At a Glance
- Tasks: Process and reconcile mortgage commission payments in a dynamic finance team.
- Company: Join a supportive finance team at Simplybiz Mortgages.
- Benefits: Competitive salary, hybrid work model, and support for professional qualifications.
- Other info: Work in a vibrant environment with a focus on teamwork and process improvement.
- Why this job: Kickstart your finance career with growth opportunities and hands-on experience.
- Qualifications: Attention to detail, strong Excel skills, and a proactive mindset.
The predicted salary is between 24479 - 24479 £ per year.
Join a collaborative finance team where you’ll ensure commission payments are accurate, reconciled and delivered on time. This is an entry level role with opportunities to progress - once you've passed your probation period and are proficient in your role, if you're keen to study towards a relevant account qualification, we'll support you!
This role is focused on supporting the accurate processing and reconciliation of mortgage commission payments, acting as a key link between lenders and Simplybiz Mortgages members while ensuring payments are complete, timely and well-controlled within a high-volume finance environment.
What you'll do:
- Process commission payments from start to finish, making sure everything is accurate before payments are made.
- Check and match incoming payment data against system records and bank receipts to ensure everything balances.
- Review and clean data received from lenders to make sure it’s complete and correct.
- Help calculate and prepare payments to members in line with agreed terms.
- Investigate and resolve any differences, missing payments or incorrect amounts.
- Act as a point of contact for queries from lenders and members, providing clear updates and support.
- Support weekly and month-end checks to ensure all payments are fully accounted for.
- Keep clear records and documentation to support audit and control processes.
- Work closely with wider teams (finance, operations, sales) to resolve issues and improve processes.
- Assist with supplier invoices, payments and reconciliations as part of the wider finance teams.
What you'll need to succeed:
Essential requirements:
- Strong attention to detail with the ability to process high volumes of financial data accurately.
- Comfortable working with large datasets and repetitive workflows.
- Solid reconciliation skills with a methodical and investigative approach.
- Clear communication skills when dealing with internal stakeholders, lenders and SimplyBiz members.
- Ability to manage multiple deadlines in a fast-paced environment.
- Strong Excel capability.
Desirable requirements:
- Experience in a finance operations, payments or reconciliation role is desirable.
- Experience working with commission-based income or within financial services (ideally mortgages) would be advantageous.
- Experience with finance systems such as Sage Intacct, Dynamics or similar is beneficial.
Your approach:
- Highly organised and process-driven.
- Strong sense of ownership and accountability.
- Positive, team-oriented attitude with willingness to support wider finance activities.
- Proactive and solutions-focused mindset.
- Comfortable working with high volume tasks while maintaining attention to detail.
Important to know:
Location: This is a hybrid role, where you'll be working in our Huddersfield office 3 times each week, usually on Tuesdays, Wednesdays and Thursdays. The other 2 days you'll work from home.
Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Purchase Ledger Assistant in Huddersfield employer: SimplyBiz PLC
At Simplybiz Mortgages, we pride ourselves on fostering a collaborative and supportive work environment where our employees can thrive. As a Purchase Ledger Assistant in our Huddersfield office, you'll benefit from a strong emphasis on professional development, with opportunities to pursue relevant qualifications after your probation period. Our team-oriented culture, combined with the flexibility of hybrid working, ensures that you can maintain a healthy work-life balance while contributing to meaningful financial processes.
StudySmarter Expert Advice🤫
We think this is how you could land Purchase Ledger Assistant in Huddersfield
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work in roles similar to Purchase Ledger Assistant. A friendly chat can lead to insider info about job openings or even a referral!
✨Tip Number 2
Prepare for interviews by practising common questions related to finance and reconciliation. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Show off your Excel skills! If you have any projects or examples where you've used Excel to manage data, be ready to discuss them. This will demonstrate your capability and attention to detail, which are key for this role.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Purchase Ledger Assistant in Huddersfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Purchase Ledger Assistant role. Highlight any relevant experience, especially in finance or data processing, and don’t forget to showcase your attention to detail!
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your skills align with what we’re looking for. Keep it concise but engaging!
Show Off Your Excel Skills:Since strong Excel capability is essential, mention any specific functions or tools you’re familiar with. If you’ve worked with large datasets before, give us a quick example of how you handled them.
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 directly!
How to prepare for a job interview at SimplyBiz PLC
✨Know Your Numbers
Brush up on your financial knowledge, especially around commission payments and reconciliations. Be ready to discuss how you would handle high volumes of data and ensure accuracy, as this role is all about precision.
✨Show Off Your Excel Skills
Since strong Excel capability is a must, prepare to talk about your experience with spreadsheets. Maybe even bring examples of how you've used Excel in past roles or projects to manage data effectively.
✨Communicate Clearly
This role involves liaising with lenders and members, so practice articulating your thoughts clearly. Think about how you would explain complex information simply and be prepared for questions that test your communication skills.
✨Demonstrate Your Organisational Skills
Be ready to share examples of how you've managed multiple deadlines in a fast-paced environment. Highlight your methodical approach to tasks and how you maintain attention to detail while juggling various responsibilities.
