*Excellent Career Move Opportunity!* Seeking your next financial services challenge? This vacancy is not to be missed! Rare opportunity - Join a multi award-winning financial planning practice specialising in High Net Worth and Ultra High Net Worth client work. Established >30 years, this is a thriving practice with an impressive clientele and industry reputation; now seeking to appoint a key strategic new position in the firm. In this role, you will play a crucial part in the delivery of services to HNW and UHNW, working alongside a leading Advisor; as well as overseeing a small team and inputting to the strategic development of processes across the company. Day-to-day your role will include:- Overseeing the delivery of highly personalised service to HNW and UHNW clients Organising and attending yearly and ad hoc client reviews, alongside the Lead Advisor. Preparing technical documents such as suitability letters and advice reports. Providing information and support to clients, related to strategies and products such as tax planning, family offices/groups, estate

*Excellent Career Move Opportunity!* Seeking your next financial services challenge? This vacancy is not to be missed! Rare opportunity - Join a multi award-winning financial planning practice specialising in High Net Worth and Ultra High Net Worth client work. Established >30 years, this is a thriving practice with an impressive clientele and industry reputation; now seeking to appoint a

Overview As an Assistant Accountant, you will play a crucial role in supporting financial operations within our organisation. Your responsibilities will span from day-to-day bookkeeping tasks to assisting with financial reporting and compliance. We seek a candidate who is AAT qualified, with aspirations of pursuing ACCA or CIMA qualifications, or someone who is already part-qualified. This role w ll also provide you with full study support. Previous experience within the professional service industry is essential. Your new role Financial Data Management: * Assist in data entry, ensuring accuracy and completeness. * Maintain financial records, including accounts payable and receivable. * Reconcile bank statements and other financial transactions. Month-End and Year-End Activities: * Participate in month-end closing procedures. * Prepare journal entries and adjustments. * Assist in the preparation of management accounts and financial statements. Budgeting and Forecasting: * Collaborate with the finance team to create and monitor budgets. * Analyse finan

Overview As an Assistant Accountant, you will play a crucial role in supporting financial operations within our organisation. Your responsibilities will span from day-to-day bookkeeping tasks to assisting with financial reporting and compliance. We seek a candidate who is AAT qualified, with aspirations of pursuing ACCA or CIMA qualifications, or someone who is already part-qualified. This role w