Finance assistant Work, Jobs in Bagshot, Sry (with Salaries)

Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
11d
Accounts Payable Assistant
Food Republic Services Limited —Battersea
- £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
Part Time Finance Assistant – Credit Control Focus
Procurement International Ltd —Wokingham
- £28,000 - £29,000 a year
- Part-time
- Hybrid work
- ERP systems
- Microsoft Office
- QuickBooks
- Work from home
- Employee discount
Quick apply
Account Assistant
KINGSTON CATERERS LTD —Surbiton
- £31,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
4d
Finance Assistant
Learning Partners Academy Trust —Guildford
- £17,575 - £18,830 a year
- Part-time
- Microsoft Office
- IT
- Communication skills
- Employee assistance programme
- Employee discount
6d
Finance Assistant
Mitie —Camberley
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
Accounts Assistant
SRL Accounting Limited —Chesham
- From £26,000 a year
- Full-time
- Microsoft Excel
- Management
- Accounting
Quick apply
Accounts Payable Assistant
M-Page Hiredonline —Farnborough
- £28,000 - £30,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
5d
Finance Assistant
Whitmore High School —Harrow
- £20,875 a year
- Part-time
- Organisational skills
- School
3d
Purchase Ledger Clerk Trainee
Centerprise International —Basingstoke
- Full-time
- Hybrid work
- QuickBooks
- Free parking
Quick apply
Finance Assistant (Accounts Receivable)
Norton Way —London
- £28,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
3d
Finance Assistant
Bremont Watch Company —Henley on Thames
- £26,300 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Annual leave
- Employee discount
Accounts Payable Assistant
RIXO —London
- Hybrid work
- Microsoft Excel
- ERP systems
- Microsoft Office
- Annual leave
- Employee discount
Finance Assistant
CCG Head Office —Slough
- £28,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Finance/Office Administrator
ACCOTAX London Ltd —London
- £22,000 - £30,000 a year
- Full-time
- QuickBooks
- In-person
Quick apply
7d
Accounts Assistant
Orka Financial —Middlesex
- Up to £36,000 a year
- Hybrid work
- Organisational skills
- IT
Graduate Accounts Assistant
Mondi —Weybridge
- £28,000 - £32,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Temporary Accounts Assistant
Caversham Solicitors —Caversham
- £24,420 - £25,000 a year
- Temporary
- QuickBooks
- Organisational skills
- In-person
- Free parking
Quick apply
4d
Accounts Payable Assistant
EA-RS —High Wycombe
- £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
3d
Client Accounts Assistant
Campions —Middlesex
- £30,000 a year
- Monday to Friday
- Hybrid work
- Employee assistance programme
Quick apply
5d

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Finance & M&A Assistant

Amber River SFIA
Maidenhead

Quick apply

Job details

Full-time
£28,000 - £30,000 a year
11 days ago

Benefits

Additional leave
Financial planning services
Annual leave
Company pension
Company events
Enhanced maternity leave

Qualifications

ACA
Administrative experience
Bachelor's degree
Financial services

Full job description

Purpose of the role

To aid the smooth transition of client onboarding through business merger and acquisition, including data integration and income reconciliation, with additional support to provide high-level administrative within the client services administration team.

Responsibilities

Ensure accurate client data records are imported and updated as businesses are integrated.
Bulk mailings to novating clients through acquisition.
Update plan information as received from providers.
Income reconciliation for onboarding firms.
Tracking acquired firms onboarding income to ensure targeted expectations are met in line with acquisition requirements.
See through bulk agency novation’s with providers, creating new records for anomalies identified in novation.
Creation of new agencies for ad hoc providers as part of acquisition integration including due diligence forms and declarations.
Assist with contract and licensing novation and cancellation for acquired businesses.
Undertake monthly provider income reconciliation ensuring EDI links and Universal Uploader maintained, fully utilised, failures investigated.
Oversight of e-services data feeds being maintained and anomalies identified and rectified.
Point of contact for client portal queries, user credential issues and password resets.
Update providers with correct servicing adviser information, maintaining platform administrator functions.
Investigate outstanding fees or income, ensuring Curo is accurately reflecting expected income.
Aid month end processes to meet company timescales.
Issuing and matching of client fee invoicing.
Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.

Experience Required

Previous experience within an administrative or finance role - Essential.
A background in financial services - Preferred.

Who We Are

Here at Amber River SFIA we provide quality independent financial advice to our valued clients across the UK.

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Our advisers aim to build lasting relationships with clients and our support teams are an essential part of this journey. We assist clients in achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way. Our Maidenhead head office serves as a base for the administrative and technical departments that provide support to both advisers and clients. Our team is proud of the client relationships we've helped to build and maintain over the years.

What We Offer

Competitive salary
Generous annual leave entitlement
Company pension scheme to help you plan for the future
Regular company social events to build connection
Learning and development opportunities to accelerate your career growth

Applications
We are an equal opportunities employer and welcome applications from people of all backgrounds, identities, and experiences. If you need reasonable adjustments at any stage of the recruitment process, please let us know. Candidates are selected on merit based on skills, experience, and potential.

If you would like to join our friendly and supportive team, we'd love to hear from you.

Pay: £28,000.00-£30,000.00 per year

Benefits:

Additional leave
Company pension
Enhanced maternity leave
Financial planning services

Ability to commute/relocate:

Maidenhead SL6 8LT: reliably commute or plan to relocate before starting work (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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