Insurance brokers are the link between insurance companies and customers. They use their knowledge of the insurance market to find the most suitable policies for individual or business clients. Insurance brokers offer products from more than one insurer, so they must give impartial advice. The work usually involves: gathering information from clients to assess their [...]
Company secretaries, sometimes known as chartered secretaries, make sure that companies and their directors obey company laws and regulations. They have a wide range of financial and legal management responsibilities. Their work typically involves: keeping company records such as lists of directors and shareholders sending company information to Companies House or to the Stock Exchange [...]
Business advisers give independent advice to small and medium-sized businesses. They aim to help new businesses start up, and to encourage established businesses to grow and become more competitive. Business advisers: analyse the client’s business to understand its current performance and future potential help and advise new businesses, for example by developing business plans and advising on sources of finance and grants help businesses to [...]
Bursars, also known as school business managers, are senior financial and administrative managers in schools. They make sure that the school’s budget and resources are used in the most efficient way. Financial management and accounting is a major part of the job, for example: keeping accounts and reporting on the school’s financial position advising the [...]
Auditors can carry out either internal audits or external statutory audits. External audits are independent assessments of a company’s financial position, and are required by law. External auditors do a series of tests on a company’s financial records to show a ‘true and fair view’ of the profit and loss for that year. Their duties include: examining company accounts collecting and [...]
Accounts clerks keep accurate financial records and help to prepare accounts in all types of business. They may also be known as finance clerks or bookkeepers. Typical duties include balancing accounts (double entry book-keeping) processing sales invoices, receipts and payments preparing statements showing income and expenditure completing VAT returns checking that accounts are accurate preparing wages and processing [...]
Accounting technicians keep accurate financial accounts for all types of business. Most accounting technicians also help qualified accountants by preparing and analysing financial information. Typical duties include: processing and paying invoices recording receipts and payments preparing and checking ledger balances and other monthly and yearly accounts completing and submitting tax returns monitoring company expenses using [...]
