Accounting Jobs in BathDisplaying 1-20 of 21 jobs matched |
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Client Services Executive
Bath
Salary £21,000 - £24,000
This is an integral role within the Client Services Team as the initial client contact point and face of the Business.
Core responsibilities include:
Relationship Management - The Client Services Executive's key role involves building and maintaining strong working relationships with Financial Advisers, Regional Sales Teams and colleagues, promoting a 'can do' environment, driven by ownership.
Customer Service - The Client Services Executive is responsible for handling complex client enquiries and issue resolution, both face-to-face and over the telephone...
ARE YOU LOOKING TO FAST TRACK YOUR MORTGAGE CAREER WITHIN A REPUTABLE ESTATE AGENCY? DO YOU HAVE INDUSTRY EXPERIENCE AND HAVE FULL CeMAP QUALIFICATIONS?
Working for the one of the UKs leading Estate Agency groups. Who have an enviable reputation within the industry. They offer exclusive mortgage deals and whole of market access. Offering a great starting package, with a clear route for financial progression and career development.
To qualify you will :-
•Be fully CeMap or MAQ qualified
•Have at least one years experience
•Be able to demonstrate a proven track record of consistent sales performance and pipeline
•Be...
Client Services Administrator - Bath - £18,000 - £21,000
An excellent opportunity for an experienced IFA Administrator or Fund Investment Administrator to join this Client Services Team.
Job Role:
*Provide key administrative support to IFAs and their clients.
*You will operate as part of a team to deliver outstanding service.
*Dealing with requests from Financial Advisers and their clients
*Application processing, policy administration and broker administration
*Provide the most efficient commission, registration and network support service.
Skills and Experience Required
*You must have previous...
Job Title: Accounts Semi Senior (AAT Qualified)
Location: Bath
Salary: £17,000 - £25,000
The Company:
My client is a prestigious firm of chartered accountants and business advisors. Having repeatedly recruited for them, we know that they provide an excellent work environment.
In a competitive market, they are a professional firm who successfully balance the needs of the business and staff. As part of their continued success, we are looking for an Accounts Semi Senior who will be based in their Bath offices.
The Role:
You will be working in the accounts and business advisory team in an office that is currently...
Guide customers to realise their personal financial goals
Engaging, approachable and dedicated to customer service, you'll expertly match each customer's needs to the right products before securing the sale or referring on to the appropriate colleague. Dealing with customers from across our wide customer base, you can expect variety and challenge every day. You'll use your proven targeted sales experience and understanding of financial products and solutions to support and coach other members of ourclose-knit team, playing a key role in ensuring business is transacted efficiently within the branch.
We'd also like to inspire sales...
Guide customers to realise their personal financial goals
Engaging, approachable and dedicated to customer service, you'll expertly match each customer's needs to the right products before securing the sale or referring on to the appropriate colleague. Dealing with customers from across our wide customer base, you can expect variety and challenge every day. You'll use your proven targeted sales experience and understanding of financial products and solutions to support and coach other members of ourclose-knit team, playing a key role in ensuring business is transacted efficiently within the branch.
We'd also like to inspire sales...
Trainee IFA
Location - Bath
Salary - £20k +OTE
This leading IFA practice has a rare and exciting opportunity for a Trainee Financial Advisor. You will be supported through completing your qualifications and will be working closely with professionals to ensure that you are gaining the best skills required for success in the role.
Skills required:
Previous Sales experience within a tied or Independent role
Progression toward Diploma qualification
A strong desire to become an IFA
Experience of dealing with Corporate and Individual ClientsPlease view (url removed) for further Insurance opportunities.
If...
Do you have previous Banking/Building Society experience and looking for a new and challenging position?
Do you want to work for one of the UK’s leading and most reputable Building Societies who pride themselves on their high standard of Customer Service?
Our Client, a leading Building Society, is looking for an experienced Savings and Service Advisor to join the friendly team, based in the Bath Branch.
You will be a professional and driven individual, providing an excellent level of service to the Society's members by identifying and satisfying their needs by promoting and selling the Society’s wide range of financial...
Technical IFA Administrator
Bath
£19,000 - £25,000 dependent on experience
Our Client, a highly reputable Wealth Management practice, has an opening for an IFA Support, due to increasing workloads. Committed to gaining full understanding of their Clients needs, they provide the best possible, truly independent advice. Working closely with Clients of all means, they are impartial and believe in building continuing and long term relationships.
* Preparation of files in accordance with compliance procedure
* Inputting data on 1st Advisor Office
* Processing of new business in a compliant manner
* Preparing valuations...
IFA
Various Companies
We are currently working on behalf of three of the leading wealth management companies in the country who are currently in a growth phase. They are looking to continue this growth through the acquisition of a number of high levels IFAs.
On joining one of these businesses, you will gain the additional benefits of being associated with the most prestigious companies in the market both for yourself and for your client base.
These opportunities will give you:
The chance to work for some of the most prestigious companies in the industry.
The ability to maximise the benefits for your client base by having...
