Financial Transaction Administrator

Job SummaryA client-facing role is available at Financial Divisions in the Leatherhead/Epsom office, supporting a team of Chartered Financial Advisers. The successful candidate will assist with administration, basic report writing, and research to facilitate meetings with clients.About the RoleThis role is ideal for a candidate studying towards their level 4...

About the CompanyOur client is a boutique Chartered IFA firm based in Leatherhead/Epsom, Surrey. They offer whole of market financial advice to high net worth individuals and families across Surrey, Sussex, Kent, and London.The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client...

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...

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....

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...

Role OverviewWe are seeking a highly motivated Client Service Coordinator to join our team in Leatherhead/Epsom. As a key member of our administration team, you will support our Chartered Financial Advisers in delivering exceptional client service.Your primary responsibility will be to provide administrative support, including preparing reports, conducting...

About the RoleWe are seeking a Financial Administrator / Trainee Paraplanner to join our team in the Leatherhead/Epsom office. This is a client-facing role where you will support a team of Chartered Financial Advisers with administration, basic report writing, and research.As a key member of our team, you will be responsible for preparing work before...

Key ResponsibilitiesProvide administrative support to our Chartered Financial AdvisersPrepare reports and presentations for client meetingsConduct research and analysis to inform adviser decisionsAssist in the development of marketing materialsWe are looking for an individual who is studying towards their Level 4 Diploma in Financial Services and has...

This position is for a Senior Financial Operations Manager in the Professional Services industry who is adept at overseeing financial operations and inspiring teams to deliver top-notch results.Our client is a highly esteemed enterprise in the Professional Services industry with a sizeable workforce.Description:Oversee daily financial operations within the...

About Page Personnel Sales">We are seeking an experienced Account Payable Assistant to join our team. As a key member of our finance department, you will be responsible for reconciling aged creditors accounts, dealing with legal letters, and handling outstanding payments.The ideal candidate will have excellent communication skills, a strong attention to...

Fletcher George Financial Recruitment seeks a skilled Trust Accountant to join their team in Leatherhead, Surrey.About the RoleThis is an excellent opportunity for a qualified professional to work with a thriving international firm of Chartered Accountants and Tax Advisers. The successful candidate will be responsible for preparing trust accounts and tax...

Company Overview: At Premium Credit Ltd, we are a leading provider of insurance premium finance and annually charged services in the UK and Ireland.">Salary: We offer a competitive salary up to £26,000 per annum.>Job Description: We are seeking an experienced Agency Setup Specialist to join our team. As an Agency Setup Specialist, you will provide...

We are currently seeking a Trust Accountant to join our team in Leatherhead, Surrey. As a key member of our team, you will be responsible for preparing trust accounts and tax returns for UK and non-UK trusts and estates.Job DescriptionThe successful candidate will have extensive experience in trust accounting and all aspects of trust taxation. You will be...

Job SummaryWe are seeking a highly skilled Financial Accounting and Payroll Assistant to join our team. This role offers a unique blend of financial expertise, payroll administration, and collaboration with the finance team.Key Responsibilities:Financial Reporting: Prepare accurate and timely management accounts, including balance sheets and income...

Primary FunctionReporting to the Financial Controller, this role will cover all areas of financial accounting and support the delivery of management accounts as well as financial statements for the organisation whilst also managing the end-to-end payroll process for HQ, branches and elected officials.Key Responsibilities Financial Reporting: Prepare...

Job SummaryWe are currently recruiting for an Account Payable Assistant to join our team at Page Personnel Sales. The successful candidate will be responsible for maintaining accurate financial records, processing transactions, and ensuring compliance with financial regulations.About the CompanyPage Personnel Sales is a leading recruitment agency...

Key ResponsibilitiesThe successful candidate will be responsible for preparing annual statutory accounts, monthly management accounts, and cash flow forecasts. Additionally, they will perform general bookkeeping tasks and liaise with the firm's bookkeepers when required.They will also handle ad hoc client queries, which can be diverse due to the company's...

About Our Property Finance TeamOur client, a leading property and housing finance team, is seeking an experienced Finance Team Manager to join their team in Leatherhead.Main DutiesManage CIS returns and liaise with Treasury for payments.Oversee a team of 4, including staff development and appraisals.Work closely with treasury on cash flow management.The...

We are offering a Junior Accountant Apprentice Program that provides a unique opportunity to gain hands-on experience in auditing and develop a thorough understanding of financial methodologies and practices.As a Junior Accountant Apprentice, you will assist in the preparation and execution of audit plans, work closely with senior auditors on various client...

We are seeking a highly motivated and dedicated AAT Finance Specialist to join our team. The successful candidate will have the opportunity to gain hands-on experience in auditing and develop a thorough understanding of financial methodologies and practices.As an AAT Finance Specialist, you will assist in the preparation and execution of audit plans, work...