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- Tasks: Support the team in reconciling revenue and processing commission statements.
- Company: Join a growing financial planning and wealth advisory firm with over 50 UK offices.
- Benefits: Competitive salary, 25 days holiday, pension, and flexible working options after probation.
- Why this job: Be part of a friendly team and gain valuable experience in the finance industry.
- Qualifications: Experience in accounting or finance roles, strong Excel skills, and great attention to detail.
- Other info: Dynamic work environment with opportunities for career growth and development.
The predicted salary is between 25000 - 30000 £ per year.
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, often working closely with other professional advisers such as accountants and lawyers.
We are currently looking to recruit a full-time Group Remuneration Assistant to join a friendly team in Newcastle. You will report to the Group Transactional Manager supporting the transactional team in reconciling revenue and related activities. Your specific responsibilities as Group Remuneration Assistant will include:
- 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
- Reviewing unallocated transactions daily and ensuring these are being actioned, liaising with the 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 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
- 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.
Locations
Group Remuneration Assistant in Newcastle upon Tyne, North East employer: Catalyst
Contact Detail:
Catalyst Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Group Remuneration Assistant in Newcastle upon Tyne, North East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Group Remuneration Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and wealth advisory, so you can show how your skills align with their mission. We want you to shine when it comes to discussing your experience in reconciliation processes!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with various teams and providers, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to get comfortable with discussing your experience and answering common interview questions.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Group Remuneration Assistant in Newcastle upon Tyne, North East
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Group Remuneration Assistant role. Highlight your experience in accounting and reconciliation processes, as well as any relevant skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your Excel Skills: Since the role requires a high standard of Excel knowledge, don’t forget to mention any specific projects or tasks where you've used Excel effectively. We love seeing those analytical skills in action!
Apply Through Our Website: To make sure your application gets noticed, apply directly through our website. It’s the best way for us to receive your details and keep everything organised. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Catalyst
✨Know Your Numbers
As a Group Remuneration Assistant, you'll be dealing with financial data daily. Brush up on your accounting principles and be ready to discuss your experience with reconciliation processes. Highlight specific examples where you've successfully managed financial statements or resolved discrepancies.
✨Excel Like a Pro
Since the role requires a high standard of Excel knowledge, make sure you’re comfortable with functions, formulas, and data analysis tools. Consider preparing a few examples of how you've used Excel in past roles to streamline processes or improve accuracy.
✨Communication is Key
You'll need to liaise with various teams and providers, so showcasing your outstanding communication skills is crucial. Prepare to discuss how you've effectively communicated complex information in previous roles, especially in a team setting.
✨Be Ready for Problem-Solving
The job involves resolving queries and reviewing unallocated transactions. Think of instances where you've tackled challenges head-on and how you approached problem-solving. This will demonstrate your analytical skills and adaptability, which are essential for this position.
