Your role as Financial Accountant will be to prepare accurate and timely management information. You will report into the Head of Finance in completing all the finance tasks and will support the Accounts team (Sales & Purchase Ledger) in successfully completing their tasks.
The role of Financial Accountant will include:
Preparation of management accounts pack
Balance sheet reconciliations
Maintaining the fixed asset register
Managing and reporting on project costs and profitability
Supplier and costs analysis
Accounts system integrity and control
Assistance in workflow improvements
Day to day support of 3 x Accounts Assistants
Ad-hoc reports and analyses as required.
Skills and experience that we are looking for:
Qualified Accountant or qualified by experience
Ability to prioritise competing work duties with excellent time management skills to ensure for timelines are met
Experience of ERP systems & understand the power of analysing & handling such a system
Finance leader in collaborating with colleagues in non-accounting, sales and operations departments
Understanding of client requirements
Attention to detail and due diligence in work procedures.
As well as the great salary, the company offer a great package and lovely working environment.
Your role as Underwriting Team Leader will be all encompassing from the recruitment, and development of your team and making sure they reach their targets. This will be supported through your management and allocation of your team’s work load and ensuring that standards are met through auditing their work.
Due to the specific area that you will deal with, you must have the Life and Disability Underwriting exam.
What else will the role of Underwriting Team Leader involve?
Nominated Genetics Underwriter
Managing projects as and when required, to include product development, system enhancements and system testing.
Managing share of departmental complaints
Keeping department Standards document up to date and in line with current market practice
Approving and testing rules development changes and keeping up to date with rules technology
The ability to work effectively within a team and the ability to handle own caseload
The accurate underwriting, including substandard cases and financial underwriting, and approval of all new business and increase applications in accordance with underwriting guidelines and rating considerations relating to the company’s products within an agree authority level
The accurate underwriting and approval of reinstatements and existing business “terms reviews” in accordance with underwriting guidelines and rating considerations relating to the company’s products within an agreed authority level
Providing advice and guidance to the company’s Claims Department in relation to claims handling and dealing with post risk underwriting
Liaison with Medical Officers, Underwriting Manager, Medical professionals, reassurance companies, Financial Advisers clients and other relevant professional bodies
Correspondence with Networks, Financial Advisers and other intermediaries with regard to underwriting and acceptance terms
Dealing with technical underwriting queries from all sources including internal customers
Dealing with correspondence and telephone calls direct from the public, from the intermediary or from the applicant’s GP in relation to queries regarding underwriting decisions
To keep abreast of developments in the industry as they relate to Underwriting and New Business
Providing training of underwriting philosophy and processes, both internally and externally.
You will be one of the main contacts with regulators so therefore you will be someone who is a great communicator, and appreciates the necessity to ensure that standards are met.
The company offers a great package, including a bonus and a wonderful package! If you are looking to make that move to be with a supportive employer with a great team environment, send your CV to Lisa ASAP!
Due to the company’s growth, we are recruiting for a new role in the finance team for an Accounts Assistant, with your focus on the Sales Ledger. This great company who are based on the outskirts of Exeter, are progressive and evolving in their outlook and approach. This role will see you having contact with all departments and all levels, as well as customers.
The company uses Netsuite and whilst experience in this accounting system is preferable, it is not essential, as you will receive full training.
The role will see you dealing the complete Sales Ledger part of accounts. This is will include:
invoices (and of course checking that the correct amount and info has been included!)
queries from customers
carrying out reconciliations of the bank and sales ledger
aged debtors accounts
sales analysis and reports
setting up payment plans and processing the payments
updating and maintaining share payments and commissions.
As a result, you will be in contact with colleagues in all departments.
What we are looking for in an Accounts Assistant – Sales Ledger:
Working knowledge and experience in a sales ledger role
AAT Level 2/3 – or relevant work related experience to this level
Attention to detail
Ability to deal with multiple payment plans
Good organisational skills
Excellent communication skills
Netsuite (not essential).
The role is full time, Monday to Friday. Along with the competitive salary, the company offers a great benefits package that includes: gym membership, Company pension scheme, Death in service benefit, Family Healthcare package. Along with a real team, and inclusive, environment that makes your working day fun, as well as great support from everyone.
My client, who is based in the centre of Exeter are looking for a Paraplanner to join their team. They are an independent company who mainly deal with high net worth clients. The culture is very much one of “No Blame”, open and will see you working on a diverse portfolio for both new and existing clients. It is not one that is focussed on the sales of products to its clients, but one where relationships are nurtured and long term.
The role is full time with the standard working hours of 9.00am – 5.00pm, however there is flexibility for the exact hours worked. You will work in a team of 5-6 people, and be expected to challenge when you believe there is a better way / option.
L & D is also a part of this role where you will be expected to undertake an annual plan to allowed your CPD.
Your role as Paraplanner will see you carrying out:
Analysing of clients’ requirements, development of cash flow models and accurate recording of client data
Construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
Recommendations – preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process
Reviews – preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
Relationship Building – liaison with clients by telephone, letter, email and attending meetings
Coordination – working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
As a Paraplanner, we are looking for someone who has:
Excellent interpersonal skills; able to listen, empathise and build trust with confident private clients who are frequently successful in their field of endeavour
Diploma – Level 4 minimum
Exceptional written and verbal communication skills
Able to analyse and interpret quantitative and qualitative data with a view to diagnosing a challenge or opportunity and creating a suitable strategy for the client
Presenting solutions to Advisers and in some cases clients
Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times
Ability to effectively use a variety of software (ie MS Office, CURO, Voyant, Finametrica)
Comfortable working on own initiative, setting and managing personal goals, directing workflow and managing often conflicting deadlines.
The company has a great benefits package that includes a company performance bonus, 25 days holiday (plus BH), enhanced pension.
Paraplanner - Exeter, Devon - Sarah West Recruitment