Finance Assistant

Job Description
Company Overview
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Joslin Rhodes Lifestyle Financial Planning Limited is a leading UK-based provider of pension and retirement planning services. With over 20 years of experience, our expert team delivers personalised Lifestyle Financial Planning to help clients achieve their retirement goals and secure a brighter financial future.
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About the Role
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We are looking for an experienced and detail-oriented Finance Assistant to join our growing finance team.
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This is a dedicated finance role and is best suited to someone with previous experience in finance, accounts, or bookkeeping. You will play an important role in supporting the day-to-day running of the finance function, ensuring financial records are accurate, transactions are processed correctly, and key finance processes are completed efficiently and on time.
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The successful candidate will have hands-on experience across core finance activities such as invoicing, reconciliations, credit control, payroll support, and financial reporting. This role offers the opportunity to develop your knowledge across multiple areas of finance while working closely with colleagues throughout the business.
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As part of a supportive team, you will receive ongoing development opportunities, including support towards an AAT qualification following successful completion of probation.
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Key Responsibilities
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- Manage the finance inbox and respond to finance-related queries in a timely and professional manner.
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- Raise, process and maintain sales and purchase invoices.
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- Process purchase orders and maintain accurate supporting records.
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- Support accounts payable and accounts receivable processes.
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- Perform