Financial Adviser jobs in Chineham
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- Penningtons Manches Cooper LLPBasingstoke RG21 4FF
- Updating and maintaining financial system.
- Preparing half yearly letters to Court Funds Office for balance statements and tracking and logging the updated…
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- Charles StanleyGuildford
- You'll gain valuable exposure to investment management, client relationship support, portfolio administration, and wealth management operations while working…
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- Places for PeopleCamberley GU15 3QH
- Experience presenting complex financial analysis and recommendations to senior stakeholders.
- Working knowledge of financial standards, investment governance and…
- Charles StanleyGuildford
- Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients.
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- Charles StanleyGuildford
- Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients.
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- Price Ferguson LimitedGuildford GU1 2QP
- This is an outstanding opportunity for an adviser who enjoys providing holistic financial planning and wants the security of an existing client bank alongside a…
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- Partnership RecruitmentTheale RG7 8NN
- Providing holistic financial planning advice across pensions, investments, protection and retirement planning.
- Offices based in Eastleigh and Aldermaston.
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- Merryoaks Property FinanceFleet GU51 3NT
- Conduct scenario analysis at property, portfolio, financial structure and vehicle level.
- Ability to undertake financial analysis, stress-testing and sensitivity…
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- Royal Bank of CanadaWinchester SO23 8RY
- A world-class training program in financial services.
- An extremely detailed and diverse knowledge of business sectors, current business developments, market…
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- Resourcery Group LimitedCamberley GU15 3SP
- Annual leave
- Free parking
- Company pension
- On-site parking
- Lead rigorous financial appraisal of business cases,.
- Improve financial models and automate investment reporting to enhance decision-making.
- Placing FacesFarnborough
- (ONLY APPLY IF YOU HAVE THE FULL CeMAP QUALIFICATION)*.
- £24,000 - £26,000 basic salary + bonus.
- They will support you gaining experience in the Mortgage…
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- Company pension
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- Build confidence in sales with hands-on coaching from day one.
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- Impact Food GroupWoking GU21 6EB
- Annual leave
- Employee discount
- Company pension
- The ultimate goal of this role is to turn robust financial data into actionable commercial insight, enabling operational teams to drive growth, protect margins,…
- Mulberry RecruitmentFarnborough
- Company pension
- Independent financial adviser (IFA) firms or financial product providers.
- Opportunity to develop experience within the financial services sector.
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Finance Administrator - COP
Basing View, Basingstoke RG21 4FF
Part-time, Permanent
Finance Administrator - COP
Job details
Pay information not provided
Part-time, Permanent
Basing View, Basingstoke RG21 4FF
Full job description
Overview:
The COP Team have established a significant reputation for advising and assisting individuals, their families, carers, trustees, beneficiaries and other professionals on a broad range of issues arising from catastrophic personal injury, including serious brain injury with high value compensation awards. The team supports litigation lawyers throughout the conduct of the claim.
We work closely with the Court of Protection, the individual and their family to establish long-term relationships and to ensure all decisions are made in their best interests. Our aim is to relieve the pressure of financial decision making from family members, enabling them to continue to make the key choices and to support their relative on a day-to-day basis. Although our work largely focuses on financial management, we also become involved with welfare matters such as care funding, welfare benefits, deprivation of liberty special education and generally issues relating to capacity. The quality of work is both complex and rewarding undertaken within a dedicated growing team.
In the Legal 500, the COP Team are noted as “a very friendly yet professional team and are keen to ensure everything they do is centred fully around the client and in their best interests”, which epitomises the ethos of the team; supporting each other and their clients to achieve the best outcomes. Responsibilities:
The Finance Administrator will be expected to be able to undertake all of the tasks of the Cashier, as necessary, as follows:
At our firm, Diversity, Equity and Inclusion is a priority and at the heart of everything we do. We actively want to attract a diverse workforce and welcome applications from everyone, from all backgrounds. We are committed to promoting an inclusive culture where everyone can be their full selves and experience being seen and heard. You can find out more about our firm’s commitment, initiatives and Pennclusion committees here.
