At a Glance
- Tasks: Manage income data, support reconciliations, and maintain financial controls.
- Company: Join a growing finance team in a dynamic, Private Equity-backed business.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Fast-paced environment with excellent career development opportunities.
- Why this job: Be a vital part of financial integrity and adviser remuneration.
- 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 elevate 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
Requirements of the role
- 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
Benefits of the role
- Play a key role in a growing, Private Equity‑backed business
- Gain exposure to M
Finance Administrator employer: Forge Talent
Join a dynamic and supportive finance team in Cheadle, where your contributions as a Finance Administrator will be valued and impactful. With a focus on employee growth, we offer opportunities for professional development within a Private Equity-backed business, alongside a flexible work culture that includes one day of remote work per week after settling in. Our commitment to accuracy and integrity in financial processes ensures a rewarding environment for those looking to make a meaningful difference in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work 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 to show you’re the right fit.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Finance Administrator role. We’ve got all the latest openings, and it’s the quickest way to get your application noticed!
We think you need these skills to ace Finance Administrator
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 accounts 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 Skills:Don’t forget to showcase your Excel and data-handling skills in your application. We love seeing candidates who can demonstrate their technical abilities, especially in a fast-paced environment like ours.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application quickly. Let’s get started on this journey together!
How to prepare for a job interview at Forge Talent
✨Know Your Numbers
As a Finance Administrator, you'll be dealing with numbers all day. Brush up on your financial terminology and be ready to discuss your experience with reconciliation processes and income management. Being able to confidently talk about your past roles and how they relate to the job will impress the interviewers.
✨Familiarise Yourself with Intelliflo Office
Since experience with Intelliflo Office is a must, make sure you know the ins and outs of this software. If you’ve used it before, prepare specific examples of how you’ve utilised it in your previous roles. If not, do some research or even watch tutorials to get a basic understanding.
✨Showcase Your Attention to Detail
In finance, accuracy is key. Be prepared to give examples of how you've ensured accuracy in your previous work. You might want to mention any processes you’ve implemented to improve data quality or how you’ve handled discrepancies in the past.
✨Communicate Confidently
This role requires liaising with various teams and stakeholders, so strong communication skills are essential. Practice articulating your thoughts clearly and concisely. Think about how you can demonstrate your ability to work collaboratively and resolve queries effectively during the interview.
