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Plymouth

    Accounts Administrator - Plymouth, United Kingdom - Pertemps Plymouth

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    Permanent, Full time
    Description
    Do you have a background in Administration and Accounts?

    Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Administrator 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 Administrator 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 Administrator:
    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 Administrator:
    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


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