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Finance Manager

apartmentABPM Recruitment LimitedplaceEngland
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Transaction Services Executive

apartmentLord Accounting & FinanceplaceNottingham, 14 mi from Loughborough
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Manager, Accounting & Finance

apartmentNFP, an Aon company (Europe)placeBirmingham, 32 mi from Loughborough
payment queries in accordance with Insurance Advisor/Account Executive Assist and resolve general day to day accounting queries with Insurance Advisor/Account Executive Liaise with Account Executives/Brokers and customers for outstanding premiums...
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Manager, Finance & Accounting

apartmentNFP, an Aon company (Europe)placeBirmingham, 32 mi from Loughborough
payment queries in accordance with Insurance Advisor/Account Executive Assist and resolve general day to day accounting queries with Insurance Advisor/Account Executive Liaise with Account Executives/Brokers and customers for outstanding premiums...
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Finance Manager (Accounting)

apartmentNFP, an Aon company (Europe)placeBirmingham, 32 mi from Loughborough
payment queries in accordance with Insurance Advisor/Account Executive Assist and resolve general day to day accounting queries with Insurance Advisor/Account Executive Liaise with Account Executives/Brokers and customers for outstanding premiums...
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Investment Executive

Leicester | www.cv-library.co.uk |
Investment Accounts Executive - Leicester

Why this role?

We are currently recruiting for an Investment Accounts Executive to work within a well-established Chartered firm of Financial Planners.

What will you be doing?

As the Investment Accounts Executive your responsibilities will mostly consist of:

 •  Being the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients
 •  Preparing client applications and opening new accounts
 •  Liaising with existing providers to arrange transfers
 •  Maintaining and updating accurate records
 •  Prepare Valuations and Annual Review Packs for client meetings
 •  Keep up to date with the global investment markets
 •  Support the Investment Manager with the assessment of the Capitals Gains Tax position
 •  Providing information to and liaise with investment providers

Your background:

You will ideally have experience within a similar role with experience in Investment client servicing and administration and be looking to be part of a forward thinking and expanding firm.

The salary for this position is £24,000 - £30,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete.

For more information please contact Harriet Ali at Four Squared Recruitment

A company from Ballards Group