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- Tasks: Manage income data, support reconciliations, and maintain financial controls.
- Company: Join a growing, Private Equity-backed finance team in Cheadle.
- Benefits: Competitive salary, flexible work options, and strong career progression.
- Other info: Collaborative environment with exposure to M&A activities.
- Why this job: Be part of a dynamic team and make a real impact on financial processes.
- Qualifications: Finance background, experience with Intelliflo Office, and strong Excel skills.
The predicted salary is between 30000 - 30000 £ per year.
We are supporting a fantastic client looking for a Finance Administrator to join their growing finance team.
As a Finance Administrator, you’ll play a critical role in ensuring the accuracy, completeness, and timely recognition of revenue across the group. You’ll work closely with finance, operations, and adviser teams to manage income data, support reconciliation processes, and maintain strong financial controls. This role is key to supporting adviser remuneration, financial reporting, and overall business integrity.
This opportunity is initially based on site but after settling in there will be 1 day a week WFH offered.
Key Responsibilities:- Process provider statements into Intelliflo Office accurately and on time
- Reconcile income against provider statements and internal records
- Perform regular cash and income reconciliations, resolving discrepancies
- Ensure all income is correctly recorded, allocated, and received
- Investigate and escalate missing or incorrect payments
- Support adviser commission calculations with accurate income data
- Liaise with providers and internal stakeholders to resolve queries
- Assist with month-end reporting and revenue processes
- Support the integration of newly acquired firms into reconciliation processes
- Contribute to improving controls, efficiency, and data quality
- Background in finance, accounts, or IFA administration
- Experience with Intelliflo Office is a MUST
- Exposure to financial advice or wealth management environments
- Strong understanding of reconciliation processes
- High attention to detail and accuracy
- Strong Excel and data-handling skills
- Confident communicator across teams and stakeholders
- Proactive, adaptable, and comfortable in a fast-paced environment
- Play a key role in a growing, Private Equity-backed business
- Gain exposure to M&A and business integration activity
- Help build scalable finance processes from an early stage
- Work closely with a collaborative and expanding team
- Strong opportunities for long-term career progression
Admin and Finance Administrator in Cheadle employer: Forge Talent
Contact Detail:
Forge Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Admin and Finance Administrator in Cheadle
✨Tip Number 1
Network like a pro! Reach out to your connections in finance and let them know you're on the hunt for an Admin and Finance Administrator 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 brushing up on your knowledge of Intelliflo Office and reconciliation processes. We want you to feel confident discussing your experience and how it relates to the role, so practice common interview questions and scenarios.
✨Tip Number 3
Show off your Excel skills! If you get the chance, bring examples of your work or even create a quick spreadsheet to demonstrate your data-handling abilities during interviews. This will help you stand out as a candidate who knows their stuff.
✨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 are proactive about their job search!
We think you need these skills to ace Admin and Finance Administrator in Cheadle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Administrator role. Highlight your experience with Intelliflo Office and any relevant finance or IFA administration background. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your attention to detail and experience with reconciliation processes, as these are key for us.
Showcase Your Communication Skills: As a Finance Administrator, you'll be liaising with various teams and stakeholders. In your application, give examples of how you've effectively communicated in past roles. We love a confident communicator!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Forge Talent
✨Know Your Numbers
As a Finance Administrator, you'll need to demonstrate your understanding of financial processes. Brush up on key concepts like reconciliation and income allocation. Be ready to discuss how you've handled similar tasks in the past, especially if you've used Intelliflo Office.
✨Showcase Your Attention to Detail
This role requires a high level of accuracy, so be prepared to provide examples of how you've ensured precision in your previous work. You might even want to bring along a sample of your work or a project that highlights your meticulous nature.
✨Communicate Confidently
You'll be liaising with various teams and stakeholders, so practice articulating your thoughts clearly. Think about how you can convey complex financial information in an understandable way. Role-playing common interview questions with a friend can help boost your confidence.
✨Be Proactive and Adaptable
The finance world is fast-paced, and adaptability is key. Prepare to discuss times when you've had to think on your feet or adapt to changing circumstances. Highlight your proactive approach to problem-solving, especially in reconciling discrepancies or managing income data.