Financial Services Professional
3 days ago
Office Angels is seeking a highly skilled Financial Services Professional to join our team as a Client Portfolio Manager. This part-time role will involve managing over 100 client accounts and providing exceptional client service.
Main Responsibilities:- Manage client relationships and ensure timely submission of accounts
- Conduct financial analysis and provide tax planning advice to support clients' business growth
- Develop and maintain strong relationships with clients and colleagues
To succeed in this role, you will need:
- Proven experience in financial services and account management
- AAT/ICAEW qualification or equivalent
- Proficiency in accounting software such as Taxcalc, QuickBooks, Sage, Xero, and Dext
The benefits package includes 20 days annual leave + Bank holidays + a Day off for your Birthday FTE, casual dress on Fridays, company events, and more. The salary for this part-time position is £35,000 - £40,000 pro rata, based on 4 days a week across Monday - Friday, 8:30am - 4:30pm.
-
Financial Services Professional
2 weeks ago
Ashford, Kent, United Kingdom TPF Recruitment Full timeWe are supporting a leading firm of chartered accountants in Ashford with their recruitment for a Part Time Audit and Accounts Senior. Our client boasts an excellent working environment with a highly experienced and friendly team. They have seen significant growth over recent years and are now looking to recruit an additional Part Time Audit and Accounts...
-
Financial Accounts Professional
3 days ago
Ashford, Kent, United Kingdom Laughland Jones Full timeJob Overview: Laughland Jones Ltd is a dynamic interior design firm seeking an experienced Financial Accounts Professional to join its finance team. This full-time role involves supporting various finance functions, ensuring accurate and timely financial records.The ideal candidate will have a solid foundation in accounting and proficiency in Sage and Xero....
-
Lead Financial Professional
2 weeks ago
Ashford, Kent, United Kingdom TPF Recruitment Full timeAbout the RoleWe are seeking an exceptional Accounts Senior to join our client's team in Ashford. As a key member of the team, you will be responsible for delivering high-quality financial services to a diverse range of clients.Key ResponsibilitiesPrepare accurate and timely accounts and tax returns.Support the management accounting function, ensuring smooth...
-
Senior Financial Professional
2 days ago
Ashford, Kent, United Kingdom Protalent Full timeJob Title: Senior Financial ProfessionalAbout the Role:A successful Surrey practice seeks a qualified Accountant for accounts production, tax compliance, and business advisory roles. The ideal candidate will have a proactive approach and support for ACA/ACCA studies.Key Responsibilities:Manage accounts production for sole traders, partnerships, and limited...
-
Financial Services Specialist
2 weeks ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:We are seeking a highly skilled Financial Adviser to join our team in Ashford, Kent. As a key member of our team, you will be responsible for providing expert financial advice to clients, ensuring their portfolios are managed in accordance with their mandates and objectives.The ideal candidate will have a good understanding of relevant...
-
Financial Services Administrator Lead
2 weeks ago
Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the OpportunityWe are seeking an experienced Financial Services Administrator to lead our team in Ashford. The ideal candidate will have a strong background in financial services and excellent administrative skills.Key Responsibilities:Provide administrative support to the team, ensuring smooth day-to-day operations.Maintain accurate records and files,...
-
Financial Services Senior Professional
3 weeks ago
Ashford, Kent, United Kingdom TPF Recruitment Full timeCompany OverviewTPF Recruiting is a leading recruitment agency supporting top firms of chartered accountants. Our client, a highly successful and growing firm based in Ashford, Kent, seeks an experienced Accounts Senior to join their team.About the RoleThe successful candidate will be responsible for providing clients with a comprehensive service across...
-
Financial Services Administrator Leader
2 weeks ago
Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeWe are seeking a highly skilled IFA Administrator Manager to lead our client's administration team. This is a fantastic opportunity for an experienced professional to take on a challenging role in a dynamic and supportive environment.About the Role:Our client, Templegate Recruitment Limited, is a leading recruitment agency specialising in financial services....
