We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients’ needs and objectives. They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
The Finance Team
Responsible for obtaining and handling any monies on behalf of the business, the team controls and processes the income and expenditure in addition to ensuring effective business running with minimum disruptions.
Besides the traditional roles of handling the payroll, income and expenses, the Finance Team’s responsibilities also include analysis to improve key business strategies.
Job Description:
Key Activities:
1. Providing support to our existing Finance Department
2. Assisting with reconciliation of Commission and Fee Statements on our Income Management system
3. Maintaining and reconciling Excel cashbooks
4. Sage bookkeeping
5. Cross-referencing Sage with our Income Management system
6. Maintaining Aged Debt and tracking progress of payments from providers
7. Carrying out data checks
8. Working to tight, recurring deadlines
9. Accurately updating and maintaining information on back-office systems, including policy valuation data
10. Co...