FUSION CONSULTING

Responsibility

• provide strong account management to key clients, acting as the main and focal point of contact
• they will be required to maintain an excellent relationship with these clients, whilst also ensuring internal departments are collaborating effectively
• create a deeper understanding of clients’ business strategy
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• ensure clients get maximum value from Fusion and client satisfaction remains high
• retention of clients is key, but growing the revenue of each client is also crucial
• maintain MS Dynamics for accurate reporting
• total client satisfaction is at the heart of what we do
• account Planning for 360 clients
• introduction to new services when applicable
• manage project expectations and issues
• the Account Manager will be responsible for looking after a mixed client portfolio incorporated of both small-to-medium entrepreneurial businesses and private clients/international high net worth individuals
• produce and update client matrix
• upsell and Cross sell
• it will be important to identify opportunities across other areas of the business for the client - upselling and cross-selling when appropriate - and making introductions when necessary
• bespoke marketing strategy to clients
• client relationship building through calls, meetings and entertaining
• weekly 360 meetings with Heads of Departments
• bespoke marketing strategy for clients
• provide additional support to department Heads
• fortnightly 360 meetings with Heads of Departments

Requirements

• client Services
• relationship Management
• sales
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• account Management Experience
• must have previous account management experience, ideally within professional services
• knowledge of CRM systems is desirable
• excellent telephone and written communication skills
• ability to interact professionally with clients, able to prioritise workload and be self-sufficient whilst also working in a team environment

Earnings for position account manager

Responsibility

• maintain records of our clients using accounting software packages including Xero and Sage 50
• the role of Senior Accountant will report directly to the Head of Accounting
• liaising with clients on any queries
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• making journal entries for all receipts, payments, and other financial transactions
• undertake financial close procedures for the month end, including inter-company balance reconciliation
• preparing management accounts and month end reconciliations, including commentary
• working with our team of accountants, you will be required to complete end to end accounting tasks for a range of SME businesses, using industry leading tools
• hold client meetings advising them of potential Tax/Accounting implications
• use cloud accounting tools to process transactions, prepare and post journals, update all ledgers, perform bank reconciliations ready for the monthly reporting process
• preparing of service charge accounts
• preparing extended trial balances including the final year end trial balance
• preparing cash flow statements
• running the monthly payroll for clients, including RTI submissions and pension contribution calculations
• drafting and finalising year end accounts for Limited and LLP’s from start to finish under FRS 102, Section 1A and FRS 105, ready for client and management review
• preparing corporation tax computation calculations and basic tax planning
• dealing with the preparation and completion of VAT returns, including EC Sales and Intrastat returns
• support the Head of Accountancy

Requirements

• business Advisory
• vat Returns
• acca
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• xero

Earnings for position senior accountant

Responsibility

• this will be a part time role
• working with our team of Tax professionals, you must have experience in Drafting Wills, Trusts, LPAs Estates
• scoping the matter
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• drafting Wills Trusts and Estates, and making sure the Client understands the document
• drafting Lasting Powers of Attorney
• dealing with third party organisation where necessary
• reporting to the Directors, we are looking for a Private Client Solicitor who has an excellent working knowledge of Will drafting, Trusts and Estates
• you will be required to have a call or face to face meeting with the clients to find out the Clients needs

Requirements

• estate Planning
• trusts
• wills
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• private Client
• qualified Solicitor or Chartered Legal Executive with minimum 2 years technical relevant experience and knowledge is essential
• STEP or CiOT membership is desirable
• experience in dealing with High Net worth and Ultra High Net worth individuals
• be business development focused
• have excellent Client service skills
• must be highly organised, proactive and a self-starter
• excellent written and verbal communication skills

Earnings for position private client solicitor

Responsibility

• you will be required to nurture leads generated by the Company
• you will be required to communicate effectively with all leads for qualification and achieving new deals
• booking in calls with advisors
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• responsible for reporting on and assisting with the driving of the monthly revenue target with Advisors
• to manage inbound leads from marketing campaigns and ensure they are handled by the relevant Advisor
• coordinating call-backs, lead follow-up for all client engagements
• ensuring all CRM is always kept up to date
• to assist the Fusion Tax Practice which comprises of UK private client service provision to a number of clients around the globe
• sales forecasting
• creating and sending client agreements and chasing until signed

Requirements

• general Administration
• CRM databases
• phone Manner

Earnings for position sales administrator

Responsibility

• reporting directly to the Head of Financial, you will be required to assist the lead consultant and other advisers
• adding new client data onto back-office system
• sending Letters of Authority and regularly following up with the providers
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• liaising with clients and providers where appropriate
• processing fund switches and withdrawals
• booking in client calls, fact find meetings and sending relevant documents
• adding and updating new business and fees onto back-office system
• dealing with telephone and postal queries
• this is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority
• processing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
• producing client valuations
• scanning documents onto back-office system when required
• dealing with internal reporting on prospects, clients, status and fees
• working with the finance team on commission income reconciliation
• supporting colleagues with general miscellaneous admin
• assisting with any other duties as required by the Head of Financial Services

Earnings for position ifa administrator