Estate Capital is one of Swansea’s leading Chartered Financial Advice and Wealth Management firms. We are offering a rewarding opportunity for an enthusiastic, adaptable, and organised individual to join a highly motivated, dedicated and professional team in a well-established but dynamic financial services business.
KEY RESPONSIBILITIES
· Managing, recording and reporting the firm’s income
· Processing and reconciling fees and commissions.
· Investigating queries.
· In house book-keeping, preparing monthly management accounts using sage and assisting annual audits.
· Reporting management information to the monthly board meetings
· Preparing income and expenditure forecasts.
· Meeting month end and year end accounting requirements.
· Maintain accurate financial records.
· Manage correspondence efficiently and professionally.
· Support the monthly payments to financial advisers
· Taking board minutes, editing and circulating.
REQUIREMENTS
· Attention to Detail: Precision in handling data is crucial.
· Excellent Communication Skills: Clear verbal and written communication to interact effectively with clients and team members.
· Proactive: Ability to use initiative and to work independently as well as part of a team is essential. Demonstrating a positive can-do attitude.
· Bring Automation: to the job role and reporting functions
· Adaptability: Ability to adapt to changing priorities and enjoy a diverse workload.
· Confidentiality: A good understanding of confidentiality is required.
· Highly Accurate: a meticulous attention to detail.
· Proficient IT Skills: working with Microsoft office suite and CRM systems.
· Willingness to learn and a desire to progress.
DESIRABLE
· Confident using IT such as Microsoft Excel, Word, and Outlook.
· Ability to learn a range of software. Training will be given on industry-specific software.
· Previous experience of maintaining financial records. Full training will be given.
WE CAN OFFER
· Starting salary from £28,000 to £35,000 per year depending on skills and experience.
· Opportunity for career and professional development.
· Full training
· 25 days holidays plus Bank Holidays
· Pension Fund contributions
· Sick pay
· The opportunity to work in a supportive collaborative environment where your skills and enthusiasm are valued.
Job Type: Full-time
Pay: £28,000.00-£35,000.00 per year
Benefits:
Work Location: In person
