Financial reporting manager Work, Jobs in Edenbridge, Ken (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
Finance Manager
Associated Country Women of the World —London
- Up to £45,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- QuickBooks
Quick apply
7d
Commercial Finance Manager
Dean Group (Ireland) —London
- Full-time
- Hybrid work
- Hospitality
- Microsoft Excel
- ERP systems
- Annual leave
- Employee discount
Quick apply
Project Manager
CGI —Leatherhead
- Full-time
- DevOps
- Agile
- Communication skills
Quick apply
Senior Data Analytics & Reporting Manager (f/m/x)
TeamViewer Germany GmbH —London
- Remote
- Sales
- SQL
- Leadership
- Employee discount
Quick apply
Partnership Manager
Safer Business Network Ltd —London
- £43,250 a year
- Full-time
- Hybrid work
- Management
- Business development
- Supervising experience
- Annual leave
Quick apply
10d
IT Project Manager
Air Charter Service —Surbiton
- Full-time
- Microsoft Word
- Microsoft Excel
- Project management
Quick apply
Events Planner
The HR Surgery —London
- £34,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Operations Manager
Clear People —Haywards Heath
- £38,000 - £45,000 a year
- Full-time
- Management
- IT
- In-person
Quick apply
6d
Aviation Invoicing Manager
JMC Aviation —Biggin Hill
- Microsoft Powerpoint
- Maintenance
- English
- Relocation assistance
- Annual leave
Venue Manager
Hawthbush Farm —Heathfield
- £30,000 a year
- Part-time
- Hospitality
- Bar
- Organisational skills
Quick apply
13d
Creator Success Manager, ShopYourLikes
Connexity | Skimlinks, a Taboola company —London
- Full-time
- Hybrid work
- CRM software
- Travel
- Annual leave
- Work from home
Quick apply
Property Project Manager
Anchor —Crawley
- £50,000 a year
- Maintenance
- Project management
- Travel
- Employee discount
13d
Program Manager – Global Product Portfolio & Operations
HeadFirst B.V. —London
- £5,000 - £8,000 a month
- Full-time
- Hybrid work
- English
- Project management
- Bachelor's degree
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 (Global)
Gray Dawes Group —London
- Full-time
- Hybrid work
- Analysis skills
- Employee assistance programme
Quick apply
9d
Financial Reporting Manager
Lucy Group Head Office —Dartford
- Analysis skills
- Bachelor's degree
- Continuous improvement
PMO Lead
LSEG (London Stock Exchange Group) —London
- Full-time
3d
Manager or Senior Financial Accountant, Financial Reporting
Pacific Life Re Services Limited —London
- Management
- Analysis skills
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
11d
Financial Planning Analyst
AXA —Royal Tunbridge Wells
- Microsoft Excel
- Analysis skills
- Organisational 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. This role would suit either a recent graduate looking to start a career in financial services or an experienced individual seeking to further develop their expertise.

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 edenbridge, ken

Client Service Executive

Finance Manager

Commercial Finance Manager

Project Manager

Senior Data Analytics & Reporting Manager (f/m/x)

Partnership Manager

IT Project Manager

Events Planner

Operations Manager

Aviation Invoicing Manager

Venue Manager

Creator Success Manager, ShopYourLikes

Property Project Manager

Program Manager – Global Product Portfolio & Operations

Financial Reporting Team (FRT) Senior

Financial Planning & Analysis Manager (Global)

Financial Reporting Manager

PMO Lead

Manager or Senior Financial Accountant, Financial Reporting

Financial Planning Analyst

I want to receive the latest job alerts for financial reporting manager in edenbridge, ken

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