-
Administrative Specialist for Financial Services
2 weeks ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:We are looking for an Administrative Specialist for Financial Services to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing administrative support in financial services planning and organisation, including coordinating financial services projects and tasks, developing and...
-
Senior Financial Services Coordinator
2 weeks ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Financial Services CoordinatorAbout the Role:We are seeking a highly skilled and experienced Senior Financial Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support in financial services planning and...
-
Financial Services Associate
2 weeks ago
Ashford, Kent, United Kingdom Metro Bank Plc Full timeAt Metro Bank Plc, we're committed to providing exceptional customer experiences. As a Financial Services Associate, you'll be the face of our bank, interacting with customers and showcasing our products and services.Salary & BenefitsWe offer a competitive salary of £35,000 - £40,000 per annum, plus discretionary annual bonus, comprehensive benefits...
-
Financial Services Coordinator
2 weeks ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Financial Services Administrator to join their team in Ashford. The successful candidate will have a strong understanding of financial services and be able to provide exceptional administrative support.The role will involve answering incoming calls, processing applications and requests for...
-
Sales and Service Professional
2 weeks ago
Ashford, Kent, United Kingdom Moss Full timeMoss is more than just a menswear brand - it's an experience. We're on a mission to revolutionize the way men think about fashion.We're seeking a highly motivated Salesperson to join our 2nd shift team. As a Salesperson, you will be responsible for interacting with customers in a professional and courteous manner.Your key responsibilities will...
-
Senior Financial Services Liaison
2 weeks ago
Ashford, Kent, United Kingdom New Appointments Group Full timeJob Overview:As a Senior Financial Services Liaison at New Appointments Group, you will play a key role in delivering exceptional customer service and driving sales growth. This is an exciting opportunity to join our team and contribute to the success of our financial services division.The ideal candidate will have previous experience in the financial...
-
Financial Services Coordinator Lead
2 weeks ago
Ashford, Kent, United Kingdom Pearson Whiffin - Business Support Full timeAbout the Role:We are seeking an experienced Financial Services Coordinator Lead to join our team at Pearson Whiffin - Business Support. The successful candidate will be responsible for coordinating sales campaigns and building strong relationships within the agency team.Responsibilities:Proactively engage with new and existing customers to generate leads...
-
Financial Services Growth Manager
2 weeks ago
Ashford, Kent, United Kingdom New Appointment Group Full time £12OverviewNew Appointment Group is seeking a Part Time Life Lead Coordinator to join their team in East Kent. This role involves working 21 hours a week, playing a key part in generating and developing leads for financial services.SalaryThe estimated salary for this position is £8 per hour.Job DescriptionThis role requires proactively engaging with existing...
-
Financial Services Growth Specialist
2 weeks ago
Ashford, Kent, United Kingdom New Appointment Group Full timeWe are seeking a dynamic and results-driven Financial Services Growth Specialist to join our team in East Kent. This is a fantastic opportunity for an enthusiastic individual with a passion for delivering outstanding customer service to contribute to the growth of our financial services business.In this role, you will work closely with our Financial Advisor...
-
Senior Financial Systems Professional
2 weeks ago
Ashford, Kent, United Kingdom N Consulting Ltd Full timeJob DetailsWe are looking for a Senior Financial Systems Professional to join our team at N Consulting Ltd.In this role, you will be responsible for implementing and supporting Microsoft Dynamics 365 FIN module, as well as providing business process discovery documents and functional specifications for customizations required for Dynamics 365 ERP...
-
Financial Services Manager
2 weeks ago
Ashford, Kent, United Kingdom Michael Page Full timeThe successful candidate will be responsible for financial management, data analysis, and report preparation.Promote process improvement initiatives and leverage industry knowledge to drive business growth.A competitive salary of $80,000 - $110,000 per annum is on offer, along with a generous pension scheme, regular social events, and complimentary...
-
Financial Services Operations Manager
1 week ago
Ashford, Kent, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: Financial Services Operations ManagerWe are seeking a skilled and proactive Financial Services Operations Manager to lead our administration team in supporting financial advisers and delivering exceptional service to clients. The ideal candidate will possess strong experience in financial services administration, excellent organisational and...