
Key Responsibilities Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information; Working closely with various administration support departments to ensure accurate and timely records are kept for all clients. Priority being to have processes in place to ensure account set up is accurate and meets client needs. Assisting with the preparation of portfolio clients reviews; Liaising with clients, providers, other third parties and o
Finance & Payroll Assistant Role - York We are looking for a confident and proactive Finance & Payroll Assistant to join our collaborative finance team. This is a varied and responsible position within a supportive smaller organisation, offering valuable exposure across financial reporting, planning, payroll, and core finance operations. Working closely with the Finance Manager, you will support reporting for two FCA-regulated legal entities, contribute to financial planning activities,
Job Description Finance & Payroll Assistant Role - York We are looking for a confident and proactive Finance & Payroll Assistant to join our collaborative finance team. This is a varied and responsible position within a supportive smaller organisation, offering valuable exposure across financial reporting, planning, payroll, and core finance operations. Working closely with the Finance Manager, you will support reporting for two FCA-regulated legal entities, contribute to financia
About The Role We are seeking a highly organised and proactive Finance & Office Administrator to support the effective running of our York office while providing structured support to the finance function within an FCA-regulated financial planning and pensions environment. This is a varied and trusted role combining finance administration, office coordination and facilities support. The successful candidate will contribute to maintaining a professional client environment, supporting financia