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- Tasks: Manage client fees, oversee fee processes, and liaise with teams for smooth operations.
- Company: A respected financial planning firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and play a key role in financial operations.
- Qualifications: Attention to detail and strong communication skills are essential.
- Other info: Great opportunity for career growth in the financial services sector.
The predicted salary is between 36000 - 60000 £ 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 oversight of predominantly quarterly client fee process
- Overseeing fee set up 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, which includes:
- Performing monthly payment run
- Producing monthly fee statements
- Calculation of manual fees
- Review and amendment of certain static data
- Liaising 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, and identify fee process automation opportunities.
Finance Assistant , Client Fees , Accounting , Financial Services Firm in Blackpool employer: JJ Search
Contact Detail:
JJ Search 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 people in the finance industry, especially those working in firms similar to the one you're eyeing. A friendly chat can lead to insider info and maybe even a referral!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of client fees and financial processes. We recommend practising common interview questions and having examples ready that showcase your skills in accounting and client management.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Finance Assistant role! We make it easy for you to showcase your skills and connect with us directly.
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 is tailored to the Finance Assistant role. Highlight any relevant experience in accounting or financial services, especially anything related to client fees or reporting. 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 any specific experiences that relate to the tasks mentioned in the job description.
Showcase Your Attention to Detail: Since the role involves a lot of data checks and fee calculations, it's crucial to demonstrate your attention to detail. Include examples in your application where you've successfully managed similar tasks or projects.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at JJ Search
✨Know Your Numbers
As a Finance Assistant, you'll be dealing with numbers all day. Brush up on your financial terminology and be ready to discuss any relevant experience you have with accounting records or client fees. This will show that you understand the role and can hit the ground running.
✨Show Your Team Spirit
Since you'll be working in a team of 18, it's crucial to demonstrate your ability to collaborate. Think of examples where you've successfully worked with others, especially in finance-related tasks. Highlighting your teamwork skills will resonate well with the interviewers.
✨Prepare for Technical Questions
Expect questions about specific processes like fee calculations or CRM systems. Familiarise yourself with common financial software and tools, especially those mentioned in the job description. Being able to discuss your technical knowledge will set you apart from other candidates.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s growth plans or how the finance department collaborates with other teams. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.