Financial Operations Administrator
5 months ago
_**Who are we**:_
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK's Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
- **The role**:_
You will support the day to day transactions of our fast-paced finance team. No two days are ever the same. You will need to be proactive, organised, and be able to prioritise and complete your tasks. This is a very analytical role where you will gather, analyse and interpret relevant financial data, and spot discrepancies or queries, where attention to detail is key.
- **About you**:_
Desired skills/qualities are below:
- Effective organisation & time management.
- Analytical approach.
- Innovative, forward-thinking, flexible, and open-minded, be able to think outside of the box.
- Good customer service delivery skills.
- **Duties/Responsibilities**:_
- Daily bank account download, payment, and reconciliation process (approx. 700 bank accounts).
- Update and manage financial spreadsheets and databases.
- Generate and process high value payment runs.
- Assisting advisers with their regulatory returns to the FCA.
- Dealing with colleagues and partners from around the business on a day-to-day basis.
- Fact finding and responding to payment queries.
- Providing support to the wider Finance Team.
- Daily SLA targets.
- **Benefits**:_
- Competitive monthly bonus
- Company/team events throughout the year
- Company pension contribution (increases with length of service)
- Free on-site parking
- 30 days annual leave, including Bank Holidays (increases with length of service)
- True Potential Rewards - Cashback on online purchases
- True Potential Academy - Allowing our employees to develop their career within the wealth management sector
- Refer a Friend Award
Pay: £26,250.00 per year
**Benefits**:
- Company events
- Company pension
- Free parking
- On-site parking
- Referral programme
- Transport links
- Work from home
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
**Experience**:
- Financial Administration: 2 years (required)
Work Location: In person
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