The business offers a comprehensive financial planning and advisory service to clients and they are now looking to strengthen their team with the addition of an experienced accounts administrator.
Key duties of the role include:
- Providing support to our existing accounts department.
- Updating and maintaining information on back-office systems, ensuring all compliance requirements are met
- Commission fees reconciliation
- Reconciliation of Advisers expenses
- Tracking the progress of payments from providers, obtaining updates when required
- Communicating with different teams within the practice to deliver an efficient workflow
The key skills and experience we are looking for are:
- A keen eye for detail.
- Strong time management and prioritisation skills.
- Excellent organisational skills with the ability to multitask and manage workloads and work to deadlines
- Hard-working and enthusiastic.
- 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.
- Experience of working within an office environment.
- Some knowledge of working in accounts.
- Experience with Sage and reconciliation is desirable but not essential.
- A knowledge of bookkeeping is desirable but not essential.
- An understanding of internal cashflow is desirable but not essential.
- Experience within an IFA firm is preferable but not essential
The role includes:
- Competitive employee benefits package
- Training and qualifications programme available.
Accounts Administrator, Plymouth (BW-1731)
The business offers a comprehensive financial planning and advisory service to clients and they are now looking to strengthen their team with the addition of an experienced accounts administrator.
Key duties of the role include:
The key skills and experience we are looking for are:
The role includes: