4 jobs found in swanley

This hybrid, Client Administrator job in Swanley is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As a Client Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: * Processing and chasing new business * Obtaining illustrations, projections and valuations * Answering and assisting with client queries * Accurately update and maintain information on their back office system * Prepare documents for suitability reports * Liaise with clients and providers * Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would...

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount. The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry. As a key member of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team. Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey, having recently...

Would you like to work remotely 4 days a week? Are you an experienced Finance Assistant who can start ASAP? Would you like to work with a fantastic team? If so, we have the perfect opportunity for you to join a thriving company in an excellent position! Finance Assistant- Hybrid Swanley 4 days working from home/ Wednesday in the office £26,000 per annum Full time 9am-5pm 30 days annual leave + Bank holidays, Free parking To start November W/C 6th Nov Responsibilities: Bank reconciliations VAT returns Payment Runs Purchase and Sales Ledger Nominal LedgerRequirements: High attention to detail and accuracy in all tasks. Proficiency in Microsoft Excel Immediate availability to start contract ASAP Experience with C I S returns would be beneficial. Strong communication skills and the ability to work effectively within a team.What your new company offers: A friendly and welcoming team environment where your contributions matter. Opportunities for growth and development...

Due to recent growth, a company specialising in providing sanitation facilities to festivals and events across the UK is seeking an Accounts Assistant to join the team and provide additional support for the accountancy function. The Accounts Assistant will need to have attained relevant qualifications in accountancy such as AAT. In addition, the Accounts Assistant will have good IT skills, is a team player, is professional, and passionate. Applications from ex-military personnel are strongly encouraged Key Responsibilities: * Credit control * Cashflow * Payroll * Matching payments * VAT return * Posting journals * Report to management Knowledge, skills and qualifications required: * Have attained relevant qualifications such as AAT * Has good IT skills including Microsoft Office * Have previous experience working in a similar role * Is a team player, is professional, and passionate Hours: 27hrs per week – flexible on how this is spread out the week but...