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Financial Planner Assistant

2 months ago

Sheffield, Sheffield, United Kingdom NJR Recruitment Full time
Bookkeeper Job Opportunity

NJR Recruitment is working with a leading firm of Independent Financial Planners in Sheffield to find a new Bookkeeper to join their team.

What We Offer:

  • Excellent basic salary
  • 25 days holiday + bank holidays
  • Free parking
  • Enhanced pension scheme
  • Full support for exams and training
  • Life insurance
  • Regular pay reviews

Job Responsibilities:

Key Accountabilities:
  • Process accounts payable and accounts receivable
  • Prepare profit and loss sheets, bank deposits and statements
  • Daily reconciliations of all bank deposits, credit card transactions, payroll, etc.
  • Dealing with Tax Returns
  • Reconcile tax payments
  • Perform monthly reconciliations of all general ledger accounts
  • Help prepare payroll
  • Deal with all Fees and Commissions
  • Process expenses
  • Assist with special projects as needed
  • Assist with general administration in the office including answering incoming calls when needed

Requirements:

  • Previous experience as a bookkeeper is essential
  • Understanding of preparing payroll
  • Use of Sage programmes is essential
  • Prior dealing and understanding of de minimus regulations
  • Ideally AAT Level 3, although this is not essential

This is an excellent opportunity for anyone looking to join a growing company that can offer a varied role and where they can be a vital part of the team.