Finance operations occupations Work, Jobs in Warfield, Brk (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
9d
Treasury Analyst
SC Johnson —Frimley
- Full-time
- Microsoft Excel
- IT
- Banking
- Free parking
- Annual leave
12h
Junior Finance Analyst
The Rank Group —Maidenhead
- Hybrid work
- Accounting
- Organisational skills
- Accounting
- Life insurance
Quick apply
9d
Operations & Business Support Coordinator (12 Month FTC)
Evolution Security —Marlow
- Microsoft Excel
- Oracle
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Investment Operations Analyst
GoHenry —Farnborough
- Full-time
- Financial services
Quick apply
9d
Treasury Finance & Banking Analyst
UPS —Woking
- Full-time
- Analysis skills
- Organisational skills
- Accounting
Finance Operations & Systems Lead (AI-Native)
causaLens —London
- Full-time
- Hybrid work
- ERP systems
- Master's degree
- SQL
- Referral programme
Quick apply
Operations Administrator
States of Jersey —St. Helier
- Full-time
- English
Graduate Finance
Ferrovial Construction —Heathrow
- Full-time
- English
- Master's degree
- IT
Finance Officer
Hatfield Haven Limited —Harrow
- £33,400 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
Quick apply
Sustainable Funding Business Partner
Achieve together —Leatherhead
- £35,000 - £40,000 a year
- Microsoft Excel
- Organisational skills
- Communication skills
- Employee discount
Quick apply
Financial Operations Analyst, Sales Audit
Ralph Lauren —Watford
- Hospitality
- Microsoft Excel
- English
Fund Manager
States of Jersey —St. Helier
- Full-time
- English
13d
Cash Processor
Loomis UK —Heathrow
- £12.81 an hour
- Full-time
- Heavy lifting
- Annual leave
- Employee assistance programme
2d
Client Trust Officer
Apex Group —St. Helier
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Trainee Fund Administrator
States of Jersey —St. Helier
- Full-time
- English
Senior Investment Administrator
Dentons Pension Management Ltd —Godalming
- £24,420.00 - £41,163.62 a year
- Full-time
- Administrative experience
- Analysis skills
- IT
- Employee discount
- Life insurance
Quick apply
10d
Senior Finance Officer
Learning Partners Academy Trust —Guildford
- £23,236 - £37,724 a year
- Part-time
- Microsoft Excel
- ERP systems
- Microsoft Office
4d
Treasury Assistant
Andertons Music Company —Guildford
- £28,000 - £30,000 a year
- Part-time
- Microsoft Excel
- Computer literacy
- Administrative experience
Analyst, Donor Finance Management
European Bank for Reconstruction and Development —London
- ERP systems
- English
- Analysis skills

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Finance & M&A Assistant

Amber River SFIA
Maidenhead

Quick apply

Job details

Full-time
£28,000 - £30,000 a year
9 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

Refine Your Search

finance operations occupations jobs in warfield, brk

Finance & M&A Assistant

Treasury Analyst

Junior Finance Analyst

Operations & Business Support Coordinator (12 Month FTC)

Investment Operations Analyst

Treasury Finance & Banking Analyst

Finance Operations & Systems Lead (AI-Native)

Operations Administrator

Graduate Finance

Finance Officer

Sustainable Funding Business Partner

Financial Operations Analyst, Sales Audit

Fund Manager

Cash Processor

Client Trust Officer

Trainee Fund Administrator

Senior Investment Administrator

Senior Finance Officer

Treasury Assistant

Analyst, Donor Finance Management

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