responsible for delivering exceptional customer service and administrative support to our clients.As a Senior Pension Administrator, you will play a critical role in ensuring the accuracy and timeliness...

About Us">Fletcher George Financial Recruitment is a well-established firm of Chartered Accountants in Guildford, offering a range of services to individuals and businesses. Our team of experts has a proven track record of delivering high-quality audits and accounts services.">Salary Information">The estimated salary for this position is between £80,000 and...