3 jobs found

  Ferris Financial Planning provide financial advice and services to our clients, with a strong focus on customer service. Ferris Financial Planning was established in 2023, and we are growing. We’re looking for an organized and personable Office Manager to join our team and help us maintain a smooth and efficient office environment. Key Responsibilities: Manage day-to-day office operations Assist with scheduling, correspondence, and document management Deal with existing clients with queries and providing updates on existing plans Qualifications: Proficiency in Microsoft Word and Excel A good understanding of life cover / pensions / Investments would be an advantage Strong organizational skills Excellent communication and interpersonal abilities QFA certification or willingness to work towards it would be an advantage A understanding of the compliance relating to Financial Services would also be an advantage...

Exciting Opportunity to join a dynamic team of dedicated professionals offering  i ndependent financial and business advice to successful companies and individuals.   This is a great opportunity to join a growing company based in the Midlands.  The role: The successful candidate will work with our current and expanding client base on developing relationships and providing professional and trusted advice on an ongoing basis. The role requires exemplary lead handling and lead generation skills with proven results. The role will include the review and analysis of the clients’ financial needs followed by a detailed solution of how these financial goals can be achieved. Via face to face or online meetings you will provide clients with tailored advice on the suite of financial products available to achieve their goals. You will be responsible for growing your client portfolio by identifying markets within which you can build a referral base to achieve your own goals and...

Accounts Administrator   Key elements of the role will include: ·        Payroll preparation – monthly and bi-weekly ·        Liaison with staff in relation to payroll queries ·        Month end payroll reports ·        Submissions to Revenue and HMRC, payment of PAYE liabilities ·        Pension scheme administration ·        Health insurance scheme administration ·        Employee record administration – set up new employees, leave administration, run timesheets, various reporting using online platform HR locker ·        Expense processing and payment ·        Fleet and mobile phone administration ·        Processing supplier invoices, supplier reconciliations, payments ·        Credit card analysis and postings ·        Ledger postings and reconciliations ·        Sales and stock reporting ·        Vendor reporting and invoicing, finance related queries ·        Ecommerce accounts - allocation and reconciliation...