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SalaryOur client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Assistant to join their busy team!
They offer impartial advice on financial matters that are tailored to meet their clients’ needs and objectives.
They recommend suitable financial products and assist with financial planning after conducting a detailed review of the financial position, circumstances, and attitude towards investment risk.
In a nutshell, as the Accounts Assistant you are responsible for obtaining and handling any money on behalf of the business.
Job details:
- £22,000 - £26,000 p/a depending on experience
- Hours are 9-5 Mon to Thurs , 9-4 Friday.
Working from their beautiful offices near Plymouth Hoe, this is an excellent opportunity to take your career to the next level!
Besides the usual roles of handling the payroll, income and expenses, the Finance Team’s responsibilities also include analysis to improve key business strategies.
Key Activities of the Accounts Assistant:
- Providing support to their 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 g. fire alarm testing, annual PAT testing
- Maintaining the Team’s diary system
- General assistance with ad hoc projects and requirements
Key Skills of the Accounts Assistant:
- 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
Key experience that is desirable but not essential:
- Experience within an IFA firm would be advantageous
- A knowledge of bookkeeping would be advantageous
- Experience with Sage and reconciliation would be advantageous
- An understanding of internal cashflow would be advantageous
Should the role develop further, they may include some additional tasks and responsibilities - you may be required to undertake other duties from time to time e.g. attend events as required.
If this sounds like you, please apply with your CV in word format today! Please contact Emma Hutchings at the Pertemps Plymouth branch for more details.
