Financial reporting manager Work, Jobs in Cranleigh, Sry (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
Interim Financial Reporting Manager
Collinson —Haywards Heath
- Hybrid work
- Hotel
Accounting and Financial Reporting Assistant Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Tax experience
Accounting and Financial Reporting Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Supervising experience
Customer Service Manager
Lumina Rose Consulting —Woking
- £40,000 - £60,000 a year
- Full-time
- Hybrid work
- Management
- English
- Supervising experience
- Free parking
Quick apply
1d
Finance Manager / Controller (Business Unit)
UDlive —Alton
- £60,000 - £70,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Master's degree
- Free parking
Quick apply
Head of Service for Adult Community Health Services
Royal Surrey NHS Foundation Trust —Godalming
- £81,774 - £93,879 a year
- Full-time
- Management
6d
Finance & Office Manager
B & M Double Glazing —Brighton
- £35,000 - £50,000 a year
- Full-time
- Supervising experience
- In-person
- Office experience
- Free parking
Quick apply
20h
Finance Manager
Compassion in World Farming —Godalming
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Driving
- Accounting
- Free parking
- Annual leave
1d
Finance & Operations Manager
Jewel Home Group Ltd —Bagshot
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
8d
Assistant Finance Manager
BCA —Camberley
- £45,000 - £53,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Management
- Team management
- Employee assistance programme
- Employee discount
Quick apply
Financial Reporting Team (FRT) Senior
Kreston Reeves —Horsham
- Full-time
- Hybrid work
- Supervising experience
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Financial Planning & Analysis Manager
Infor —Farnborough
- Hybrid work
- Microsoft Excel
- Management
- Master's degree
Senior Accounting Manager
Watlow Electric Manufacturing, Inc. —Worthing
- Full-time
- Microsoft Excel
- ERP systems
- English
Quick apply
SCUK Risk & Controls Manager (Non-Financial Risk)
SCU Santander Consumer (UK) plc —Redhill
- £57,000 - £67,000 a year
- Full-time
- Hybrid work
- Leadership
- Negotiation
- Employee assistance programme
14d
People Operations Manager - Events
Sodexo —Ascot
- Up to £44,000 a year
- Weekend availability
- Microsoft Excel
- Driving
- Organisational skills
- Employee assistance programme
Quick apply
6d
Operations Manager
Clear People —Haywards Heath
- £38,000 - £45,000 a year
- Full-time
- Management
- IT
- In-person
Quick apply
17h
Regional Operations Director - Places Leisure
Places for People —Camberley
- £80,000 - £90,000 a year
- Contracts
- Leadership
- Annual leave
- Employee discount
Deputy Finance Manager
East Surrey Hospital —Chertsey
- £51,657 - £58,785 a year
- Full-time
- Accounting
- Organisational skills
- Financial services
- Work from home
- Sick pay
Quick apply
23h
Procurement Finance Reporting Manager
Nomad Foods —Woking
- Microsoft Office
- Analysis skills
- Communication skills

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Client Service Executive

TrinityBridge -
Gatwick Airport

Apply Now

Job details

Permanent

Qualifications

IT
Financial services
Communication skills

Full job description

Join TrinityBridge Client Services team as a Client Service Executive. It is the CSE’s responsibility to ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner.

Key Resposibilities

Managing leads with the Client Relationship Management (CRM) system
Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement
Adherence to TrinityBridge Client Service procedures
Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
Preparing meeting packs, annual review packs and valuations for client appointments
Call management/client contact
Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
General ad hoc duties as required by the Practice or assigned by the Client Service Manager
Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous financial services experience
Excellent attention to detail
IT skills
Team player
Good communication skills - verbal and written
Excellent record keeping and reporting capabilities
Proactive nature to gain efficiencies
Ability to multi-task
Demonstration of inititative

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

financial reporting manager jobs in cranleigh, sry

Client Service Executive

Interim Financial Reporting Manager

Accounting and Financial Reporting Assistant Manager

Accounting and Financial Reporting Manager

Customer Service Manager

Finance Manager / Controller (Business Unit)

Head of Service for Adult Community Health Services

Finance & Office Manager

Finance Manager

Finance & Operations Manager

Assistant Finance Manager

Financial Reporting Team (FRT) Senior

Financial Planning & Analysis Manager

Senior Accounting Manager

SCUK Risk & Controls Manager (Non-Financial Risk)

People Operations Manager - Events

Operations Manager

Regional Operations Director - Places Leisure

Deputy Finance Manager

Procurement Finance Reporting Manager

I want to receive the latest job alerts for financial reporting manager in cranleigh, sry

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