WCG Plc York Office - Finance/Accounts Assistant
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The Walker Crips Group provides a broad range of services within the financial services industry. Its core business, Investment Management, is complemented by offerings in Financial Planning and Pensions, delivering tailored solutions. The company utilizes innovative in-house software to enhance its offerings, ensuring efficient and high-quality service. Walker Crips is dedicated to supporting clients with expertise and technology-driven solutions.
Role Description
This is a full-time, on-site opportunity based at the Walker Crips York office for a driven Finance/Accounts Assistant. You’ll gain broad, hands-on experience across finance and accounting within a fast-paced, forward-thinking team. Working closely with the Finance Manager, you’ll play a key role in delivering accurate, compliant reporting, while supporting the development of an apprentice.
This role offers the chance to use your initiative, contribute ideas, and help shape improvements across our finance processes—perfect for someone eager to grow, take ownership, and make a real impact.
Responsibilities
* Support month-end, quarterly and year-end financial reporting – assist in management accounting, budgeting, KPI’s and financial statements.
* Maintain accurate financial records and update ledgers via journals.
* Reconciliation of income and income work in progress schedules and undertake invoice project work.
* Communication with external auditors and internal auditors (a team responsibility).
* Liaising with HR and outsourced payroll provider to ensure accuracy of monthly payroll. Prepare bonus calculation, holiday accruals and maintain a monthly reconciliation of SAGE 200 to payroll.
* Provide administrative support and process transactions when required.
* Assist in the supervision of a finance apprentice.
Requirements
* Payroll and accounting experience and AAT level 4 qualification preferred
* Customer service mindset
* Organisational skills
* Ability to prioritise to meet deadlines
* Diligence and accuracy
* Ability to work as part of a team and independently
* Excellent verbal and written communication skills
Salary package
* Salary - to be informed prior to interview
* Holiday: 21 days
* Employers Pension contribution – 5% following 3 months probationary period
* Location: York Office
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Administrative
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