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via KBM Training and Recruitment

- Ensuring client files are compliant - Maintaining and updating a back-office systems - Deal with general client queries as required - Preparing client review packs See more

1 year ago

via KBM Training and Recruitment

- Ensuring client files are compliant - Processing new business - Maintaining and updating back-office systems - Supporting the financial planners and technical team - Preparing client review packs - Preparing Income Drawdown Reviews See more

1 year ago

via KBM Training and Recruitment

- Ensuring client files are compliant - Help provide training and development to administration team - Maintaining and updating back-office systems - Supporting the financial planners and technical team - Preparing client review packs ... See more

1 year ago

via KBM Training and Recruitment

- Ensuring client files are compliant - Help provide training and development to administration team - Maintaining and updating back-office systems - Supporting the financial planners and technical team - Preparing client review packs ... See more

1 year ago

via KBM Training and Recruitment

- Ensuring client files are compliant - Processing new business - Maintaining and updating back-office systems - Supporting the financial planners and technical team - Preparing client review packs - Preparing Income Drawdown Reviews See more

1 year ago

via KBM Training and Recruitment

- Ensuring client files are compliant - Maintaining and updating a back-office systems - Deal with general client queries as required - Preparing client review packs See more

1 year ago

via KBM Training and Recruitment

£

Southwest England - Plymouth

A broad range of administrative tasks will be undertaken providing experience across our activities. Tasks at some point would include: Data entry for the weekly and monthly client payrolls Processing purchase Ledger invoices Supplier payme ... See more

1 year ago

via KBM Training and Recruitment

Financial Management Analyse and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, p ... See more

1 year ago

via KBM Training and Recruitment

This role involves matching invoices with receipts for goods received from our construction sites and assisting with the month end accounting routine. You’ll work closely with the Head of Finance to learn our in-house systems and assist with ge ... See more

1 year ago

via KBM Training and Recruitment

The right person for this role will support running the finance system with general book keeping duties as well as providing administrative support for the Finance Director, you will also be involved in exciting new projects so be ... See more

1 year ago

via KBM Training and Recruitment

You will also be involved in exciting new projects so being a team player and good communicator is key. You will have a large involvement in bank and supplier payments as well as using your skills in SAGE to process various reports and job sheets. Yo ... See more

1 year ago

via KBM Training and Recruitment

This is a great opportunity for career development and to build on your finance experience by working for a large organization! You will: To process all sales orders through to invoice in the Finance system. Ensuring invoices are coded corre ... See more

1 year ago

via KBM Training and Recruitment

Reporting to the Finance Manager, your key focus will be to oversee the finance team to ensure that business objectives are met efficiently and effectively. Specifically, you will manage the accounts payable, receivable and credit control functions, ... See more

1 year ago

via KBM Training and Recruitment

This is a permanent opportunity with a well-established law firm, offering hybrid working and other benefits such as gym membership, health insurance & an Employee Assistance Programme. Responsibilities include: Preparation of trust inco ... See more

1 year ago

via KBM Training and Recruitment

The successful candidate will need to be confident with accounts and spreadsheets and have good computer skills. You will need to be comfortable dealing with staff and the general public. Some hours each week must be worked within the gym but the ... See more

1 year ago

via KBM Training and Recruitment

Reporting into the Head of Operations you will be responsible for the day to day running of the finance department and the management of a Finance Administrator, the main responsibilities are as follows -  - Oversee the preparation of the mon ... See more

1 year ago

via KBM Training and Recruitment

Compile accurate planning reports that reflect client requirements and meet our internal quality standards Undertake regular fact-finding, presentations and service review meetings with clients Maintain and ensure client information is kept up ... See more

1 year ago

via KBM Training and Recruitment

Compile accurate planning reports that reflect client requirements and meet our internal quality standards Undertake regular fact-finding, presentations and service review meetings with clients Maintain and ensure client information is kept up ... See more

1 year ago

via KBM Training and Recruitment

Overseeing all financial activities such as Accounts payable, accounts receivable, Tax, Treasury, Payroll and Financial management on a day to day basis Budgeting, forecasting and all statutory financial reporting on a monthly, quarterly and yea ... See more

1 year ago

via KBM Training and Recruitment

Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm ... See more

1 year ago

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