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- Tasks: Support financial accuracy and control while collaborating with internal and external stakeholders.
- Company: Join a dynamic start-up financial services firm in Wilmslow.
- Benefits: Competitive salary, growth opportunities, and a vibrant work culture.
- Other info: Fast-paced environment with opportunities for personal and professional development.
- Why this job: Be part of an innovative team driving change in the finance sector.
- Qualifications: Experience in financial services administration and strong Excel skills required.
The predicted salary is between 25000 - 35000 £ per year.
Your new company Hays are recruiting for a Finance Administrator to join a growing start‑up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.
Your new role includes:
- Supporting income accuracy and financial control across the wider business
- Completing income reconciliation for adviser and client revenue, ensuring accuracy and completeness
- Investigating income discrepancies and liaising with providers to resolve issues
- Working closely with internal stakeholders and external providers
- Helping to maintain smooth revenue processes and accurate adviser remuneration
- Contributing to strong governance, reporting and audit standards
- Supporting the integration of newly acquired businesses into existing finance processes
- Working with back‑office systems such as Intelliflo, or comparable platforms, to maintain accurate financial and client data
What you'll need to succeed:
- Experience within financial services administration, ideally in an IFA or wealth management environment
- Proven experience carrying out income reconciliation, preferably using Intelliflo, Xplan, Prestwood, or a similar back‑office system
- If experience is gained on an alternative system, candidates must demonstrate hands‑on involvement in income reconciliation, investigation of discrepancies, and provider liaison rather than general administration alone
- Confidence analysing financial data and resolving reconciliation issues
- Strong Excel skills
- High attention to detail and accuracy
- The ability to manage multiple priorities and deadlines
- An open‑minded and adaptable approach, comfortable working in a fast‑paced start‑up environment where processes may change
Finance Administrator employer: HAYS Specialist Recruitment
Contact Detail:
HAYS Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work in start-ups. Attend events or join online forums where you can connect with potential employers and get insider info on job openings.
✨Tip Number 2
Show off your skills! When you get the chance to chat with hiring managers, be ready to discuss your experience with income reconciliation and financial data analysis. Use specific examples to demonstrate how you've tackled challenges in previous roles.
✨Tip Number 3
Be adaptable! Start-ups thrive on change, so highlight your ability to manage multiple priorities and stay calm under pressure. Share stories that showcase your flexibility and willingness to learn new processes.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better shot at landing that Finance Administrator role. Don’t miss out on your chance to join a growing team!
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 in financial services administration and any specific systems you've worked with, like Intelliflo or Xplan. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since accuracy is key in this role, don’t forget to showcase your attention to detail in your application. Use examples from your past work where you’ve successfully managed income reconciliation or resolved discrepancies. We love seeing those real-life applications!
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point about why you’re a great fit for the role. Remember, we’re looking for someone who can manage multiple priorities without getting lost in the details!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s super easy and ensures your application goes directly to us. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at HAYS Specialist Recruitment
✨Know Your Numbers
Brush up on your financial knowledge, especially around income reconciliation and the systems mentioned like Intelliflo or Xplan. Be ready to discuss specific examples from your past experience where you successfully resolved discrepancies or improved processes.
✨Show Your Adaptability
Since this role is in a fast-paced start-up, highlight your ability to adapt to change. Share stories that demonstrate how you've thrived in dynamic environments and how you handle shifting priorities without losing focus.
✨Excel at Excel
Make sure you're comfortable with Excel, as it's crucial for this role. Prepare to discuss any advanced functions or data analysis techniques you've used in previous positions. Maybe even bring a small example of a spreadsheet you've worked on to showcase your skills.
✨Engage with Stakeholders
This role involves liaising with both internal and external stakeholders. Think about how you've built relationships in the past and be prepared to discuss your communication style. Show that you can collaborate effectively and maintain strong governance standards.