Finance and Data Management Administrator

5 months ago

Stockbridge, United Kingdom Taylormade Financial Planning LLP Full time

**Starting Salary - **£22K - 26K (pro rata) depending on skills and previous experience.

**What’s the job?**

Working within the Management Team, the primary function of the role will be to support with all administrative duties to ensure the business is well run and equipped to maintain a high quality, efficient and compliant service.

**As a Finance and Data Management Administrator you will ideally have**:

- 2 years’ experience in a data management environment.
- Experience working in a small management team.
- English & Maths GCSE Grade A-C.
- Proficient in the use of Microsoft Office.
- A good working knowledge of excel including pivot tables.
- Experience with accounting software and client relationship database.

**How will your day look?**
- Invoice and payment management.
- Timely and accurate completion of financial records in line with published schedule.
- Timely and accurate completion of income allocation procedures in line with published schedule.
- Provide support to the management team in all aspects of data collection, ensuring appropriate processes and support for the service delivery team.
- Provide support to the management team in all aspects of data integrity, ensuring the data sources are cleansed and maintained to a high level of reliability for management information production.
- Provide support to the management team in the timely and accurate production of management information across all business functions in line with published schedule.
- Reception and front of house duties.
- Answering telephone calls and handling appropriately.
- Meeting and greeting external visitors, suppliers, and clients.
- Handling all incoming and outgoing communications in a professional and timely manner.
- Specific business administration duties, as agreed with your Line Manager from time to time. For example, HR record keeping, updates/management of the website and any other required support of the key business functions, finance, compliance, HR, marketing, and IT.

**What’s in it for me?**
As well as a competitive salary and structured career development plan aligned with your earning potential, our benefits package includes a pension scheme, 25 days annual leave (pro rata) and 8 paid bank holidays, death in service, income protection and private medical insurance. There is also the opportunity to job share (where possible), training/qualification support, shopping discounts, colleague wellbeing benefits and more

**Our Inclusive Culture**
We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.

**TO OUR CLIENTS**:We will improve their understanding and confidence in achieving financial life goals through clarity and structure.

**TO OUR EMPLOYEES**:We will support their career goals and aspirations through a clear development path.

**TO OUR ASSOCIATES**:We will work together to improve outcomes for all our clients.

**TO OUR LOCAL COMMUNITY**:We will provide support financially, physically and through leadership.

**Job Types**: Part-time, Permanent

**Salary**: £22,000.00-£26,000.00 per year

Expected hours: 25 per week

**Benefits**:

- Company pension
- Free parking
- Health & wellbeing programme
- Life insurance
- Private dental insurance
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Data management: 1 year (preferred)

Ability to Commute:

- Stockbridge (required)

Work Location: Hybrid remote in Stockbridge

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