both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
Duties: To manage all financial activities including the management of accounts payable, accounts receivable receivable and financial reporting of Group Companies To manage and mitigate financial risks and oversee oversee financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the Group Reporting and Information Management Manage Financial Reporting Financial Compliance Continuous Improvement and experience will be advantageous. The post Financial Services Manager – 9435 appeared first on freerecruit
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
support and advise all sections of the business on financial matters. The role will also include: team management and trusts Remain abreast of changes in tax and financial reporting legislation and statutory requirements requirements Prepare and review statutory financial accounts and statements to the highest standard, in line with annual statutory business accounts Prepare ad hoc financial reports and statements as requested by Directors and train a team of Finance Officers who cover financial administration from petty cash and bookkeeping
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role role will be to provide exceptional customer services to clients in the investment industry. You will be strong communication skills and exception customer services skills. Act as primary point of contact for clients relationships with clients, providing exceptional customer service. Collaborate with sales and marketing teams to
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Our client is recruiting for a Financial Manager that will report directly to the CFO.
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they are seeking a talented and experienced Financial Manager to join their dynamic team.