Accounts & Admin Assistant
3 weeks ago
This is a fantastic opportunity to work across 4 financial services businesses from our Southport offices.
Within the portfolio are Lloyd & Co Financial Planning, Lloyd & Co Employee Benefits, Lloyd & Co Insurance Services and Lloyd & Co Trust & Estates.
All are growing and we are looking to expand our central Head Office team.
We are looking for a hard working organised individual that can join the Accounts & Admin Team to support the Accounts Manager.
The Lloyd & Co Group was born out of a desire to reinvent the financial services process; to do things differently. To bring financial services to life and to really listen and hear the needs, wants and dreams of our clients. We’ve grown organically since our inception in 2009, largely down to the passion we have for what we do. We are also very grateful to our loyal clients, many of whom have contributed to our growth by recommending us to their colleagues.
Our Head Office is situated in Southport Merseyside, although we have staff based around the country. We are passionate about our profession and have achieved Chartered Independent status. Our ethos is focused firmly on our clients happiness. We place our client’s hopes, goals and aspirations at the heart of our planning.
**Your role**
- Provide accounting and clerical support to our Accounts Manager across all core businesses
- Prepare and maintain accounting documents and records
- Ensure invoices & statements are checked for accuracy
- Manage queries and messages with relevant people
- Assist with the upload of data to corporate portals on excel
- Produce weekly sales reports to be sent out to the team
**Experience**:
- Microsoft Office
- Excel, Word & Outlook
**Salary**: £16,000.00-£24,000.00 per year
Schedule:
- Monday to Friday
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