We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients’ needs and objectives. They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
The Finance Team
Responsible for obtaining and handling any monies on behalf of the business, the team controls and processes the income and expenditure in addition to ensuring effective business running with minimum disruptions.
Besides the traditional roles of handling the payroll, income and expenses, the Finance Team’s responsibilities also include analysis to improve key business strategies.
Job Description:
Key Activities:
- Providing support to our existing Finance Department
- Assisting with reconciliation of Commission and Fee Statements on our Income Management system
- Maintaining and reconciling Excel cashbooks
- Sage bookkeeping
- Cross-referencing Sage with our Income Management system
- Maintaining Aged Debt and tracking progress of payments from providers
- Carrying out data checks
- Working to tight, recurring deadlines
- Accurately updating and maintaining information on back-office systems, including policy valuation data
- Communicating with different teams within the practice to deliver an efficient workflow
Additional Duties:
- Responsible for property/office related issues e.g. fire alarm testing, annual PAT testing
- Maintaining the Team’s diary system
- General assistance with ad hoc projects and requirements
About You:
- Experience within an IFA firm would be advantageous, but not essential
- A knowledge of bookkeeping would be advantageous, but not essential
- Experience with Sage and reconciliation would be advantageous, but not essential
- An understanding of internal cashflow would be advantageous, but not essential
- A keen eye for detail
- Strong time management and prioritisation skills
- Excellent organisational skills with the ability to multitask and manage workloads
- Excellent IT skills and familiarisation with Microsoft Office
- Excellent communication skills and a professional telephone manner
- Ability to work under pressure
- Ability to work as part of a team
- Hard-working and enthusiastic
Benefits
- Group Life Assurance
- Workplace Pension
- Training and Qualifications programme available
- Option to participate in Cycle to Work scheme
Finance Support / Accounts Administrator (BW-2031)