financial advisor trainee

mbf.

We're working with a well-established, boutique financial planning practice based near Bordon who are looking to recruit an IFA Administrator / Trainee Paraplanner to join their growing team.This is an excellent entry-level opportunity for a motivated graduate looking to begin a career in the financial planning industry, or for someone with a small amount of financial services experience who is ready to take the next step in their career. The firm has a strong reputation for delivering high-quality financial advice and an equally impressive track record for developing their staff. They provide first-class training and support, and have successfully progressed individuals from this role into both Paraplanning and Financial Adviser positions.You will work alongside a friendly and experienced team, supporting Financial Advisers with administrative tasks, preparing client documentation and assisting with research and reports as your knowledge develops.The company will also provide full study support towards the Diploma in Financial Planning, helping you gain the qualifications needed to progress your career within the profession.The Role:<ul><li>Provide administrative support to Financial Advisers and Paraplanners</li><li>Prepare and maintain client records and documentation</li><li>Assist with research and report preparation as your knowledge develops</li><li>Liaise with clients and providers in a professional and efficient manner</li><li>Support colleagues with day-to-day operations within a busy financial planning team</li></ul>What's on Offer:<ul><li>Salary up to £26,000 (with some flexibility depending on experience)</li><li>Bonus and company benefits</li><li>Full support for professional qualifications (Diploma in Financial Planning)</li><li>Genuine career progression into Paraplanning or Financial Advice</li><li>A supportive, close-knit working environment within a reputable boutique firm</li></ul>If you're enthusiastic about developing a long-term career within financial planning and want to join a firm that truly invests in its people, we'd love to hear from you.

IFA Administrator / Trainee Paraplanner

NJR Recruitment

IFA Administrator/ Trainee Paraplanner Coventry £25,000-£35,000 Hybrid working Our client is offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving business. Based in the Coventry area, our client specialise in providing holistic advice to their forever growing Client base. Commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing. The successful Candidate will be responsible for providing administrative support to a team of 3 Financial Planners ensuring the Client journey is seamless. Responsibilities <ul> <li>Provide high quality support to 3 Financial Planners</li><li>Process new business</li><li>Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant</li><li>Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges</li><li>Work with FE analytics</li><li>Co-ordinate the issuing of client advice, client correspondence and enclosures</li><li>Process new business process through to conclusion</li><li>Work with Platform sites</li></ul> Requirements <ul> <li>Previous Financial Services industry experience</li><li>A proven track record in providing high quality administration support</li><li>Working towards CII level 4 qualification would be desirable</li><li>Excellent communication skills both verbal and written</li><li>Ability to effectively manage your own time and achieve strict timescales</li><li>Excellent attention to detail</li><li>High levels of computer literacy</li><li>Strong team player</li></ul> Our client is looking for a self-motivated, driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism. For more information please contact one of specialist consultants quoting NJR15775

IFA Administrator/ Trainee Paraplanner

PGM & Associates

Job Title: Chartered Accountant (Fresher)Location: Peeragarhi, Delhi Department: Finance &amp; Accounts Employment Type: Full-TimeKey Responsibilities:<ul><li>Assist in preparation and finalization of financial statements as per applicable accounting standards.</li><li>Support internal and statutory audits by coordinating with auditors and preparing necessary documentation.</li><li>Perform general ledger accounting, reconciliations, and financial reporting.</li><li>Assist in preparation and filing of GST, TDS, Income Tax returns, and other regulatory compliances.</li><li>Participate in budgeting, forecasting, and variance analysis exercises.</li><li>Conduct financial analysis to support management decision-making.</li><li>Ensure compliance with accounting policies, internal controls, and company procedures.</li></ul>Required Qualifications &amp; Skills:<ul><li>Qualified Chartered Accountant (CA) from ICAI (Fresher or up to 1 year of experience).</li><li>Strong knowledge of accounting standards, taxation, and financial regulations.</li><li>Proficiency in MS Excel and accounting software (e.g., Tally, SAP, QuickBooks, or ERP systems).</li><li>Excellent analytical, problem-solving, and communication skills.</li><li>Ability to work independently as well as in a team environment.</li><li>High attention to detail and commitment to meeting deadlines.</li></ul>What We Offer:<ul><li>Exposure to diverse finance and accounting functions.</li><li>Mentorship from experienced finance professionals.</li><li>Opportunities for learning, growth, and career development.</li><li>Competitive compensation and performance-based incentives.</li></ul>How to Apply:Interested candidates may send their updated resume to hra@pgma.co.in with the subject line &ldquo;Application for CA Fresher &ndash; NAMEJob Type: Full-timePay: From &#8377;350,000.00 per yearBenefits:<ul><li>Cell phone reimbursement</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Trainee Chartered Accountant

Davies Talent Solutions

Launch Your Financial Services Career with a Thriving Firm!My client is a well-established yet expanding firm within the financial services industry. We pride ourselves on our dynamic and supportive work environment, offering exceptional opportunities for ambitious individuals to learn, grow, and build a successful career.The Opportunity:Are you a recent graduate looking for your first step into the exciting world of financial services?We are seeking enthusiastic and driven individuals to join our growing team. This role offers a unique entry point into the financial services sector, providing a platform to develop valuable skills and gain exposure to various aspects of our business.What We're Looking For:<ul> <li>Educated up to degree level</li><li>Excellent communication and interpersonal skills.</li><li>A proactive and eager attitude with a strong desire to learn.</li><li>The ability to work effectively both independently and as part of a team.</li><li>A strong work ethic and a commitment to delivering high-quality results.</li></ul> What We Offer:<ul> <li>A fantastic opportunity to launch your career in the financial services industry.</li><li>Comprehensive training and ongoing support to help you succeed.</li><li>Excellent opportunities for career growth and professional development within a fast-growing company.</li><li>A supportive and collaborative work environment.</li></ul>

Customer Acquisition Agent

<div>EY Dubai Assurance &ndash; Financial Accounting Advisory Services (FAAS) Graduate Program
Location: Dubai, United Arab Emirates
Are you ready to shape the future with confidence?
Here at EY, you&rsquo;ll have the chance to build a truly exceptional experience. We&rsquo;ll empower you with the latest technology, surround you with high-performing teams, and provide the global scale and diverse and inclusive culture you need to discover your full potential. Through our coaching and training programs, you&rsquo;ll develop the skills you need to stay relevant today and, in the future, &ndash; all while building a network of colleagues, mentors, and leaders who will be on the journey with you at EY and beyond.
The opportunity: your next adventure awaits
You will be working with one of the most trusted, respected and influential teams in the industry. Global Assurance&rsquo;s purpose is to inspire confidence and shape your future with confidence. We do so by protecting and serving the public interest, promoting transparency, supporting investor confidence and economic growth and nurturing talent to provide future business leaders for the global marketplace.
The opportunity is specifically in the Financial Accounting Advisory Services (FAAS) sub-service line under Assurance. Our FAAS practice supports our clients in determining, monitoring and disclosing the financial and non-financial insights to their stakeholders. With approximately 6,000 professionals in 25 regions, our multidisciplinary teams work with clients on projects such as managing accounting and reporting challenges, transaction accounting, Risk, Technology, corporate governance, corporate treasury services and Business Development and Marketing. Click here to learn more about our Assurance service line.
If you are a university graduate, the EY Graduate Program could be the opportunity for you. You will be part of a team working with interesting clients, and we'll help you to enhance your strengths and acquire new skills for your career.
What we look for:
<ul><li>You have an agile, growth-oriented mindset. What you know matters, but the right mindset is just as important. We&rsquo;re looking for innovative individuals who can work in an agile way and keep pace with a rapidly changing world.</li><li>
You are curious and purpose driven. We seek individuals who see opportunities instead of challenges and ask better questions to find better answers.</li><li>
You are inclusive. We value individuals who embrace diverse perspectives, appreciate differences, and work inclusively to build safety and trust.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s or master&rsquo;s degree in accounting or finance, IT, Computer Science or any related filed completed within the past 18 months.</li><li>
To comply with the legal requirements, only UAE Nationals will be considered
</li></ul>What&rsquo;s in it for you:
<ul><li>Accelerate your technical capabilities and transformative leadership skills with future-focused courses and development programs.</li><li>
Broaden your horizons by working on highly integrated teams across the globe and collaborate with people of diverse backgrounds.</li><li>
Bring out the best in yourself with continuous investment in your personal well-being and career development.</li><li>
Develop your own personal purpose and help us create a positive ripple effect on our teams, our business, clients and society.</li></ul>
What you can expect:
Step 1: Apply
Please complete the online application and answer all the questions.
Step 2: Online Assessments
If selected, you will receive an invitation to complete the EY online assessments.
Step 3: Interview
Upon passing the assessments, you will receive an invitation for an initial interview.
Step 4: Attend
If shortlisted, you may be invited to attend a recruitment day or a technical interview.
Step 5: Receive
If successful, you will receive an offer to join EY and begin your career at one of the best companies to work for.
Are you ready to shape your future with confidence? Apply today.
To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.</div>

EY Dubai FAAS Graduate Program

DRIEHOEK CAREER

Job Title: Accounts Trainee Salary: &#8377;8,000 &ndash; &#8377;10,000 per month Job Description: We are looking for an Accounts Trainee to assist with day-to-day accounting tasks, data entry, and financial record maintenance. Candidates should have basic knowledge of accounting principles and MS Excel. Contact: 7736705986Job Types: Full-time, Permanent, Fresher, InternshipPay: &#8377;8,673.59 - &#8377;12,126.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Commuter assistance</li><li>Flexible schedule</li><li>Health insurance</li><li>Internet reimbursement</li><li>Leave encashment</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

Accounts trainee

Isca Recruitment Ltd

Isca Recruitment is delighted to be recruiting for a proactive Accounts Assistant to join a dynamic business in a new position as the Trainee Management Accountant at their Exeter office.Working as a key part of a friendly team, this is an opportunity for an individual with accounting experience to further develop their career with a growing professional business. Reporting to the Management Accountant, the Trainee Management Accountant will be responsible for supporting the preparation of management accounts for the group's businesses, supporting the maintenance of the accounting ledgers and provision of other management information.Trainee Management Accountant Duties:<ul><li>Assisting with the maintenance of the purchase ledger. </li><li>Preparing journals, accruals and prepayments.</li><li>Assisting in the preparation of monthly management accounts for multiple subsidiary businesses including variance analysis and commentary.</li><li>Assisting with the production of accurate and timely financial and management reports.</li><li>Income and statement reconciliations.</li><li>Identifying and investigating discrepancies.</li><li>Collaborating with colleagues across the business to respond to queries and gather financial data.</li><li>Project work including systems and process improvements.</li></ul>Salary: £28,000 - £30,000paBenefits: Study support for AAT / CIMA, company pension scheme, 25 days holiday + Bank holidays, bonus of up to 7.5%, life assurance, free parking and a long term and rewarding career in an expanding business!Hours: Mon - Fri, 37.5 hoursLocation: Office / home based - hybrid working with 3 days per week in the officeTrainee Management Accountant - The Person:<ul><li>Self-starter with a desire to work in a fast-paced business, and ambition to grow with the business. Proactive approach to work and enthusiastic to take on new challenges.</li><li>Recent experience of purchase ledger, journals, reconciliations, prepayments and accruals.</li><li>Strong reconciliation and analysis skills.</li><li>Competent IT skills, including use of Excel (look ups and pivot tables) and accounting software.</li><li>Willingness and commitment to study towards AAT / CIMA.</li><li>Confident interpersonal and communication skills with a good team spirit.</li><li>High levels of accuracy and attention to detail.</li></ul>This role is commutable from Exeter, Tiverton, Cullompton, Exmouth, Newton Abbot and surrounding areas. _This is an urgent requirement; CVs will be reviewed upon receipt with interviews to take place ASAP. Isca Recruitment Ltd provides services as an agency and an employment business. Isca Recruitment is an Exeter based boutique recruitment consultancy making the perfect match between client and candidate. Specialists in office support, accountancy and finance across the South West.

Trainee Management Accountant

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