Finance Operations Administrator
A fantastic opportunity to join one of the UK s leading independent financial advisory and wealth management firms.
The role will require you to perform a range of tasks within the Finance Operations Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance with the Company s service level agreements.
Key Responsibilities as our Finance Operations Administrator will include:
- Chasing outstanding commission statements - Contacting providers of financial products to chase up statements that we have not received
- Printing commission statements from Provider websites
- Preparing and producing reports to enter into an Excel document
- Allocating payments via Xplan/CommPay and to raise reports, invoices, and check client details for commission queries
- Reconciling bank statements
- Loading/investigating missing income/estimates
- Calculation of commission/fee payments outstanding together with re-broking
- Day to day use of Microsoft Office - Outlook Express, Word and Excel - CSV.
- Completing paying-in book and banking commission cheques at the bank in Bromsgrove
- Completing/checking ad-hoc spreadsheets using Excel to produce required Management Information
- Liaison with advisors, providers of financial products and other teams as appropriate
What we are looking for in our ideal Finance Operations Administrator:
- Office experience including finance desirable
- Effective organisational and planning skills
- Able to work to deadlines
- Experienced using Microsoft Office
- Delivery focused, with a drive for quality throughout.
- Excellent interpersonal and communication skills
- Must have a keen eye for detail
- Willing to learn and develop
- Able to work as part of a team or, if required, under own initiative
Benefits and Perks at AFH:
Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training content
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK s leading independent financial advisory firms.
If you or anyone that you know are interested in becoming a part of our growing community as our Finance Operations Administrator, get in touch and click APPLY today or email us via (url removed). We look forward to hearing from you!
