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Finance Administrator, Birmingham (BW-1950)

£20000 - £25000 plus benefits


Finance Administrator
£25,000 + benefits
A well-established and directly authorised Wealth Management business that delivers financial planning solutions to a wide range of private and corporate clients.
You will have a designated area of responsibility within the Finance Team, which is either the incomings or outgoings of the business. Your role will enable the Finance Team to fulfil their targets and broader responsibilities on time and in a qualitative manner. 
About the role
You will be an integral member of the finance team, responsible for the input and output of the income within the business, using the back-office system (Intelligent Office). Responsibilities are expected within deadlines and to be accurate.
  • Produce Weekly, Monthly, Quarterly and Annual Management Information
  • Conduct Data entry into Back Office
  • Conduct Data entry into Accounting Software (Sage)
  • Monthly expenditure bank breakdown for Sage 
  • Manage Banking and Payments
  • Monthly reporting of outstanding creditors
  • Chase and Reconcile Expenses
  • Prepare and Monitor Invoices
  • Organise and order office supplies
  • Maintain Asset Register
  • Weekly forecast and reporting of cashflow
  • Weekly reporting of cost management
  • Monthly Comparison of cashflow
  • Assist in Budgeting and Planning
  • Assist in weekly uploads to our financial system
  • Keeping transactional accounts up to date and accurate
  • Chasing and actioning any missing transactional items
  • Maintain clear and timely communication to the internal and external stakeholders
  • Ensure all supporting documentation is maintained as per company procedure
  • The delivery of a quality and timely reporting
  • Maintain management information on the group 
  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules
  • Comply with the relevant compliance, TCF, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm
  • Keep up to date with all relevant product, legislative and technical changes
About You
  • AAT Qualification Desirable
  • Effective time management skills
  • Ability to prioritise to reach deadlines
  • Intermediate in MS Office (Excel, Word etc.)
  • Strong attention to detail
  • Excellent record keeping 
  • Ability to communicate effectively – at all levels internal and external
  • Flexible approach and very adaptable to change
  • Team player
  • Inter-personal skills
  • Discipline – diligent and efficient, stick to processes
  • Drive & Initiative
  • Integrity
  • Business Acumen – commercial awareness
  • An understanding of the Financial Planning industry would be very useful to include the sales process, products and services offered and an appreciation of the firm’s administration and client service requirements and who does what within the business
  • Organisational skills – to be able to monitor and manage own workloads as well as workflows 
  • Strong understanding of how to maximise the use, efficiencies and other benefits from the Back Office System 
  • Life Assurance
  • Pension scheme membership
  • Team Days Out
  • Social Events
  • Regular training workshops off site
  • Bonus Structure
  • Exam support
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: