Financial advisor Work, Jobs in Beaulieu, Ham (with Salaries)

Service Charge Analyst
Innovus —New Milton
- Up to £35,000 a year
- Full-time
- In-person
- Communication skills
Quick apply
9d
Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Organisational skills
Quick apply
Auditing Executive
Your Recruitment People —Fareham
- £25,522.64 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
- Free parking
- Life insurance
Quick apply
3d
Insurance Advisor
Howden Group Holdings —Newport
- Full-time
- Hybrid work
- Employee discount
Protection Advisor
protected life —Portsmouth
- £30,000 - £120,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Free parking
- Referral programme
Quick apply
Sales Consultant
McCarthy & Stone —Southampton
- Up to £30,000 a year
- Weekend availability
- Sales
- Salesforce
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
- Full-time
- Hybrid work
- Administrative experience
- Financial services
- Communication skills
- Employee discount
Quick apply
9d
HR Risk and Governance Advisor
Quilter —Southampton
- Full-time
- Financial services
- Communication skills
Sales Assistant
Superdrug —Eastleigh
- £9.75 - £13.00 an hour
- Weekend availability
- Customer service
- Communication skills
- Store discount
- Employee discount
16h
Money Adviser
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Budgeting
- Communication skills
10d
Sales Advisor
The Dune Group —Portsmouth
- Employee assistance programme
- Employee discount
Quick apply
Membership Sales Advisor
Cams Hall Estate Golf and Country Club —Fareham
- £26,436.80 a year
- Weekend availability
- Sales
- Customer service
- Free parking
- Employee assistance programme
Service Advisor
Marshall Motor Group —Southampton
- £31,348 a year
- Front desk
- Communication skills
- Annual leave
- Employee discount
Quick apply
Manager/Senior Manager - Accounts
PKF Francis Clark —Poole
- Hybrid work
- Communication skills
Development Accounts Business Partner (6 month FTC)
McCarthy & Stone —Bournemouth
- £30,000 - £32,000 a year
- Full-time
- Hybrid work
- Accounting
- In-person
- Communication skills
- Employee assistance programme
Quick apply
Customer Advisor
Alexander Mann Solutions (AMS) —Bournemouth
- £14.29 an hour
- Full-time
- Hybrid work
- Computer literacy
- Computer skills
- In-person
- Work from home
12h
Sales Centre Manager
Bidfood —Salisbury
- £47,500 a year
- Sales
- Continuous improvement
- Driving
- Employee discount
Quick apply
Customer Service Advisor
Quilter —Southampton
- £18,000 a year
- Full-time
- Hybrid work
Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Salesforce
- Employee assistance programme
Quick apply
Trainee Mortgage Advisor
Connells Group —Gosport
- Customer service
- Organisational skills
- Communication skills
- Employee discount
Quick apply
12h

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Service Charge Analyst

Innovus -
New Milton

Quick apply

Job details

Permanent | Full-time
Up to £35,000 a year
9 days ago

Benefits

On-site parking

Qualifications

Financial modelling
Accounting software
Financial report writing
Business processes
CIMA
Communication skills
AAT

Full job description

Job Role: Service Charge Analyst

Location: New Milton

Hours: 35 hours per week - Monday to Friday

Salary: Up to £35,000 per annum plus benefits

At Innovus, we are committed to delivering market leading solutions and professional services. As a Service Charge Analyst, you will be contributing to our vision to be recognised as the market leading provider of services to the UK’s property sector.

We are proud to employ highly skilled, experienced and innovative people who deliver business expertise and services across the property industry.

At Innovus we are committed to delivering market leading solutions and professional services and as Service Charge Accountant you will be contributing to our vision to be recognised as the market leading provider of services to the UK’s property sector.

We are to employ highly skilled, proud experienced and innovative people who deliver business expertise and service across the property industry.

Main Purpose of Job

The Service Charge Analyst will review the service charge accounting output from the managing agents across the client’s residential portfolio. This includes reviewing budgets and accounts, reporting to internal and external stakeholders whilst ensuring compliance with regulations and policies and mitigating financial risk to our clients.

Position in Organisation

This role reports to the Head of Client Finance

Main Responsibilities

Complete detailed reviews of service charge accounts & cost estimates for properties across the portfolio (on a risk basis)
Carry out detailed accounting and investigation on escalated properties, extracting data from financial records
Conduct detailed analysis of financial data as required
Prepare financial reports and service charge data for tribunal proceedings and collaborate with legal advisors as necessary.
Prepare & present financial reports to key stakeholders
Create financial models to support service charge performance assessments of the managing agents working on the Direct portfolio.
Provide expert advice on service charge issues to key stakeholders
Ensure compliance with relevant policies and regulations
Identify and implement process improvements for greater efficiency

Qualifications:

Relevant accounting qualifications (AAT, ACCA, CIMA) required or QBE
Experience in strategic financial decision-making and process improvement.

Skills, Knowledge & Experience:

Extensive experience in service charge and property management accounting.
Advanced knowledge of service charge regulations and financial reporting.
Proficient in Microsoft Excel and accounting software; experience with property management systems is a must.
Demonstrates strong portfolio management
Excellent communication skills with internal and external stakeholders.
Exceptional organisational and project management abilities.
High attention to detail and accuracy in financial reporting.
In-depth knowledge of audits and compliance.

Working at Innovus:

At Innovus, we recognise that people come to work to do a great job, and we actively support this through our internal employee reward platform and a culture that celebrates contribution.

We’re passionate about helping our people grow and progress, and we encourage ongoing personal and professional development. We also understand the importance of a healthy work-life balance, offering flexibility where possible depending on role requirements.

Everything we do is guided by our core values: Trust, Respect, Integrity, Innovation, and Delivery.

What We Offer:

At Innovus, we believe our people deserve the best, just like our customers. That’s why we provide the tools, training, and support you need to thrive, alongside a competitive salary and a great range of benefits.

We're committed to creating a supportive, inclusive workplace where everyone can succeed.

Diversity and Inclusion:

At Innovus, we’re committed to building a diverse and inclusive workforce and recruit based on merit. We welcome applications from everyone, including those interested in job share opportunities.

As an inclusive employer, we provide equal employment opportunities to all qualified candidates. If you have any accessibility requirements or need adjustments at any stage of the recruitment and selection process, please contact our team, we are happy to support you.

Ready to apply:

Click the ‘Apply’ button below to begin your application. You’ll be asked to upload your CV and answer a few short questions. As part of the process, you may also be invited to complete online verbal and numerical reasoning tests.

Please note that, due to the nature of our sector, all roles are subject to an Enhanced DBS check.

If you meet the criteria for the role, we’ll be in touch to arrange a brief telephone interview. Shortlisted candidates will then be invited to a first-stage interview with the hiring manager and a member of our team.

Due to the high number of applications we receive, we may not be able to contact everyone individually — but we truly appreciate your interest in joining Innovus.

#123

Job Types: Full-time, Permanent

Pay: Up to £35,000.00 per year

Benefits:

On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in beaulieu, ham

Service Charge Analyst

Mortgage Case Executive

Auditing Executive

Insurance Advisor

Protection Advisor

Sales Consultant

Wealth Management Administrator - Hybrid

HR Risk and Governance Advisor

Sales Assistant

Money Adviser

Sales Advisor

Membership Sales Advisor

Service Advisor

Manager/Senior Manager - Accounts

Development Accounts Business Partner (6 month FTC)

Customer Advisor

Sales Centre Manager

Customer Service Advisor

Client Reallocation Administrator

Trainee Mortgage Advisor

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