At a Glance
- Tasks: Support financial accuracy and control in a dynamic start-up environment.
- Company: Join a growing financial services firm in Wilmslow, embracing innovation.
- Benefits: Competitive salary of £30,000 and a comprehensive benefits package.
- Other info: Exciting career progression opportunities in a fast-paced, adaptable setting.
- Why this job: Shape processes and controls while gaining visibility across the organisation.
- Qualifications: Experience in financial services administration and strong Excel skills required.
The predicted salary is between 30000 - 30000 £ 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:
- 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
- Clear communication skills to collaborate effectively with advisers, operations teams, providers and finance colleagues
What you'll get in return:
- A competitive salary of £30,000 and benefits package
- The opportunity to play a key role in shaping and improving processes and controls
- Strong visibility across the wider organisation
- Long-term career progression within a growing financial services group
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Finance Administrator in Wilmslow employer: Hays
Join a dynamic start-up financial services firm in Wilmslow, where innovation and adaptability are at the heart of our culture. As a Finance Administrator, you'll enjoy a competitive salary and benefits package while playing a pivotal role in shaping our processes and ensuring financial accuracy. With strong opportunities for career progression and the chance to work closely with a collaborative team, this is an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who work in start-ups. They might have insider info on job openings or can even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your financial knowledge and the specific tools mentioned in the job description, like Intelliflo. We recommend practising common interview questions and having examples ready that showcase your experience with income reconciliation.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email to express your continued interest can set you apart from other candidates and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for more opportunities! We regularly update our listings, and applying through us can give you a better chance of landing that Finance Administrator role. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Finance Administrator in Wilmslow
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, emphasise your attention to detail in your application. Include examples of how you've successfully managed income reconciliation or resolved discrepancies in the past. We love seeing those real-life examples!
Communicate Clearly:Your written communication skills are super important for this position. Make sure your application is clear and concise, and don’t hesitate to show off your ability to collaborate with different teams. We appreciate a straightforward approach!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. So, hit that 'apply now' button!
How to prepare for a job interview at Hays
✨Know Your Numbers
Brush up on your financial data analysis skills before the interview. Be ready to discuss your experience with income reconciliation and how you've tackled discrepancies in the past. This will show that you’re not just familiar with the numbers, but you can also handle them confidently.
✨Familiarise Yourself with Relevant Systems
If you’ve worked with Intelliflo or similar back-office systems, make sure you can talk about your hands-on experience. If you’ve used a different system, be prepared to explain how those skills transfer. This shows adaptability and a willingness to learn.
✨Highlight Your Attention to Detail
In finance, accuracy is key. Prepare examples of how your attention to detail has helped you in previous roles, especially when it comes to maintaining accurate financial records or resolving issues. This will demonstrate your fit for the role.
✨Communicate Clearly
Since you'll be liaising with various stakeholders, practice articulating your thoughts clearly. Think of scenarios where you had to communicate complex information simply. This will help you stand out as someone who can collaborate effectively in a fast-paced environment.
