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- Tasks: Support client fee administration and manage payments to advisers in a dynamic finance team.
- Company: Join a leading UK wealth management firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Fast-paced role with excellent career growth potential.
- Why this job: Make an impact in finance while developing your skills in a supportive environment.
- Qualifications: A-Levels or equivalent; basic finance knowledge is a plus.
The predicted salary is between 25000 - 30000 £ per year.
An opportunity has arisen for a Finance Operations Assistant to join a UK finance team within a wealth management environment. The wider finance function is responsible for maintaining accurate financial records and delivering financial information and reporting across multiple entities within the business. This position focuses on the administration, calculation and monitoring of client-related fee income as well as payments made to financial advisers and intermediary partners. The role requires close collaboration with operational teams, advisers and internal stakeholders to ensure fee processes are completed accurately and efficiently while meeting regulatory expectations.
Key Responsibilities
- Client Fee Administration
- Support the delivery of the periodic client fee cycle, including oversight of processes completed by operational teams.
- Verify that fee structures are correctly established and maintained within internal systems.
- Calculate and process manual fee adjustments where required, including changes arising from account openings, closures, pricing updates or corrections.
- Manage fee-related queries and requests received from internal teams through shared communication channels.
- Work collaboratively with front-office and operational departments to investigate and resolve fee discrepancies.
- Perform data validation checks prior to fee processing to ensure system data is accurate.
- Adviser & Intermediary Payments
- Assist in the monthly administration of payments made to advisers and intermediary partners.
- Generate adviser payment runs and prepare supporting documentation and statements.
- Complete manual calculations when automated processes require adjustments.
- Maintain relevant static data used for adviser fee processing.
- Respond to enquiries from external advisers or partners relating to payments and fee calculations.
- Systems & Process Development
- Contribute to projects aimed at improving fee-related workflows and operational controls.
- Support system testing activities when enhancements or changes are implemented.
- Identify opportunities to reduce manual work through automation or improved processes and assist with implementing solutions.
- Ensure internal procedure documentation remains accurate and up to date.
- Reporting & Finance Support
- Produce management reporting related to fee adjustments or reversals where required.
- Assist with requests from internal or external auditors.
- Support the wider finance team with ad-hoc tasks, analysis and project work.
- Participate in training and professional development to enhance technical and industry knowledge.
- Share ideas and best practices that contribute to improved team efficiency.
Skills & Experience
- Education / Knowledge
- A-Level qualifications (or equivalent).
- Basic understanding of accounting or finance processes would be advantageous.
- Technical Skills
- Experience using financial systems within a financial services environment is beneficial.
- Proficiency in Microsoft Excel.
- Willingness and ability to quickly learn new internal systems.
- Personal Attributes
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple tasks and prioritise effectively.
- Analytical mindset with strong problem-solving ability.
- Comfortable working within a collaborative team environment.
- Effective communication skills when dealing with stakeholders across the organisation.
- Able to work to deadlines in a fast-paced operational setting.
Finance Operations Assistant in Blackpool employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Operations Assistant in Blackpool
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those working in operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of fee administration and financial processes. We recommend practising common interview questions and having examples ready that showcase your attention to detail and problem-solving skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website for the best chance at landing that Finance Operations Assistant role. We’re always on the lookout for passionate candidates who are eager to contribute to our team!
We think you need these skills to ace Finance Operations Assistant in Blackpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Operations Assistant role. Highlight any relevant experience you have in finance or operations, and don’t forget to mention your skills with financial systems and Excel. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Be sure to mention your attention to detail and problem-solving skills, as these are key for us at StudySmarter.
Showcase Your Team Spirit: Since collaboration is key in this role, make sure to highlight any experiences where you've worked effectively in a team. We love seeing candidates who can communicate well and work together to solve problems, so share those stories!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Numbers
Brush up on your financial knowledge, especially around fee structures and payment processes. Being able to discuss how you would handle client fee administration or adviser payments will show that you're not just familiar with the role but also genuinely interested in it.
✨Excel at Excel
Since proficiency in Microsoft Excel is key for this position, make sure you can confidently talk about your experience with it. Prepare to discuss any specific functions or formulas you've used in past roles, and maybe even bring a few examples of how you've used Excel to solve problems or streamline processes.
✨Show Your Team Spirit
This role requires collaboration with various teams, so be ready to share examples of how you've worked effectively in a team environment. Highlight any experiences where you resolved discrepancies or improved workflows through teamwork, as this will demonstrate your ability to fit into their collaborative culture.
✨Ask Smart Questions
Prepare thoughtful questions about the company's fee processes or how they handle regulatory expectations. This shows that you're not only interested in the role but also keen to understand how you can contribute to their success. Plus, it gives you a chance to assess if the company is the right fit for you!