Fund Administration Manager - Northwich, Cheshire Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit a fund administration manager to their Cheshire operation. The main remit of the role is to manage all fund administration activities covering a range of discretionary and specialist funds, alongside managing the service delivered from outside providers. The position will involve building and managing a team of fund administrators and requires any...

Paraplanner - Birmingham Job Title: Paraplanner My client, a progressive and entrepreneurial professional services firm is looking to recruit a Paraplanner due to growth. Responsibilities prosperous Product research, pre and post sale information & processing Dealings with clients - answering client queries independently, reaching conclusions as to their needs and arrange necessary paperwork to facilitate requirements Prepare Suitability Reports. Liaising with insurance companies/discretionary managers regarding clients SSAS administration Life administration Valuations - client...

Accounts Assistant - Letchworth, Hertfordshire Our client is an expanding business and is currently looking for somebody who is experienced in working with Sales and Purchase Ledgers. My clients business has gone from strength to strength over the last 5 years. QUALIFICATIONS / SKILLS: •Strong Excel skills (experience of pivot tables desirable) •Good working knowledge of Accounts processes and procedures •Previous experience using computerised Accounts systems KEY RESPONSIBILITIES: •Purchase Ledger •Registration of all invoices received in a timely and accurate manner •...

Financial and Systems Analyst - Ampthill, Bedfordshire Our Client is looking for a Part Qualified Accountant (CIMA) with previous experience of financial and system analysis. You will be working closely with the Company Accountant and be responsible for reviewing our Client’s existing systems and work flow processes with a view of making cost saving changes. You will then present these proposals to the Management Team and ultimately facilitate the procedure updates. It is essential to: • Have previous experience in a similar role • Be either full or part CIMA qualified •...

Account Handler - Bury St Edmunds, Suffolk A prestigious Broker has an opportunity for an Account Handler to work closely with some of its key Clients. To handle the requirements of these Clients you will need to have Insurance knowledge of property, liability, motor and personal accident. As a Commercial Account Handler your key responsibilities will be: • Providing day to day service to your Clients • Supporting your Account Executives through the renewal process • Preparing Broking documentation including insurance market presentations • Negotiating renewal terms on specific...

Claims/Customer Service Advisor-PMI - Bournemouth, Dorset Our Client, based in Bournemouth are looking for a Claims/Customer Service Advisor-PMI to do the following: You will be expected to deliver a first class service to our clients customers and provide them with the best possible experience. Customer Service is often the first port of call and are relied upon for the knowledge and experience to guide customers smoothly through the process of their claim. You will be dealing with pre authorisation enquires, general policy queries through incoming calls and web interaction. As well as...

Implementation Consultant / Functional Consultant - Warwickshire Systems Accountant - Implementation Consultant / Functional Consultant Systems Accountant - Implementation Consultant / Functional Consultant Our client is an established Oracle Partner with over a decade of experience working on inter-company solutions for major companies across the UK, Europe and US. This dynamic company has a well-established client list and provides a complementary module to the Oracle e-Business suite. With excellent growth and an extensive pipeline of work my client now has an exciting opportunity...

IFA - Leeds, West Yorkshire Our client is a fee based Wealth Management organisation specialising is providing holistic financial planning advice to HNW Private Clients and successful SMEs. Continued growth has created a need to recruit an additional Consultant to join the existing Leeds based team. Working with an allocated client bank you will service and develop these clients while continuing to grow the average AUM of your clients. Within the existing framework you will benefit from very high levels of technical support allowing you to free your time to focus on client facing...

Technical Support/Paraplanner - Farnham, Surrey Our client, a well established and highly reputable fee-based practice is seeking a Paraplanner/Client Services Administrator to join their team. This prestigious organisation deals with bespoke financial planning to HNW clients. Key areas of business include Lifetime cash flow analysis and planning, investments, debt, asset and liability statements, managing risk, estate planning and tax planning. The job holder will be working for the Director of the company who has achieved Certified and Chartered Financial Planner status. Duties include...

Personal Lines Advisor - HNW - Twickenham, Middlesex With roots going back more than 50 years, our client an independent insurance broker with several offices in the South East who provide insurance and risk management solutions for businesses are looking to recruit a Senior Private Client Advisor to join their team. The ideal individual must have considerable experience of handling Personal Lines Insurance, covering both Household and Motor and wish to become an active member of helping to evolve the business. You will be dealing with Mid-HNW clients. Excellent salary + benefits.