currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on maintenance support function to the Financial Planning Partner and his / her clients. Check Commission statements
currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on maintenance support function to the Financial Planning Partner and his / her clients. Check Commission statements
PAYE capturing – Employer PAYE reconciliations – Pastel Accounting The post Tax Administrator / Bookkeeper
Articles experience Must have Caseware or Sage Pastel Experience Technical Competencies and responsibilities
Articles, etc. in Accounting / Bookkeeping)
Degree, Articles, etc. in Accounting / Bookkeeping) Pastel, Payroll, Caseware and E-filing knowledge is non-negotiable
due accounts
Proven working experience on Pastel/Sage or other accounting software
Highly
experience Sage experience preferential Caseware & Pastel experience is a Requirement JOB DESCRIPTION Processing
balance Preparation of annual financial statements Pastel, Xero, Caseware / Caseview, Sage One (cloud based)