Finance Associate in Leeds

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people. As a Finance Associate you will lead the processing of invoices (both purchases and sales), maintain supplier/customer relationships and settle bank payments. There will also be involvement in adhoc projects as required in order to continue to build the business.

Role: Secondment/Fixed Term Contract to 30/06/2027

Key Responsibilities:

• Keying of invoices, purchase orders and customer invoices
• Managing supplier relationships, ensuring invoices are paid on time
• Credit control – ensuring that customer invoices are paid on time
• Daily bank reconciliations
• Input and review of bank settlements
• Sample checking and review of key business processes, such as expenses
• Support for various ad hoc projects as and when required

Qualifications & Skills:

• Some experience of an accounting qualification preferred (degree, AAT, ACCA, CIMA)
• Knowledge of Workday or other financial systems preferred (but not essential)
• Highly numerate with experience in a financial / analytical discipline
• Strong planning and organisational skills, specifically the ability to prioritise and process numerous tasks simultaneously and deliver at pace to meet tight deadlines and with a high degree of accuracy
• Excellent organisational, communication and numerical skills
• Ability to use own initiative, whilst also being a valuable team player
• Ability to produce accurate work within agreed timescales/deadlines
• Personal drive and resilience to deal with work volumes
• A continuous improvement mind-set and a desire for personal development

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Financial Advice: Access to free financial advice to help secure your financial future

We support flexible working: We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career? We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here: We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

Lloyds Wealth, a subsidiary of Lloyds Banking Group, offers personalized financial planning and advice through a nationwide network of expert advisers and digital tools.