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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, career progression, and flexible work options after settling in.
- Other info: Collaborative team culture with exposure to M&A activities.
- Why this job: Be a key player in a dynamic environment with real impact on business integrity.
- Qualifications: Experience in finance or IFA administration and strong Excel skills 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
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&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
Finance Administrator in Manchester employer: Forge Talent
Contact Detail:
Forge Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator in Manchester
✨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 for the team.
✨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 resources you need to make your application stand out, so don’t miss out!
We think you need these skills to ace Finance Administrator in Manchester
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 passionate about finance and how you can contribute to our team. Be sure to mention your attention to detail and experience with reconciliation processes.
Showcase Your Skills: Don’t forget to showcase your Excel and data-handling skills in your application. We love candidates who can demonstrate their technical abilities, so include specific examples of how you've used these skills in previous roles.
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 more efficiently. Plus, we can’t wait to see what you bring to the table!
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 concepts. Brush up on key terms related to reconciliation processes and income management. Be ready to discuss how you've handled similar tasks in the past.
✨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 to improve accuracy or efficiency in your previous roles.
✨Showcase Your Attention to Detail
In finance, accuracy is everything. During the interview, highlight instances where your attention to detail made a significant impact. You could mention how you resolved discrepancies or improved data quality in your previous positions.
✨Communicate Confidently
You'll be liaising with various teams and stakeholders, so strong communication skills are essential. Practice articulating your thoughts clearly and confidently. Consider preparing a few questions to ask the interviewer about team dynamics or collaboration within the finance department.