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- Tasks: Support client fee operations and collaborate with finance teams on reporting and improvements.
- Company: Respected financial planning firm with ambitious growth plans.
- Benefits: Gain valuable experience in finance, with opportunities for training and development.
- Why this job: Join a dynamic team and make an impact in the financial services industry.
- Qualifications: A-Level education, basic accounting knowledge, and Excel skills required.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
The Company: A well-respected and professional financial planning/wealth management firm with ambitious growth plans.
The Role: The Finance Assistant will be working within a team of 18 in the Finance department. The finance department has responsibility for maintaining the accounting records and producing internal and external reporting for the group of companies.
The Finance Assistant will administer the operations around client fees, including:
- Reviewing and overseeing predominantly quarterly client fee processes
- Overseeing fee setup performed by client services
- Calculating manual fees in relation to account opening/closing, rate changes, and various corrections
- Monitoring and processing general client fee related CRM requests and queries received in Fees Inbox
The Finance Assistant will liaise with front and back office in matters relating to client fees, performing static data checks ahead of fee runs to rectify any issues.
The Finance Assistant will also:
- Review and oversee the monthly IFA/Intermediary fee process
- Perform monthly payment runs
- Produce monthly fee statements
- Calculate manual fees
- Review and amend certain static data
- Liaise with external IFA/Intermediaries to address queries and requests
The Finance Assistant will lead or assist with any fee-related initiatives, assist with Avaloq testing and development, identify fee process automation and improvement opportunities, and assist with their implementation. Regular review of Finance fee procedures, general ad hoc and project work, and auditors' requests as and when required.
The Finance Assistant will undertake technical or any other relevant training as and when required.
The Candidate: Junior level Finance experience with some basic accounting knowledge, 1-2 years. Educated to A-Level or equivalent. Basic Accounting knowledge. Basic Excel skills required. Avaloq experience preferred but not essential.
Finance Assistant , Client Fees , Accounting , Financial Services Firm in Blackpool employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Assistant , Client Fees , Accounting , Financial Services Firm in Blackpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work at firms you’re interested in. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common finance-related questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your skills and experiences relevant to the Finance Assistant role.
✨Tip Number 3
Showcase your Excel skills! Brush up on your basic functions and formulas, as they’re crucial for this role. Consider creating a small project or analysis to demonstrate your abilities during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Finance Assistant , Client Fees , Accounting , Financial Services Firm in Blackpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in finance and accounting. We want to see how your skills match the role, so don’t be shy about showcasing your basic accounting knowledge and any Excel skills you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the Finance Assistant role and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: Since the role involves overseeing client fees and performing checks, it's crucial to demonstrate your attention to detail. Mention any experiences where you've had to be meticulous or spot errors in your previous work.
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 the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Numbers
Brush up on your basic accounting knowledge before the interview. Be prepared to discuss financial concepts and demonstrate your understanding of client fees, as this role heavily revolves around them.
✨Excel Skills are Key
Since the job requires basic Excel skills, make sure you can confidently navigate spreadsheets. Practice common functions and formulas that might come up in the role, so you can showcase your proficiency during the interview.
✨Familiarise Yourself with Avaloq
Even though Avaloq experience isn't essential, having a basic understanding of it could set you apart. Do some research on how it works and its relevance to finance operations, as this shows initiative and eagerness to learn.
✨Prepare for Team Dynamics
As you'll be working within a team of 18, think about how you can contribute to team success. Be ready to discuss your previous experiences in teamwork and how you handle communication with both front and back office staff.