Financial Services Assistant

Job Title: Financial Services ManagerAbout the Role:This role involves managing a book of business worth £30m AUM, primarily consisting of clients at pre-retirement age. The ideal candidate will have experience in an independent wealth planning firm and preferably hold Chartered status or be close to achieving it.About the Company:Our client is a Chartered...

Croydon Council, a local government organization in the UK, is seeking a highly skilled Financial Assessment Officer. This role will be responsible for ensuring that individuals accessing adult social care services are assessed fairly and in line with local and national guidelines. The successful candidate will play a crucial part in determining financial...

Our client, a leading school, is seeking a skilled and experienced Senior Finance Assistant to join their team near Croydon, Surrey.The successful candidate will be responsible for providing high-quality financial services and working closely with the finance team to ensure accurate and timely financial management.Key Responsibilities:Managing financial...

About the RoleThe Financial Services Coordinator will provide administrative support to the Finance Manager and their team. This includes maintaining the Accounts Payable mailbox, answering invoice queries, and reconciling supplier statements.Responsibilities:Maintaining the Accounts Payable mailbox.Answering invoice queries from suppliers.Reconciling...

Job SummaryCroydon Health Services NHS Foundation Trust is looking for a highly skilled Financial Operations Manager for Health Services to join their team. The successful candidate will be responsible for managing the day-to-day operations of the finance function, ensuring efficient and effective financial management.Key Responsibilities:To oversee the...

Join Our TeamWe are looking for a skilled Financial Planner to join our team in the South of England.About UsWe are an independent financial advice and wealth planning company based in South London. We advise on both personal and business financial solutions.The successful candidate will be provided with a client list and will be expected to bring some of...

Job Title: Financial Administrator AssistantAbout the RoleAs a Financial Administrator Apprentice at Hcml Today, you will play a vital role in supporting our Finance Manager and their team. This position involves providing administrative assistance with high-volume mailboxes, reviewing purchase invoices, and reconciling supplier statements.Key...

About the RoleAs a financial services assistant, you will be responsible for reconciling all accounts and balance sheet items for the operations side of the business. You will also assist with uploading budgets and undertake variance analysis. Additionally, you will provide basic commentary for scrutiny by senior finance colleagues and Heads of...

Job DescriptionThe successful candidate will be responsible for:Managing a portfolio of clients, providing a range of accountancy servicesOverseeing the preparation and review of statutory accounts, management accounts, and financial statementsProviding clients with business advisory services, including financial forecasting, budgeting, and strategyEnsuring...

Financial Services SpecialistWe are seeking an experienced Financial Services Specialist to join our team at TC Group in Croydon. As a key member of our team, you will be responsible for leading audits, preparing financial statements, and overseeing the work of junior colleagues.The ideal candidate will have a minimum of 3 years of audit experience in an...

Financial Planner Opportunity:We are seeking an experienced Financial Planner to join our team at Financial Divisions. This role offers the opportunity to work with a book of business worth £30m AUM, primarily consisting of clients at pre-retirement age. The successful candidate will have a strong background in financial planning, preferably with Chartered...

Wealth Planning Role:We are seeking an experienced Wealth Planning Specialist to join our team at Financial Divisions. This role involves managing a book of business worth £30m AUM, primarily consisting of clients at pre-retirement age. The successful candidate will have experience in an independent wealth planning firm and preferably hold Chartered status...

At ProTalent Limited, we pride ourselves on delivering top-tier financial services to a diverse clientele. As we continue to expand, we are seeking a skilled Payroll Administrator to join our accomplished team.About the RoleThe ideal candidate will have excellent communication skills and be able to work effectively with a range of stakeholders, including...

Job Summary We are seeking an experienced Financial Services Leader to partner with our retail stores, providing insightful analysis and recommendations that drive business performance improvement. As a key member of our finance team, you will be responsible for serving as a business partner to Regional Managers, delivering insights on business performance...

Job Overview:We are recruiting for a company in Croydon, Surrey. The role works alongside another Assistant Accountant and reports to the Financial Controller.A great opportunity for someone with intermediate to advanced bookkeeping skills looking to step up into a more senior role or a junior management accountant looking for career development in a larger...

We are seeking a highly skilled Financial Services Lead to join our team at Protalent, a leading accountancy practice. As a senior qualified accountant, you will be responsible for managing clients and overseeing the accounting team to ensure exceptional service delivery.Your primary responsibilities will include:Developing and implementing strategies to...

ProTalent Limited is a dynamic accountancy practice in Weybridge, renowned for delivering exceptional financial services to diverse clients.The role of a skilled Payroll Administrator involves collaborating with a range of payroll sector clients, ensuring accurate and timely processing of payroll activities. Key responsibilities include handling end-to-end...

Job Overview:ProTalent is seeking a skilled Payroll Administrator to join our dynamic accountancy practice in Weybridge. As a key member of the team, you will be responsible for delivering top-tier financial services to our diverse clientele. The ideal candidate will have proven experience in payroll administration, preferably within an accountancy...

**About the Role**We are seeking a highly skilled Financial Expert to join our team at Harper May. As a prominent education group, we value dynamic and collaborative environments that support educational excellence.In this six-month fixed-term contract, you will have the opportunity to develop your expertise in financial accounting and analysis. Your key...

**Job Overview**Hcml Today is seeking an experienced Financial Administrator Apprentice to join our team in Croydon. This full-time, 37.5 hour per week role offers a competitive salary of £20,000 - £25,000 per annum.**Key Responsibilities**Monitor and respond to high-volume email traffic, ensuring timely resolution of supplier queries.Review and prepare...