This job is no longer available. You can view related vacancies or set-up an email alert notification when similar jobs are added to the website using the buttons below.
We are currently recruiting for a great opportunity for one of our clients based in North London, who are a well established firm within the wealth management industry. We recruiting for a Senior IFA Administrator to join their fantastic team!
Main Responsibilities
Prepare meeting packs in a timely manner for Independent Financial Advisor.
Liaise with clients with queries and questions and/or third parties to ensure tasks are processed satisfactorily and in a timely manner.
Scanning of paperwork to IO software.
Communicating verbally and in writing with providers
Provide Schedules of plans and policies, including Income or Asset schedules when required using Excel and/or Word.
Undertake sufficient product and market research for specific cases when requested using Analytics and O&M
Important Requirements (Essential)
Working knowledge of IO Software and Microsoft Office suit
IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework.
Understanding of the provision of advice to clients in a compliant manner
Our client is currently in the market for an Audit Senior Manager to come and join their busy team! The successful candidate will assume responsibility for conducting the examinations, working directly with the customer as well as aid the manager to oversee the examination group and oversee the examination procedure to guarantee our examinations are of exceptional quality.
Responsibilities
Collaborate with the examination partner and be liable for the everyday administration of the examination division.
Collaborate intimately with the examination overseer on technical concerns.
Will possess personal examination collection of customers to administer (review planning, field work, and completion).
Hold all Partners responsible for the examinations they approve.
Make sure examinations are scheduled efficiently and reserved beforehand.
Make sure examinations are accomplished and concluded before Partner approval.
Take on the duty to elevate the quality of the client’s work and fulfil regulatory standards.
Steer various firm undertakings, e.g., examination templates, personnel training schemes, training principles, etc.
Developing, administering, and inspiring a team of technical personnel.
Requirements
Qualified either ACCA or ACA
High degree of technical knowledge, ISA and UK GAAP
Educated up to degree level or CTS
At least 4/6 years post qualification experience working in audit
Experience in managing a team
Working knowledge of firm services, issues regarding advice, and regulation and compliance, including anti-money laundering
Our client is currently in the market for a Finance Manager to come and join their busy team! The successful candidate will be responsible for the processing of all financial data as part of managing and controlling the monthly close process, including reconciliation controls, and presenting and interpreting results.
Responsibilities
Maintain and oversee financial processes and controls to ensure completeness and accuracy of monetary information.
Oversee the payroll process and relationship with the external payroll bureaux to ensure staff are compensated accurately and in compliance with HMRC regulations.
Supervise the month-end close process, including review and questioning of monthly performance reports with budget holders.
Generate monthly management accounts by agreed deadlines, including insightful commentary to elucidate results against expected performance.
Manage the year-end process to produce the accounts to trial balance for our client and its subsidiary, working in close collaboration with the Director of Finance and Operations.
Prepare year end audit file working papers and support the creation of financial statements and liaison with auditors.
Take the lead in preparing reports on a regular and as-needed basis according to funders/donors requests by collaborating with the Fundraising team to understand reporting requirements and timelines, supporting in the preparation of donor presentations, applications, and budgets where appropriate.
Assist the Director of Finance and Operations in the annual review of monetary policies and procedures.
Oversee the production of the annual budget process and intermittent forecasts.
Oversee the reconciliation of banked income with the Fundraising system.
Reconcile all nominal ledger control accounts monthly, investigating queries and approving any resulting journal entries.
Lead the project to improve or upgrade the financial system, working with other stakeholders to collect user requirements, contribute to the analysis of the tender submissions and selection of vendor, and lead in the implementation of the new system within agreed project timescales.
Supervise the petty cash, banking, monthly cash flow, expenses, and credit card processes, ensuring staff are reimbursed by agreed deadlines.
Maintain and update the fixed assets register.
Oversee quarterly VAT returns and supporting schedules.
Requirements
Professional experience of working as a Finance Manager or similar
Charity Finance experience
Hands-on transaction processing with strategic input
Our client is a top 100 Accountancy firm currently in the market for an Associate Partner to come and join their busy team! The successful candidate will be responsible for the day-to-day management of partner's portfolios (£1m fee base), providing guidance on tax’s, tax returns and vat inquiries as well as proving admin assistance.
Responsibilities
Practice and team administration
Reviewing work of accountancy group
Addressing client inquiries
Training the team regarding cash flow forecasting and management accounts, as well as general accounting matters
Meeting clients alongside a partner
Ability to expand personal portfolio
Capable of providing tax guidance - diverse and encompassing all feasible topics (except VAT), including corporation tax, income tax, CGT, IHT, trust taxation, Transfer of Assets Abroad legislation, UK residency, EIS, EMI, SDLT, incorporation, and corporate reorganizations
SEIS/EIS advance assurance and statement of compliance submissions
Tax clearances: share for share exchanges, share buybacks, corporate reorganizations: demergers/partitions, EMI clearances, EIS clearances (excluding advanced assurance mentioned above)
IHT returns – 10-year / exit charge returns
Requirements
At least 5 years’ experience working for a Top 50 accountancy practice, either as a senior, manager, or assistant manager
Must have experience dealing with property clients covering all aspects of VAT in particular OTT & TOGC, personal tax, corporate tax, SDLT, tax reliefs.
Able to provide tax planning advice and spot the opportunities that might be available to help the clients in particular wealth management and advisory services
A very good understanding of corporate tax, personal tax, and VAT
Your form has been sent - we will review and get back to you.
Before you continue to the site
Site performance, improve your user experience and analyze the traffic on our Site. Consult the Cookie Policy.
You can make your choice below and modify them at any time by going to the "MANAGEMENT COOKIES" at the bottom of the Site page. Your choices are preserved for a period of 6 months.
You will find below the list of cookies present on our Site. You can accept or refuse the use of cookies by purpose (which implies the acceptance or rejection of all cookies concerned by this purpose). Consult the Cookies policy.