Finance Assistant - Stockton-on-Tees, United Kingdom - Joslin Rhodes Lifestyle Financial Planning Limited

Joslin Rhodes Lifestyle Financial Planning Limited
Joslin Rhodes Lifestyle Financial Planning Limited
Verified Company
Stockton-on-Tees, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Is this your fantastic new career?
Are you looking for a rewarding new role to build on your Finance experience?

Can you help us deliver an excellent service to a client-driven business?

Yes?

Then this could be ideal for you

  • Join a local awardwinning company with a
    20year heritage:

  • Best Financial Advisers To Work For - Professional Adviser Award 202
  • You'll be working alongside our Financial Controller and will be a positive, organised individual who works well under pressure.

Do you relish the idea of a challenge?

The opportunity includes:

  • Maintaining Purchase and Sales Ledgers on our accounting system and ensuring any issues are resolved in a timely manner
  • Driving credit control activities, raising client invoices and recording receipts
  • Recording of revenue, including monthly reconciliation of paid income
  • Coding all invoices and expenses ensuring they are authorised according to the process, including credit card purchases
  • Managing the day to day banking for the business, raising payments, recording receipts and maintaining accurate records
  • Supporting the department with various administrative tasks for example as preparing, scanning and filing documentation
  • Organising procurement activities, ensuring requests are authorised by the relevant heads of department and creating purchase orders
  • Help the other departments in the Business Support team with tasks when required

Joslin Rhodes have been providing retirement planning and investment management on Teesside for
over 20 years.


We look after over
£200 million of investments and have helped thousands of local retirees 'know that they have enough'.


You don't need to be qualified - if you're
prepared to put the work in then we're happy to
train you and
study support or
Apprenticeship pathways could be provided for the right person.

It's just what we do.

Our Core Values

  • We tell it like it is
  • We simplify to empower
  • We champion the human outcome
  • We give warmth & comfort
  • We put WOW in everything we do

Does this sound like a role you would enjoy?
Have you experience within a Finance role and/or relevant experience in administration?

Do you have a basic understanding of bookkeeping and accountancy procedures?

Are you driven by quality & accuracy to "get it right first time"?

Are you computer literate with a knack for Excel and a good attention to detail?

Do you love being accountable and taking responsibility for your work?

Do you have good communication skills and the ability to work with individuals across departments and our clients?

Are you organised, methodical and a quick learner?

Do you do what you say you're going to do?

Are you a nice person?

Are you committed, flexible and trustworthy?

Do you work well under pressure?

Do our core values resonate with you? Do you live them in both your personal and professional life?

Do you tell it like it is, deal with the tough questions and get stuff done?


What's on offer?

  • A competitive salary package including great employee benefits and progression routes
  • A career in a company that supports and champions the human outcome for all
  • Get out of bed every day looking forward to working with clients and changing lives
For more information
visit and
register for one of our
Discovery Sessions to learn more about what we do and how you can be part of it


Job Types:
Full-time, Permanent


Salary:
£18,000.00-£22,000.00 per year


Benefits:


  • Onsite parking

Schedule:

  • Monday to Friday

Work Location:
In person
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