Finance Assistant

Finance Assistant Stockton-on-Tees, England

Joslin Rhodes Lifestyle Financial Planning Limited
Full Time Stockton-on-Tees, England 18000 - 22000 GBP ANNUAL Today
Job description

Is this your fantastic new career?

Are you looking for a rewarding new role to build on your Finance experience?

Can you help us deliver an excellent service to a client-driven business?

Yes?

Then this could be ideal for you!

Apply to join Joslin Rhodes as a Financial Assistant.

  • Join a local award-winning company with a 20-year heritage
  • Best Financial Advisers To Work For - Professional Adviser Award 2023
  • You’ll be working alongside our Financial Controller and will be a positive, organised individual who works well under pressure.

Do you relish the idea of a challenge?

The opportunity includes:

  • Maintaining Purchase and Sales Ledgers on our accounting system and ensuring any issues are resolved in a timely manner
  • Driving credit control activities, raising client invoices and recording receipts
  • Recording of revenue, including monthly reconciliation of paid income
  • Coding all invoices and expenses ensuring they are authorised according to the process, including credit card purchases
  • Managing the day to day banking for the business, raising payments, recording receipts and maintaining accurate records
  • Supporting the department with various administrative tasks for example as preparing, scanning and filing documentation
  • Organising procurement activities, ensuring requests are authorised by the relevant heads of department and creating purchase orders
  • Help the other departments in the Business Support team with tasks when required

Joslin Rhodes have been providing retirement planning and investment management on Teesside for over 20 years.

We look after over £200 million of investments and have helped thousands of local retirees ‘know that they have enough’.

You don’t need to be qualified – if you’re prepared to put the work in then we’re happy to train you and study support or Apprenticeship pathways could be provided for the right person.

It’s just what we do.

Our Core Values

  • We tell it like it is
  • We simplify to empower
  • We champion the human outcome
  • We give warmth & comfort
  • We put WOW in everything we do

Does this sound like a role you would enjoy?

Have you experience within a Finance role and/or relevant experience in administration?

Do you have a basic understanding of bookkeeping and accountancy procedures?

Are you driven by quality & accuracy to “get it right first time”?

Are you computer literate with a knack for Excel and a good attention to detail?

Do you love being accountable and taking responsibility for your work?

Do you have good communication skills and the ability to work with individuals across departments and our clients?

Are you organised, methodical and a quick learner?

Do you do what you say you’re going to do?

Are you a nice person?

Are you committed, flexible and trustworthy?

Do you work well under pressure?

Do our core values resonate with you? Do you live them in both your personal and professional life?

Do you tell it like it is, deal with the tough questions and get stuff done?

What’s on offer?

  • A competitive salary package including great employee benefits and progression routes
  • A career in a company that supports and champions the human outcome for all
  • Get out of bed every day looking forward to working with clients and changing lives

For more information visit joslinrhodes.co.uk/careers and register for one of our Discovery Sessions to learn more about what we do and how you can be part of it!

Job Types: Full-time, Permanent

Salary: £18,000.00-£22,000.00 per year

Benefits:

  • On-site parking

Schedule:

  • Monday to Friday

Work Location: In person

Finance Assistant
Joslin Rhodes Lifestyle Financial Planning Limited

www.joslinrhodes.co.uk
Stockton-on-Tees, United Kingdom
Unknown / Non-Applicable
1 to 50 Employees
Company - Private
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