Financial Accountant
Permanent,Full-time
Job Description
- Preparing packs for annual reviews
- Preparing internal reports for clients, including applications and additional documentation
- Submitting new business, placing trades, and monitoring for completion
- Dealing with external providers
- Liaise with other internal team members accountants, solicitors, and product providers
- Ensure clients and advisers are kept up to date with progress
- Update and maintain internal system
- Dealing with client requests including income, withdrawals, change of details, requests for information
- Build excellent relationships with the clients
- Running and obtaining risk reports
- Booking client meetings and preparing meeting packs
Required Knowledge, Skills, and Abilities
- Excellent attention to detail and ability to manage their own time
- To be able to work part of the team and individually
- Excellent verbal communication skills
- MS Office experience including Word, Excel and Outlook
- Be a fantastic team player
Reference no: 109941