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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 career progression opportunities.
- 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 and experience with Intelliflo Office required.
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
Administrator and Finance Officer in Cheadle employer: Forge Talent
Contact Detail:
Forge Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator and Finance Officer in Cheadle
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience with Intelliflo Office. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your reconciliation processes and financial controls knowledge. We recommend practising common interview questions related to finance administration so you can showcase your skills confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Finance Administrator role. We’re all about making the application process smooth and ensuring your details get to the right people quickly!
We think you need these skills to ace Administrator and Finance Officer 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
Brush up on your financial knowledge, especially around reconciliation processes and income data management. Be ready to discuss how you've handled similar tasks in the past, as this will show your understanding of the role's requirements.
✨Familiarise with Intelliflo Office
Since experience with Intelliflo Office is a must, make sure you know the ins and outs of the software. If you can, practice using it or review any relevant documentation so you can confidently discuss your experience during the interview.
✨Communicate Clearly
As a Finance Administrator, you'll need to liaise with various teams. Practice explaining complex financial concepts in simple terms. This will demonstrate your ability to communicate effectively with both finance and non-finance stakeholders.
✨Show Your Proactive Side
Prepare examples of how you've improved processes or resolved discrepancies in previous roles. Highlighting your proactive approach will resonate well, especially in a fast-paced environment where adaptability is key.