Job Description
Part-Time Finance Assistant - IFA Firm
Grimsby3 Days per Week£25,000 - £27,000 FTE
Are you an organised and detail-driven finance professional looking for part-time hours in a friendly, professional environment? NJR Recruitment is working with a well-established Independent Financial Advice (IFA) firm based in Grimsby, who are now looking to appoint a Finance Assistant to join their back-office team.
This is a fantastic opportunity for someone with strong numerical skills and ideally experience dealing with fees, commissions, or financial services accounts, who’s looking for a flexible, part-time role within a supportive business.
The Role:
Working closely with the firm’s Finance Manager and Directors, your responsibilities will include:
* Managing and reconciling fee and commission payments from providers
* Tracking and recording adviser revenue
* Producing regular financial reports and income statements
* Liaising with advisers and providers to resolve discrepancies
* General finance support including data entry and reconciliation
* Supporting the team with ad hoc financial tasks
What We’re Looking For:
* Strong numeracy and accuracy skills
* Experience in a finance, accounts, or billing role
* Ideally familiar with fees, commissions, or income reconciliation in a financial services setting
* Proficient in Microsoft Excel and accounting systems (e.g. Xero, Sage, Intelligent Office - desirable)
* Highly organised with excellent attention to detail
* Able to work independently as part of a small, collaborative team
What’s on Offer:
* Salary of £27,000 FTE (pro rata for 3 days/week)
* Part-time working pattern (flexible 3-day schedule)
* Supportive and professional office environment
* Free parking and good transport links
* A long-term opportunity with a well-regarded financial planning firm
* Group life cover
* Death in Service cover
* Hybrid working after probation period
If you're looking for a part-time finance role where your skills will be valued, and you can enjoy a great work-life balance — we'd love to hear from you. Apply today or contact NJR Recruitment quoting NJR15801 for more information