Address
Form of work
SalaryPart-time finance administrator or bookkeeper required for an established and leading local financial planning firm. This is an office based part-time role (hours to be agreed) working very closely with our MD. 3 days per week salary range £19,800-£21,600. FTE £33,000-£36,000.
Can you work in close collaboration with our MD, learning and developing the systems together.
Keeping excellent records in a logical, structured and up to date way.
Can you coordinate our contract renewals, obtaining all relevant information and presenting the firms best options?
Do you enjoy working in a very structured, ordered and clean environment with set procedures.
If all the above fits you, this is a great opportunity to join a business that is already successful and has a very loyal client following.
Our purpose is to demystify financial planning and design simple structures and systems for people to understand.
If you like doing the basics very well, with a calm manner, in a calm environment, then we are looking for you.
The role
Working on a close one to one basis with our MD and working alongside other colleagues, the aim of the role is to provide financial administration activities to support the needs of the business.
The duties will involve carrying out all bookkeeping and financial duties including:
- Accounts reconciliation.
- Recording and reconciling commission receipts.
- Accounts payable.
- Contract renewals.
- Business banking.
- Recording and paying expenses.
- One off purchase invoices.
- Maintaining financial office filing and reporting systems.
Essential Skills
- At least two years experience gained working in finance, ideally within a small company.
- Able to commit to regular office based part-time hours.
- Strong IT skills and able to use Office Microsoft packages competently.
- Keen attention to detail with a methodical approach.
- Well organised, task orientated and able to co-ordinate a range of activities.
- Able to work closely with our MD in a very structured and ordered environment.
- Collaborating with the MD to learn the ropes and systems.
- Collaborating closely with the MD to redesign/upgrade procedures/systems.
- Able to follow specific instructions to ensure all tasks are completed as they should be an in a timely manner.
- Like working as part of a small team.
- Love achieving and getting stuff done.
Additional Information
Free parking at the office, 25 days holiday plus bank holidays, medical insurance after probation, qualifying company pension.
About the Company
We are an established financial planning company and well-known and respected in the area. Our focus is our clients, and we free up professional experts to thrive in a financial world of rapid change and unpredictability. We de-mystify and translate the complexity of pensions, allowing our clients to thrive with our expertise and we maximise their resources and hard-earned wealth so they can enjoy life, confident they are doing the best with what they have.
Our unique ways
We unravel - separating the elements into their constituent parts then putting them into a logical order.
We de-mystify - translating the jargon and gobble de gook into your language, plain English, so you understand the game youre playing.
We maximise - building something useful and purposeful for you.
Further information
This advert will run for up to 30 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success, please:
Check that you meet the criteria for the role.
Apply with a CV that is clear, concise, and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.