Our client will provide you with:
- Full training including industry exams
- Lots of quality enquiries
- An excellent level of sales and post-sales support
- The platform to build a long term career
Candidate requirements:
- Commitment to taking financial exams (CeMAP) to become a qualified Mortgage Advisor
- Motivation and drive to succeed in a sales environment
- Desire to provide the highest standard of advice and service to your clients
- Eagerness to join and be a part of a dynamic, fast-growing company
- A further education degree
- Previous sales experience within the last 12 months...
Principal accountabilities
* Support the Senior Accountant in month end reporting
* Preparation of various month end journals
* Balance sheet reconciliations including AP, AR, & Bank
* Co-ordination of balance sheet reconciliations file
* Overdues reporting
* Manage foreign currency contracts
* Bank account revaluations
* Manage & maintain monthly exchange rates in system
* System 'super user' role on GL and AR
Essential competencies
* Solid experience in accounting roles
* Part-Qualified CIMA, ACCA, or equivalent
* Good problem solving skills
* Highly competent in excel data analysis and modelling...
Temporary contract (3 months plus) to cover an employee internal secondment to a project.
Principal accountabilities
* Support the Senior Accountant in month end reporting
* Preparation of various month end journals
* Balance sheet reconciliations including AP, AR, & Bank
* Co-ordination of balance sheet reconciliations file
* Overdues reporting
* Manage foreign currency contracts
* Bank account revaluations
* Manage & maintain monthly exchange rates in system
* System 'super user' role on GL and AR
* Other ad hoc duties
Essential competencies
*Proven experience in accounting roles
Finance Clerk - Cash Team - Bristol
About the role:
We are looking for a Finance Clerk to work in our Cash Team. Duties vary, but will encompass a daily summary of cash received (and account codes for allocation), daily banking - summary of all accounts. Weekly lists of monies received into branch accounts. Reconciliation of all bank accounts, including posting of transactions. Other tasks include paying, coding and filing expenses. Paying, coding and filing one off payments for companies not on the Purchase Ledger. Payroll - paying, coding all requests from payroll to pay missed payments, etc. Cheque related queries.
About...
Our client, a successful business within the service industry, is looking for a Customer Service Administrator to work within their busy offices in North Bristol.
You would be working with 3 other members of an Accounts team in a fast paced environment and there are opportunities to progress in the role into a more senior position with thorough training provided.
The responsibilities of the role include:
*Accounts reconciliation, Sales and Purchase ledger
*Payment allocations, cheque processing and BACS
*Accounts set ups and amendments
*Sales support administration
*Purchase Ledger payments
*Credit Control
Our client, a successful business within the service industry, is looking for a Customer Service Administrator to work within their busy offices in Yate.
You would be working with 3 other members of an Accounts team in a fast paced environment and there are opportunities to progress in the role into a more senior position with thorough training provided.
The responsibilities of the role include:
* Accounts reconciliation, Sales and Purchase ledger
* Payment allocations, cheque processing and BACS
* Accounts set ups and amendments
* Sales support administration
* Purchase Ledger payments
* Credit Control...
Sellick Partnership has been commissioned to recruit a temporary HRA Management Accountant for a highly prestigious Local Authority. Key criteria include: - Experience of Council House Rent Setting and Analysis - Knowledge of Housing Subsidy framework and returns - Experience of supporting HRA Business Plan Modelling - Knowledge of imminent Central Government changes to the Housing Finance regime - Experience of supporting with HRA Budget Setting and Monitoring (Revenue & Capital) - Preparation of Statutory HRA Accounts Successful candidate will have experience of Management Accounts within a HRA function. Excellent attention to detail, coupled...
Credit Controller, Yate, £8.50 - 9.50 per hour
My client a well established organisation based on the outskirts of Yate is currently recruiting an experienced Credit Controller to join the team initially on an 8 week temporary assignment.
The role will involve chasing small - medium invoices and cash allocation.
Working hours will be 8.30am - 5.00pm, Monday - Friday.
If you have previous Credit Control experience, please apply the branch ASAP!
Office Angels are an equal opportunities employer ...
Head of Sales - Motor Warranty , South / South West - CJ2915
£80k package, base to £65k, bonus, and benefits
The Role
You will take personal ownership of ongoing and continually stretching "quarter-by-quarter" sales objectives and deliver both top and bottom line performance by leading, coaching and mentoring your management team. In engaging prospects and customers across all market segments your teams will be disciplined, focused, expertly trained and most of all hitting targets because you inspire them to do so.
About You
You have a sales record that has consistently impressed the board you report to, you are comfortable...
Business Analyst – Medical - 52154
£35,000 Plus Excellent Bonus and Benefit Package - Trowbridge
An opening for a Business Analyst has become available within a Global organisation.
Job spec/duties:
To analyse the present business practices and processes, find ways to significantly improve on them, gain process efficiencies, and financial savings. Implement business improvements through excellent project management and cross functional working.
Main Responsibilites:
•Detailed planning – analyse the changing Company needs, and areas to focus on for maximum gain
•Analysing business models – review Company policies...
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Accounting Jobs in Bath
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