Do you have a background in Administration and Accounts?Our 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.

Accounts Assistant

Assistant Accountant

Assistant Accountant - Reporting & Systems

Finance Assistant

Assistant Accountant

Assistant Accountant - Reporting & Systems

Finance Assistant