internal auditor Work, Jobs in carlisle, cma (with Salaries)

Finance Support
InvestAcc Pension Administration Limited —Carlisle
- £26,000 - £27,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Life insurance
Quick apply
2d

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Finance Support

InvestAcc Pension Administration Limited
Carlisle

Quick apply

Job details

Permanent | Full-time
£26,000 - £27,500 a year
2 days ago

Benefits

Free parking
Casual dress
Company pension
Company events
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Word
Sage
Microsoft Excel
Microsoft Outlook
Accounts payable
GCSE
Accounting software
Microsoft Office
Organisational skills
Communication skills

Full job description

InvestAcc Pension Administration Limited is part of the InvestAcc Group, trading since 1992, the company has built an enviable reputation as a niche Pension Provider in the Self Invested Pensions market, managing pension assets in excess of £9 billion for over 18,000 scheme members.

Job Title – Finance Support

Purpose of Role

To provide administrative and operational support to the Finance Officer, ensuring the accurate processing of financial transactions, maintenance of records, and timely completion of finance-related activities across SIPP and SSAS schemes.

Responsibilities

Support the management of scheme fees.
Assist with monthly accounts preparation.
Support tax relief processing and record maintenance.
Assist with audit preparation and information gathering.
Provide administrative support for compensation processing.
Assist with payment processing and authorisation preparation.

Key Tasks

Raise and process TPO invoices on Sage.
Prepare BMAP settlement information for review.
Assist in compiling SIPP WIP and debtor reports.
Assist in preparing SSAS debtor schedules.
Produce and distribute SSAS Active Direct Debit reports.
Prepare supporting information for auditor reporting requirements.
Process and reconcile tax relief claims and receipts.
Monitor tax relief transactions and escalate discrepancies.
Process scheme fee submissions and respond to routine queries.
Perform bank reconciliation activities for fees, tax relief, and PAYE accounts.
Maintain monthly balance schedules and supporting documentation.
Prepare financial reports and schedules for review by the Finance Officer.
Liaise with internal departments to obtain information required for reconciliations and reporting.
Maintain accurate finance records and filing systems.
Assist with complaint and compensation administration.
Support month-end finance activities as required.
Identify and escalate outstanding items, unreconciled balances, or processing issues.

Knowledge & Experience

Previous experience in a finance administration or accounts support role.
Good understanding of financial processes and reconciliations.
Experience using Sage or similar accounting software.
Proficient in Microsoft Excel and Microsoft Office applications.
Strong attention to detail and accuracy.
Ability to prioritise workloads and meet deadlines.
Good communication and organisational skills.

Key Performance Indicators

Accuracy of reconciliations and financial records.
Completion of assigned month-end tasks within deadlines.
Reduction in outstanding finance queries and unreconciled items.
Compliance with internal controls and procedures.

Job Types: Full-time, Permanent

Pay: £26,000.00-£27,500.00 per year

Benefits:

Casual dress
Company events
Company pension
Free parking
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

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