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Client Support Accountant position at Trinity Estates Location – Hybrid/Hemel Hempstead, Hertfordshire Working Hours – 09:00 – 17:15 Monday - Friday Salary – Competitive About Trinity Estates: Trinity are one of the largest residential property management companies in England and Wales. Working with leading house builders across the country, Trinity provides residential management services nationally. Our property professionals are home based and are located locally to the sites they manage. They are fully supported by a comprehensive team in our Hertfordshire head office which comprises, Surveyors, Accountants, Legal professionals, and a large customer support team. Trinity is part of the Trinity Property Group, an Odevo Group Company. Benefits: The company offers various benefits, including: • 24 days annual leave for work-life balance., • Discounts on shopping and services through Perkbox., • Employee Assistance Programme for confidential support., • Hybrid and flexible work opportunities., • Financial support for personal development., • Opportunities for career growth., • Recognition incentives., • Cycle to Work scheme for a healthy lifestyle., • Employee Referral Scheme for potential bonuses. Job Description: The Client Support Accountant is primarily responsible for providing administrative and accounting support to the Client Accountants. Key responsibilities and tasks include: • Service Charge Accounts:, • Completing weekly ‘open period’ checks and ensuring the system is up to date, • Preparing year end bank reconciliations, • Checking and uploading balancing charges / credits, • Issuing year end accounts in a timely manner, • Issuing Section 20B notices, • Budgets:, • Preparing standard and pro-rata budgets in accordance with the work planner, • Responding to Property Manager budget queries and highlighting areas of concern, • Accurately reviewing and tidying up budgets in preparation for issuing, • Uploading budgets to Propman and saving relevant documents, • Chasing up any late approvals of budgets, • Other:, • Preparation of quarterly financial reports, • Processing Service Charge Amendments in accordance with the signed request, • Recharge items (including utilities/insurance/other), • Liaising with internal and external clients to resolve queries in a timely manner, • Professionally dealing with resident phone queries Qualifications and Skills: Candidates for this position should have the following skills and qualifications: • At least 1 years’ experience within Finance, • Ideally educated to ‘A’ Level standards (or equivalent), • Ideally completed, or working towards AAT Level 4 / CIMA Certificate or QBE, • Experience of data input and general finance administration, • Sound understanding of double entry bookkeeping (payments & accruals), • Intermediate computer skills (Microsoft packages, data manipulation, VLOOKUP formulas and pivot tables, • Professional telephone manner, • Excellent attention to detail, • Responsible, reliable and approachable, • Ability to stay calm under pressure and prioritise workload Application Process: All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required. For further information, or to explore more opportunities, you can visit Trinity Estates on or our . If you have questions or would like more details, you can contact our recruitment team at , quoting the reference number #LI-MS1.

An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area. This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial advicea

Merchandise Financial Planner Responsible for leading BRIS merchandise planning and in-season trading.

Nigel James Associates are delighted to be working with an SME Financial Planning company based in Buckinghamshire who are seeking an experienced Financial Planner to join their business. You will be fully supported by a dedicated Paraplanner.

Financial Planner job offering future opportunities to join a growing advice businessAre you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the N

A leading financial services firm is seeking a Regional Director to build lasting client relationships and deliver exceptional financial planning services.

Chartered Financial Planner status (CII) — essential. This opportunity would suit an established Chartered Financial Planner who:. AUM is seeking an experienced Chartered Financial Planner to join its London office.

Clear progression into a Financial Planner role within 1–2 years. Clear ambition to progress into a client-facing Financial Planner role. Level 4 Diploma-qualified (or near-qualified) Paraplanner.

A reputable financial planning firm in Wiltshire is seeking an experienced Financial Planner. The role offers a competitive salary between £50,000 and £60,000 and encourages a focus on delivering quality financial advice while inheriting a client base.

At NOVA, your title will be 'Financial Planner'. While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning our end-to-end advice process, deciding the recommendations and curating the financial plans for our customers, whilst helping

A financial advisory firm in the UK seeks a Financial Planner to build a client base and support workplace financial wellbeing services. In this role, you'll generate new business and conduct thorough assessments of clients' financial needs. You will collaborate with a supportive team, ensuring comp

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents. The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (

A wealth management firm is seeking an Assistant Financial Planner to join its London team. In this role, you will support experienced Financial Planners, conduct initial client reviews, and prepare essential documentation. Ideal candidates will be degree educated, Level 4 qualified, with at least 2

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families?. This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and cont

Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. Financial Planner £50 - £70,000 (Expected £80k in year 1), plus benefits and bonus. They have a highly att

We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Solihull area. You will be responsible for servicing an existing, loyal client base, maintaining

This role offers a clear path to developing into a full financial adviser. Candidates should possess strong organizational and communication skills, alongside proficiency in financial software and Microsoft Office. A growing wealth management firm is looking for a Trainee Financial Adviser to provid

A respected financial planning firm is seeking experienced Financial Planners to join its advisory team in the UK. The ideal candidate will deliver comprehensive retirement and financial planning advice to individuals from major employers, focusing on client relationships without the need for prospe

A innovative financial services firm in London is seeking a Trainee Financial Adviser to kick-start your career in financial planning.

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level e

A client of ours in the Bury St Edmunds area are recruiting a Financial Planner Support to join their team. This role will provide admin support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings. Keep Financial Planners and

A leading recruitment agency is seeking a Graduate Trainee Financial Planner in London. This role offers a development programme designed to lead to qualification as a Financial Planner. Responsibilities include assisting Financial Planners and participating in client meetings, with support for navi

An established and forward-thinking wealth management firm is seeking an experienced Financial Advisor to work closely alongside the Managing Director, supporting and ultimately leading the delivery of advice to a high-quality HNW client base. You will play a pivotal role in delivering a high-touch,

An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. You're a qu

Fram is working with a financial planning firm that is looking to engage with a Trainee Financial Planner to support its long-term growth in York. Over time, the intention is to build the experience, technical grounding, and confidence required to progress into a client-facing Financial Planner role

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm. Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communic

I am recruiting for a key client of mine, a Kent based IFA firm who are seeking to recruit 2 Senior Financial Planners. If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdvisions. Whole of market financial planning business.

As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will have support from a paraplanner and financial administrator and wi

A professional advisory firm in the West Midlands is seeking an established Financial Adviser to manage a book of business from a retiring adviser covering Birmingham and Solihull. The role involves providing comprehensive financial advice, managing ongoing client relationships, and generating new b

At NOVA, your title will be 'Financial Planner'. While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning our end-to-end advice process, deciding the recommendations and curating the financial plans for our customers, whilst helping

A growing Financial Planning firm in the West Midlands is seeking an experienced Advisor to provide financial advice across investments, pensions, and tax planning.

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You're a driven and dynamic Financial Planner with a hunger for success and a passion for delivering ex

Deliver holistic financial planning advice built around lifetime cashflow planning software to help clients achieve long-term goals. Financial rewards directly correlated with delivering excellent outcomes for clients.

A prestigious boutique Wealth Planning firm in Greater London is seeking a Financial Planner to manage an existing client bank of 80-100 high worth clients. A strong financial planning background and the CII Diploma in Regulated Financial Planning (DipPFS) are essential for this role.

As a Financial Planner, you will provide financial planning advice to our client's clients, primarily Medical Professionals. Gain experience with financial planning products and services, and stay updated with financial products and legislation through continuous professional development (CPD). Join

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You're a driven and dynamic Financial Planner with a hunger for success and a passion for delivering ex

A client-focused financial firm in Greater London is seeking a Financial Analyst to provide personalized financial advice that combines traditional expertise with modern tools, including AI. Ideal candidates have over 1 year of experience in financial advisory and strong communication skills.

An innovative firm is seeking passionate financial professionals to join their mission of making personalized financial expertise accessible. Join a team dedicated to transforming the financial wellness industry and making a real impact on people's financial health. Enjoy the flexibility of working

Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring client engagement and understanding, whilst working towards agreed activity targets. We are looking for a Chartered Financial Planne

I'm currently working a long-standing client - a well-established and highly regarded wealth planning firm in the Birmingham area who are looking to welcome an experienced Financial Planner into their growing team. This role would suit a motivated and proactive Financial Planner who enjoys building

A financial services company in the East Midlands is seeking an ambitious Financial Planner to join their well-established team. In this role, you will deliver exceptional client service and contribute to financial strategies tailored to individual client needs. Successful candidates will possess a

Handle client enquiries and support existing Financial Planners with reports and information for client meetings. Graduate Trainee Financial Planner. An excellent opportunity has arisen for a bright, motivated individual to work in a fast‑paced office working closely with the Practice Principal in

A leading wealth management firm in Buckinghamshire is seeking an experienced Financial Adviser to provide independent financial planning and investment management.