Description
TFAS Wealth Ltd is a subsidiary of TFAS Enterprises along with Inzuzo Ltd, The Financial Advice Service Ltd and TFAS Compliance Services Ltd.
TFAS Enterprises brings together market leading digital marketing capability, independent financial advice and compliance services within the financial advice industry. Headquartered in central Leeds, we provide a service to the whole of the United Kingdom helping thousands of consumers who are actively seeking financial advice. Our team of experts are looking to appoint a self-motivated Finance Assistant on a 10-month fixed term contract due to maternity cover.
As a Finance Assistant, you will work closely with the Management Accountant whilst providing maternity cover for the current Finance Assistant and will be responsible for a range of transactional finance duties. You will have the opportunity to get involved in the month end processes whilst working as part of an experienced accounts team, gaining exposure to a fast paced and high growth business.
* 37.5 hours per week Monday to Friday - standard working hours 09:00 - 17:30 (16:00 Friday Finish)
* Option of 1 working from home day per week
Key Responsibilities
* Recording day to day financial transactions
* Completing daily bank reconciliations
* Processing supplier invoices and preparing weekly supplier payment lists
* Invoicing customers and managing the sales ledger including; actively pursuing any outstanding payments in a timely manner, following the internal escalation process and liaising with both internal and external parties to implement debt recovery process
* Dealing with customer/supplier queries via telephone and email
* Producing reports for internal review
* Supporting the Management Accountant with the preparation of month end processes
* Postings into and reconciliations of intercompany accounts
* Supporting the Finance Director in ad hoc tasks as and when required
* Identify opportunities to streamline processes through use of AI
* Preparation of payroll for review of Management Accountant
Skills, Knowledge and Expertise
Experience
Essential
Previous experience in payroll, dealing with intercompany balances, credit control and processing supplier invoices.
Skills
* Excellent organisational skills, attention to detail and ability to work independently
* Experience of using Microsoft Office, including Microsoft Teams, Outlook, Word, and Excel
* Excellent written and verbal communication skills
* Strong problem-solving skills with a proactive approach to tasks
Company Behaviours
Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.
Open – Relate and communicate with others, adapting your style to everyone.
Positive – Being optimistic and encouraging a positive mindset.
Professional – Exhibiting a courteous, conscientious, and business-like manner.
Leadership – Drive the company vision and positively influence those around you.
Cooperative – Work together and support each other to learn and grow.
People Focused – Delivering the best service and adding value to our clients
What We Offer You...
* 25 Days annual leave plus Bank Holidays
* 4pm Finish on a Friday
* Opportunity to work from home one day a week
* 5% Employer pension contribution
* 4 x Death in service
* 24 Hour access to our Employee Assistance Programme with Health Assured
* Opportunities for continuous professional development
* Regular social events throughout the year
* Smart/casual dress code
* 1 hour lunch break and 2 x 15 minute breaks
About TFAS Wealth Ltd
TFAS Wealth offers independent, conveniently remote financial advice to clients across the UK. Our aim is to help our clients take control of their financial future and ultimately gain peace of mind through a trust-based professional relationship. Understanding our clients’ financial aims and aspirations and preparing detailed professional recommendations allows our clients to have a deeper understanding of the potential future value of their assets with consideration for the balance of risk and return.
Our Investment Committee selects and monitors tailored products and services from a wide range of leading financial providers derived from a whole of market, independent proposition and ensuring our recommendations deliver tailored portfolios aligned with our clients’ needs and objectives.
Our advisers and support team are experienced, highly qualified and committed to delivering a professional and value-adding service. Our focus is on helping our clients to achieve their immediate and long-term financial planning objectives through a high standard and convenient service.
TFAS Wealth is part of the TFAS Enterprises Group of companies, supporting the wider team with digital marketing expertise that helps consumers to reach suitable financial advisers and providing robust compliance oversight of all regulated activity within the Group.
TFAS Wealth Ltd is authorised and regulated by the Financial Conduct Authority (reference number 968148).
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