Career
You’re a fast-learner with a strong drive to succeed and a keen interest in launching your career in finance. You’ve recently graduated and completed an industrial placement or had finance-related summer jobs, and you’re ready to get started. This job is administrative, but we have a strong track record of developing people in this team. It would suit someone who wants to get a great financial services brand on their CV and learn from supportive colleagues.
This varied role will give you a well-rounded introduction to a finance function within a growing wealth management and financial planning firm.
About The Role
You’ll support our Finance team and gain hands-on exposure to finance systems and processes, applying a keen eye for detail in data and analysis. You’ll assist with our expense process and reconciliations, contributing to regular reporting cycles. This varied role will also provide insight into working within a regulated firm.
Accountabilities
* Become the go-to person for all queries on using our finance system, NetSuite.
* Assist with payment processing and reconciliations.
* Contribute to cashflow and credit control reporting.
* Support banking portal maintenance and stakeholder queries.
Skills And Experience
* Completed an industrial placement, or worked summers in an office-based role.
* 1 year’s experience in a finance or accounting role, or a relevant industrial placement year.
* Intermediate Excel skills — VLOOKUPs and PivotTables.
* Comfortable with technology — able to share document links, work from the cloud, and use Outlook effectively.
* Experience navigating or using finance/accounting systems (e.g., Xero, Sage; we use NetSuite).
* Excellent written and verbal communication skills.
* Comfortable with numbers, tech-savvy, and highly organised with a keen eye for detail.
* Curious, engaged, and passionate about self-learning.
* Want to be part of a team that appreciates you.
Benefits
* Competitive pension scheme — we contribute 6%, you 3%.
* 26 days’ holiday plus bank holidays.
* Private medical insurance.
* Life assurance (4x).
* Group income protection.
* Work From Anywhere policy.
Our agile working environment means you may engage in various tasks and projects, keeping work interesting while supporting your development and growth. #J-18808-Ljbffr