Funds Management Expert

2 days ago


Swindon, Swindon, United Kingdom A&B Recruitment Full time

Job Description

We are seeking a highly skilled and experienced Client Funds Manager to join our team at A&B Recruitment. This is a fantastic opportunity for an individual who is passionate about delivering exceptional client service and has a strong background in finance.

About the Company

A&B Recruitment is a leading recruitment agency specializing in financial services. Our team of experts provides high-quality candidates to clients across various industries, including healthcare.

Key Responsibilities

  • Maintain a productive relationship with all clients in a fixed portfolio, ensuring regular contact and timely completion of accounts work.
  • Act as a point of contact for Senior Managers/Partner portfolio in the event of absence, ensuring that matters are handled promptly and efficiently.
  • Provide expert advice on complex financial matters, including pensions and tax issues.
  • Work collaboratively with colleagues to develop skills and technical knowledge across the team.
  • Visit clients to discuss their requirements, providing tailored solutions and promoting the company's services as necessary.

Requirements

To succeed in this role, you will need:

  • ACA/ACCA qualification or equivalent experience.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and develop effective solutions.
  • Strong problem-solving and time management skills.
  • Experience working in the healthcare sector is an advantage but not essential.

Benefits

We offer a competitive salary of £55,000 - £65,000 per annum, depending on experience, plus benefits and opportunities for professional growth and development.



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