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For Companies At a Glance
- Tasks: Support the team by processing commission statements and reconciling bank accounts.
- Company: Join a thriving financial planning firm with over 700 staff and £11 billion in assets.
- Benefits: Enjoy a competitive salary, 25 days holiday, pension, and flexible working options after probation.
- Why this job: Be part of a friendly team, gain valuable experience, and contribute to meaningful financial advice.
- Qualifications: Strong background in accounting or finance, with excellent Excel and communication skills required.
- Other info: Office-based role in Newcastle with potential for remote work after probation.
The predicted salary is between 20000 - 28000 £ per year.
Overview
Our client is a growing nationwide financial planning and wealth advisory business which operates from over 50 offices across the UK, employing more than 700 staff. Turning over £60 million, PE-backed and with £11 billion of assets under management, it provides impartial, specialist whole market advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters. We are currently looking to recruit a full-time Group Remuneration Assistant to join a friendly team in Newcastle.
Responsibilities
- Report to the Group Transactional Manager supporting the transactional team in reconciling revenue and related activities.
- Processing commission statements and reconciling bank accounts for business-as-usual income from the company CRM system, maintaining all necessary spreadsheets
- Liaising with the UK offices to obtain statements
- Logging into product provider portals to download statements
- Contacting providers via email/chat to obtain statements
- Typing up statements from postal reports to upload to the CRM
- Contacting providers to resolve queries via telephone and email
- Review unallocated transactions daily and ensuring these are being actioned, liaising with transactional manager if any issues arise
- Reviewing data for inconsistencies
- Complete month end reporting and analysis for the Group Transactional Manager
- Carrying out any other ad hoc duties or projects as required
As Group Remuneration Assistant you will need
- Strong experience gained in a relevant Accounting, Accounts Receivable or Accounts Payable role, including hands-on familiarity with reconciliation processes, in a fast-paced, service-driven environment
- Financial services industry experience beneficial
- A cooperative approach with experience working as part of a team
- Analytical with and great attention to detail
- Outstanding communication skills
- High standard and knowledge of Excel, MS Office as well as other office systems like CRM
- Excellent organisational and multi-tasking abilities
- Accountancy study or qualification beneficial
- A motivated reliable approach friendly and professional at all times
- Flexibility and adaptable to change
Rewards and benefits
- Basic salary £25,000 to £30,000 based on experience and qualifications
- To maximise pay/rewards, you must possess all outlined experience, skills, knowledge and qualifications
- 25 days holiday (rising with length of service) plus bank holidays and birthday day off
- Pension, Life Assurance
- Full time, Monday to Friday 9am to 5pm
- Office based role (Northern outskirts of Newcastle) with flexibility to work from home when appropriate after probationary period
- Free parking
Please note: High levels of interest mean we will only contact you if your application is shortlisted and this will happen within five working days. You must also be eligible to work in the UK.
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Group Remuneration Assistant employer: Catalyst
Contact Detail:
Catalyst Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Group Remuneration Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas related to remuneration and reconciliation processes. Understanding the specific terminology and practices used in this sector will help you stand out during interviews.
✨Tip Number 2
Network with professionals already working in similar roles or within the company. Engaging with them on platforms like LinkedIn can provide you with insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Brush up on your Excel skills, particularly in functions related to data analysis and reconciliation. Being able to demonstrate your proficiency in Excel during discussions can significantly enhance your candidacy for the Group Remuneration Assistant role.
✨Tip Number 4
Prepare to discuss your experience in a team environment, highlighting any collaborative projects you've been involved in. This role requires a cooperative approach, so showcasing your teamwork skills will be crucial in making a positive impression.
We think you need these skills to ace Group Remuneration Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in accounting, accounts receivable, or accounts payable roles. Emphasise your familiarity with reconciliation processes and any financial services industry experience.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Group Remuneration Assistant role. Mention specific skills such as your analytical abilities, attention to detail, and communication skills that align with the job description.
Highlight Technical Skills: Clearly outline your proficiency in Excel, MS Office, and CRM systems. Provide examples of how you've used these tools in previous roles to support your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Catalyst
✨Showcase Your Analytical Skills
As a Group Remuneration Assistant, you'll need to demonstrate strong analytical abilities. Be prepared to discuss specific examples from your past roles where you've successfully reconciled accounts or resolved discrepancies.
✨Highlight Your Teamwork Experience
This role requires a cooperative approach and the ability to work well within a team. Share experiences that showcase your collaborative skills and how you’ve contributed to team success in previous positions.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial in this position. During the interview, mention instances where your meticulous nature helped prevent errors or improved processes, especially in financial contexts.
✨Familiarise Yourself with Financial Services
Having experience in the financial services industry is beneficial. Brush up on relevant terminology and concepts related to pensions, investments, and remuneration processes to show your understanding and interest in the sector.
