2 jobs found in berkhamsted

We are working with a dynamic and highly professional financial practice that has consistently grown through client recommendations since its establishment. With advisers boasting over twenty years of experience in the industry, the team is dedicated to providing first-class service to clients. The Role: We are seeking a motivated and qualified Independent Financial Adviser to join the team. As an IFA, you will be responsible for providing comprehensive financial advice to individuals and businesses. The focus is on delivering holistic advice, recognising that each aspect of financial planning impacts others. We are committed to working closely with clients to help them achieve their financial goals. Key Responsibilities: * Conduct thorough financial assessments and develop personalised financial plans for clients. * Provide expert advice on investments, retirement planning, insurance, and other financial solutions. * Continuously monitor and review clients'...

A highly regarded organisation with a fantastic reputation for providing a fun and fast-paced working environment, is seeking a diligent Cash and Banking Assistant to join their finance team. You will be responsible for the daily reconciliation of 13 cash flows, bank statement clearing and anomaly investigation, standing order and direct debit maintenance, system uploads and downloads, account reconciliations, invoice creation and chasing, and ad hoc queries and tasks. The ideal candidate will have: * Experience with daily bank reconciliations and account clearing * Strong attention to detail and reconciliation skills * Ability to work accurately under pressure in a fast-paced environment * Previous experience using financial systems and exporting/importing data * A proactive approach to resolving anomalies and queries * Strong organizational skills to manage multiple cash flows and systems * Excellent communication skills to liaise with various departments and sites This is a...