Job Type Permanent Closing Date 09/12/2024 Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better. As a Finance Associate at Schroders Personal Wealth, you will lead the processing of invoices (both purchases and sales), maintain supplier/customer relationships and settle bank payments. There will also be involvement in adhoc projects as required in order to continue to build the business. Location : Leeds Salary : £22,664- £25,183 Key Responsibilities: Keying of invoices, purchase orders and customer invoices Managing supplier relationships, ensuring invoices are paid on time Credit control – ensuring that customer invoices are paid on time Daily bank reconciliations Input and review of bank settlements Sample checking and review of key business processes, such as expenses Support for various ad hoc projects as and when required Qualifications & Skills: Some experience of an accounting qualification preferred (degree, AAT, ACCA, CIMA) Knowledge of Workday or other financial systems preferred (but not essential) Highly numerate with experience in a financial / analytical discipline Strong planning and organisational skills, specifically the ability to prioritise and process numerous tasks simultaneously and deliver at pace to meet tight deadlines and with a high degree of accuracy Excellent organisational, communication and numerical skills. Ability to use own initiative, whilst also being a valuable team player. Ability to produce accurate work within agreed timescales/deadlines. Personal drive and resilience to deal with work volumes A continuous improvement mind-set and a desire for personal development. We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. The Benefits and Perks In addition to a competitive salary, we offer these enticing benefits to employees: Generous Holiday Entitlement: Enjoy 30 days of annual leave plus bank holidays, with the option to purchase 5 additional days. Company Pension Contribution: A matched pension contribution of up to 15% of your base pay if you contribute 6%. Additional Cash Allowance: Receive an extra 4% cash allowance that can fund various optional benefits, including Paid Sabbatical Leave, Dental Cover, Critical Illness Insurance, Gym Membership, or an electric/ULEV car. Health & Wellbeing: We offer company-paid Private Medical Insurance, Life Insurance, and Health Screening. Financial Advice: Access to free financial advice to help secure your financial future. Car Allowance: Up to £9,000 annually if your role demands over 10,000 business miles a year. Annual Bonus: Eligible after 3 months’ service, based on company/individual performance. To find out more go to https://www.spw.com/careers-at-spw/rewards-and-benefits The Next Step To join a dynamic team and contribute to our mission of changing lives, click "Apply" to complete your application. You belong here… At Schroders Personal Wealth, we embrace individuality and encourage diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions across our company and our work, including making appropriate adjustments for disabilities, long-term health conditions or neurodiversities to ensure equal opportunities for all. Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.