TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong communication skills. Team Player. … issues To assist with the daily running of the office To work alongside the Management Team ensuring excellent client outcomes To build knowledge in Financial Services To build and maintain strong relationships with clients and keeping them up to date with progress on their requests To liaise with external providers … Advise Management team of any possible breaches of Compliance Advantage/Preferred Previous management Experience Previous St. Jamess Place Wealth Management experience Must Have Financial Services experience (Pensions and Investments) Team leader/worked alongside management assisting with management duties Technology Imputing and maintaining information on company databases Benefits Permanent more »
Farnham, Surrey, South East, United Kingdom Hybrid / WFH Options
Hays
the audit plan and the audit standards - Perform audit tests and procedures to assess the adequacy and effectiveness of internal controls, accounting systems and financial reporting - Document audit findings and evidence in clear and concise audit working papers - Review the work of junior audit staff and provide feedback and guidance more »
Farnham, Surrey, United Kingdom Hybrid / WFH Options
Gregory-Martin International
Agency Manager/Senior Account Manager/General Manager you would be involved in the following areas: Client Relationship Management Quality Assurance and Compliance Financial Management Team Development and Culture Strategic Partnerships and Business Development Operational Efficiency and Process Improvement Keywords : Digital Agency, Project Management, Software Project Management, Web, Account more »
Farnham, Surrey, United Kingdom Hybrid / WFH Options
Gregory-Martin International
Agency Manager/Senior Account Manager/General Manager you would be involved in the following areas: Client Relationship Management Quality Assurance and Compliance Financial Management Team Development and Culture Strategic Partnerships and Business Development Operational Efficiency and Process Improvement Keywords : Digital Agency, Project Management, Software Project Management, Web, Account more »
Farnham, Surrey, United Kingdom Hybrid / WFH Options
Gregory-Martin International
Agency Manager/Senior Account Manager/General Manager you would be involved in the following areas: Client Relationship Management Quality Assurance and Compliance Financial Management Team Development and Culture Strategic Partnerships and Business Development Operational Efficiency and Process Improvement Keywords : Digital Agency, Project Management, Software Project Management, Web, Account more »
supporter journey for all supporters of Phyllis Tuckwell. Ensure that this is implemented and monitored on a regular basis. 1.4 In conjunction with the finance team prepare the annual budget and business plan for all areas of Income Generation. 1.5 Produce updates and reports, tracking performance against strategy, operational plans … and financial targets for Managers, Directors, and Trustees. 1.6 Working closely with the Marketing and Communications team, build strong relationships, both internally and externally, to maximise the profile of the organisation and maintain high levels of engagement. 1.7 Network extensively across the catchment and the sector building strong relationships and more »