Current jobs related to Financial Administrative Assistant - Altrincham - Lucas Ross Limited


  • Altrincham, United Kingdom Capstone Financial Full time

    Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...


  • Altrincham, United Kingdom Brookfield Financial Planning Full time

    We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...


  • Altrincham, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: BBBH19130_1687776480 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...


  • Altrincham, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...


  • Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full time

    Job OverviewAs a Case Manager at Imperium Financial Recruitment, you will be responsible for working closely with our team of financial experts in the gathering of information in support of all new applications and taking frontline enquiries from clients.Key ResponsibilitiesProvide proactive customer service for inbound and outbound communication by...


  • Altrincham, United Kingdom Imperium Financial Recruitment Full time

    **Job Title: IVA Specialist with Training for Corporate Insolvency Administrator** **Location**: Altrincham, UK **About Us**: We are a leading insolvency firm based in Altrincham, dedicated to providing comprehensive debt solutions and corporate insolvency services. With a focus on professionalism and client-centric approach, we aim to assist individuals...


  • Altrincham, Trafford, United Kingdom NJR Recruitment Full time

    About NJR Recruitment We are working in partnership with a leading firm of Chartered Financial Planners based in Cheshire. They have an exciting opportunity for an experienced industry administrator with a background in financial planning. Key Responsibilities: * Provide administrative support to the financial planning team * Assist with client onboarding...


  • Altrincham, Trafford, United Kingdom NJR Recruitment Full time

    About NJR Recruitment We are working in partnership with a leading firm of Chartered Financial Planners based in Cheshire. They have an exciting opportunity for an experienced industry administrator with a background in financial planning. Key Responsibilities: * Provide administrative support to the financial planning team * Assist with client onboarding...


  • Altrincham, Trafford, United Kingdom NJR Recruitment Full time

    NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled Administrator to support their high-net-worth clients. The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced environment.Key Responsibilities:Providing administrative support to the financial planning...


  • Altrincham, Trafford, United Kingdom NJR Recruitment Full time

    NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled Administrator to support their high-net-worth clients. The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced environment.Key Responsibilities:Providing administrative support to the financial planning...


  • Altrincham, Trafford, United Kingdom Reed Full time

    Accounts AssistantWe are seeking a highly skilled and experienced Accounts Assistant to join our team at Reed. This is a fantastic opportunity for the successful candidate to work with a leading organisation and contribute to the smooth operation of our finance department.Key Responsibilities:Raising, sending, and paying invoices, as well as chasing late...


  • Altrincham, Trafford, United Kingdom Reed Full time

    Accounts AssistantWe are seeking a highly skilled and experienced Accounts Assistant to join our team at Reed. This is a fantastic opportunity for the successful candidate to work with a leading organisation and contribute to the smooth operation of our finance department.Key Responsibilities:Raising, sending, and paying invoices, as well as chasing late...


  • Altrincham, Trafford, United Kingdom Reed Full time

    Accounts Assistant Job DescriptionWe are seeking a highly skilled and experienced Accounts Assistant to join our team at Reed. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a challenging role and contribute to the success of our organization.Key Responsibilities:Raise, send, and pay invoices, as well as chase late...


  • Altrincham, Trafford, United Kingdom Reed Full time

    Accounts Assistant Job DescriptionWe are seeking a highly skilled and experienced Accounts Assistant to join our team at Reed. This is a fantastic opportunity for a motivated and detail-oriented individual to take on a challenging role and contribute to the success of our organization.Key Responsibilities:Raise, send, and pay invoices, as well as chase late...


  • Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Corporate Insolvency Administrator Trainee Location: UK About Imperium Financial Recruitment: Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to match candidates with roles that align...


  • Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Corporate Insolvency Administrator Trainee Location: UK About Imperium Financial Recruitment: Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to match candidates with roles that align...


  • Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Corporate Insolvency Administrator TraineeLocation: Warrington, UKAbout Imperium Financial Recruitment: Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to match candidates with roles...


  • Altrincham, Trafford, United Kingdom Imperium Financial Recruitment Full time

    Job Title: Corporate Insolvency Administrator TraineeLocation: Warrington, UKAbout Imperium Financial Recruitment: Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to match candidates with roles...


  • Altrincham, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Altrincham, Cheshire** **Salary: £25,000 - £30,000** We are delighted to be working with a South Manchester based and award winning Financial Planning Management Practice based in Altrincham, Cheshire. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing...


  • Altrincham, United Kingdom DMD Recruitment Full time

    An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

Financial Administrative Assistant

3 months ago


Altrincham, United Kingdom Lucas Ross Limited Full time

Lucas Ross Limited is a boutique firm of licensed insolvency practitioners helping deliver vital business rescue and restructuring to firms across the UK, together with formal insolvency processes to generate returns to creditors. We work across all industries with small and medium sized enterprises, both commercial and not for profit.

We are unique in our approach to the clients we work with and for, and we are unique in our approach with our staff who are all fully home based. We are an equal opportunities employer which promotes inclusiveness and always employ the best person for the job irrespective of background or views. Having a diverse workforce allows us to draw upon a range of different ideas and experiences which supports our business’s growth and creates an environment where everyone has an equal opportunity for success.

As our team grows we are needing to establish a full time finance function and also increase the administrative support we have for our insolvency cases.

**Full Job Description**

The role of Financial & Administrative assistant is to support the Finances and Human resources administration team in:

- Account Payables and Account Receivables management
- Processing Customer / Supplier invoices and payments into Sage / Quickbooks
- Assist and report to finance management in the development and improvement of internal systems and processes
- Bank reconciliations
- Maintenance of disbursement ledgers and accurate recording on our practice management system to enable reporting to be accurate and compliant with insolvency legislation and required practices
- Proposing monthly payment runs for review, ensuring payments are accurately processed in accounting system and set up in the bank for approval.
- Raising bills and setting up payments directly from our own bank accounts and those held by the Government’s Insolvency Service
- Weekly reporting on timesheet postings
- Carry out insolvency administration tasks whilst assisting senior staff leading to responsibility for aspects of client take on and established cases.
- Overseeing the issue of post out by 1pm via our outsourced digital postal system (Postworks)

You will develop your insolvency, restructuring and accountancy knowledge through both on-the-job experience and study and have the prospect to progress your skills and career and run with as much responsibility as you want to take on. You will be working underneath a Chartered Accountant and Licensed Insolvency Practitioner.

, Permanent, Home working (but being North West based would be preferable to allow in person meetings to be arranged as this is where most of the team are located)
- Bookkeeping
- Preparation and submission of VAT returns
- Bank reconciliations
- Meeting immoveable deadlines
- Exercising authority over others
- Fully complying with rules in a regulated environment

You will be encouraged to continue with your professional qualifications. Other training will be provided as Continuing Professional Development is an essential part of every team member’s journey with Lucas Ross.

37.5 hours per week Monday to Friday, Permanent after 6 months probationary period

**Qualifications**

Maths and English Grade C or 5 and above

AAT level 2 or higher

**Experience and Competencies**

Accounting: 2 years (required)

Microsoft Office suite - outlook, word, excel, teams, sharepoint

Excellent telephone manner

Excellent communication skills

Excellent attention to detail (which will be tested at interview)

Highly numerate (which will be tested at interview)

Previous experience in a financially regulated firm would be advantageous

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

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Yearly bonus

**Experience**:

- Accounting: 2 years (required)
- bookkeeping: 1 year (preferred)

Pay: £20,358.00-£22,500.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 5 years (required)
- Administrative experience: 5 years (required)

**Language**:

- English (required)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in United Kingdom, WA15 5ST

Application deadline: 08/05/2024
Expected start date: 03/06/2024