Due to the continued growth an established Independent Financial Advice firm, Integrity365, is looking to recruit a Finance Assistant on a part-time basis.
We are open to discussion on the flexibility of this role - whether you are a trainee accounts assistant or someone more experienced looking for a role to fit around their home life, we would love to hear from you.
The business offers this part-time role with flexible on timing within office hours. Ideally, this would be undertaken over 4 days within the working week at our Doynton (Bristol) or High Wycombe office location, with a potential for hybrid working and additional locations considered for the right candidate.
Responsibilities Include:
•Monthly reconciliation of provider payments onto Intelliflo CRM System (IO).
•Raising invoices for services across a wide variety of clients
•Regular review of aged debtors and creditors, invoices on hold
•Working with the Financial Manager to ensure accounts and FCI statements remain up to date.
•Maintain excellent day to day working relationships with the bank.
•Support financial and business reporting across the organisation.
•Monitor bank statements for payments in and out on a daily basis, recording appropriately, and ensuring all costs and purchase invoices are allocated correctly.
Requirements
You will possess:
•Have at least 3 years experience of working within a similar role within accounting working with reconciliations and invoicing.
•Excellent communication and IT skills
•Knowledge of Intelliflo (IO) would be advantageous.
•Experience in carrying out financial duties in a small/medium business
•High level of competence in using the following MS Office products - MS Word, Excel, Outlook, and MS Teams
•Experience in using CRM, accounting software, and online banking systems. Full training in the systems we use will be provided.
•Self-sufficient, hands-on attitude and ability to work to own initiative.
Benefits
What’s on Offer?
•Competitive Remuneration Package
•Part-time contract
•Flexi-working within core business hours of 9am - 5pm.
•Potential Hybrid Working
•Company Pension
•Full Benefits Package
Job Types:
•Part-Time
Experience:
•Accounting: 3 years (preferred)