We ensure that there are equal opportunities and treatment for all job applicants and employees, at all stages of the recruitment process and employment, regardless of age, gender reassignment, marriage or civil partnership, pregnancy and maternity, disability, race (including colour, nationality, ethnic or national origin), religion or belief, sex, sexual orientation, gender identity, gender expression and social background. We aim to provide adjustments for people who have a disability, long-term health condition (including mental health) or neurodiversity. If you would like to request an adjustment, please contact Niamh.Madden@penningtonslaw.com.
Penningtons Manches Cooper is a leading UK and international law firm which provides high quality legal advice tailored to both businesses and individuals. We address the specific objectives of each client through our flair and technical expertise and offer a personal service founded on a strong team ethic.
The COP Team have established a significant reputation for advising and assisting individuals, their families, carers, trustees, beneficiaries and other professionals on a broad range of issues arising from catastrophic personal injury, including serious brain injury with high value compensation awards. The team supports litigation lawyers throughout the conduct of the claim.
We work closely with the Court of Protection, the individual and their family to establish long-term relationships and to ensure all decisions are made in their best interests. Our aim is to relieve the pressure of financial decision making from family members, enabling them to continue to make the key choices and to support their relative on a day-to-day basis. Although our work largely focuses on financial management, we also become involved with welfare matters such as care funding, welfare benefits, deprivation of liberty special education and generally issues relating to capacity. The quality of work is both complex and rewarding undertaken within a dedicated growing team.
In the Legal 500, the COP Team are noted as “a very friendly yet professional team and are keen to ensure everything they do is centred fully around the client and in their best interests”, which epitomises the ethos of the team; supporting each other and their clients to achieve the best outcomes.
- Managing the finance inbox;
- Uploading and cross-checking data following monthly credit card approval
- Residual balance on PMC to be cleared
- Preparing half yearly letters to Court Funds Office for balance statements and tracking and logging the updated financial figures
- Updating data following the annual statements on NS and I
- Requesting ad hoc statements requests from CFO and NS and I
- Maintaining, filing and assisting with queries on the utilities mailbox
- Assist with monthly money care statements and cross-checking receipts
- Assist with benefits account balances and reconciliation of annual expenses
- Monitor and assist with payments on Trust Bills
- Assist with cash flow monitoring
- Assist with all letters, utilities changes and documents for the change of deputyship and Trust matters and keep tracking log updated along with monthly update meetings with Finance Lead
- Update and maintain the OPG Supervision Tracking log
- Ability to work independently and part of a team
The Finance Administrator will be expected to be able to undertake all of the tasks of the Cashier, as necessary, as follows:
- Paying invoices;
- Updating and maintaining financial system
- Highlighting balance queries;
- Payroll payments;
- Creating, cancelling and amending standing orders.
- The Finance Administrator will be an ‘inputter’ for the purposes of online banking payments.
At our firm, Diversity, Equity and Inclusion is a priority and at the heart of everything we do. We actively want to attract a diverse workforce and welcome applications from everyone, from all backgrounds. We are committed to promoting an inclusive culture where everyone can be their full selves and experience being seen and heard. You can find out more about our firm’s commitment, initiatives and Pennclusion committees here.
We ensure that there are equal opportunities and treatment for all job applicants and employees, at all stages of the recruitment process and employment, regardless of age, gender reassignment, marriage or civil partnership, pregnancy and maternity, disability, race (including colour, nationality, ethnic or national origin), religion or belief, sex, sexual orientation, gender identity, gender expression and social background. We aim to provide adjustments for people who have a disability, long-term health condition (including mental health) or neurodiversity. If you would like to request an adjustment, please contact Niamh.Madden@penningtonslaw.com.
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