recruitukltd Salary: £20k - £24k
My client, a leading Wealth management practice in the UK who offer holistic advice to private and corporate clients within Investment Planning, Retirement Planning, Family Protection, Mortgage Planning and Employee Benefits. They have an exciting opportunity for an organised and customer focused individual to join their growing and well-regarded business in the centre of Bristol. This role is to cover maternity.
I am looking to speak with candidates who want to take ownership for the accounting for their funds and the reconciliation of information relating to non-linked assets. You will be liaising with the outsourced investment and internal teams to collate and prepare the monthly trial balances. You will also be helping prepare the quarterly tax reporting process.
This would suit a part qualified individual who is looking for a role that can offer progression and development. To be successful within this role you will need to have experience of working within the financial services, reconciliation experience with strong attention to detail and accuracy whilst operating in a timely manner.
For more information on this role please contact Louise Bibb on 01179170416 or email firstname.lastname@example.org, please quote reference 11750