Financial Administrator

4 weeks ago


St Albans, Hertfordshire, United Kingdom Future People Solutions LLP Full time
Position Overview

We are seeking a dedicated Financial Administrator to join our dynamic team at Future People Solutions LLP. This is a full-time, office-based position that requires a strong background in bookkeeping and proficiency in Xero.

Key Responsibilities
  • Account Management: Oversee the financial records using Xero, including the Sales Ledger, Purchase Ledger, Cash Book, and Company Credit Card.
  • Bank Reconciliation: Conduct bank reconciliations for two accounts based on received remittances.
  • Credit Card Management: Perform monthly reconciliations of the credit card account.
  • Invoice Processing: Handle manual sales invoices as required.
  • Credit Control: Generate statements and manage customer follow-ups through both manual and automated processes, including liaising with managing agents.
  • Purchase Ledger Management: Ensure accurate processing via the Dext system, with manual entries as necessary.
  • Reporting: Create detailed reports using Excel and enter necessary journal entries in Xero, including Deferred Income, Accruals, Prepayments, and Depreciation.
  • Collaboration: Work closely with suppliers to manage purchase orders and coordinate with the internal team regarding orders and sales, while supporting the management accountant in preparing monthly financial statements.
Benefits
  • Comprehensive Healthcare Plan
  • Access to an Office Gym
  • Weekly Office Food Order

Join a vibrant and creative team that values collaboration and innovation in a modern office environment. We look forward to welcoming a new member who shares our commitment to excellence in financial management.



  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job SummaryWe are seeking a highly organized and delivery-oriented individual to join our team as a Financial Services Administrator. As a key member of our operations team, you will play a crucial role in ensuring the smooth running of our business.Key ResponsibilitiesProvide exceptional administrative support to our Financial Planners, ensuring seamless...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job SummaryWe are seeking a highly organized and delivery-oriented Financial Services Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth running of our firm.Key ResponsibilitiesProvide exceptional customer service, always putting the...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job SummaryWe are seeking a highly organized and delivery-oriented Financial Services Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth running of our firm.Key ResponsibilitiesProvide exceptional customer service, always putting the...


  • St Albans, Hertfordshire, United Kingdom Red Door Recruitment Full time £25,000 - £30,000

    Position Overview Our client, a leading and forward-thinking legal practice, is seeking a Financial Administrative Assistant to provide essential support within the Private Client division. Key Responsibilities Deliver exceptional service to clients by offering comprehensive secretarial and administrative assistance to a minimum of two attorneys. Manage...


  • St Albans, Hertfordshire, United Kingdom Mission 4 Recruitment Full time

    Job Summary:Mission 4 Recruitment is seeking a highly organized and motivated Senior Administrator to join our client's growing team in a financial services environment. As a Senior Administrator, you will play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate...


  • St Albans, Hertfordshire, United Kingdom Mission 4 Recruitment Full time

    Job Summary:Mission 4 Recruitment is seeking a highly organized and motivated Senior Administrator to join our client's growing team in a financial services environment. As a Senior Administrator, you will play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Overview: Blakemore Recruitment is on the lookout for a proficient and committed IFA Administrator to become a vital part of our team. The successful candidate will be instrumental in delivering exceptional service to our valued clients, collaborating closely with Paraplanners and Financial Planners. This role presents a fantastic opportunity to refine your...


  • St Albans, Hertfordshire, United Kingdom Heat Recruitment Full time

    Exciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...


  • St Albans, Hertfordshire, United Kingdom Heat Recruitment Full time

    Exciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...


  • St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £32,000

    Job Description**Financial Planning Administrator - IFA Support Role**We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will play a vital role in supporting our IFA firm in all aspects of savings, investments, and retirement planning.Key...


  • St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £32,000

    Job Description**Financial Planning Administrator - IFA Support Role**We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will play a vital role in supporting our IFA firm in all aspects of savings, investments, and retirement planning.Key...


  • St Albans, Hertfordshire, United Kingdom Rennie Grove Peace Hospice Care Full time

    Job SummaryWe are seeking a skilled Payroll Administrator to join our team at Rennie Grove Peace Hospice Care. As a key member of our Financial Operations department, you will be responsible for assisting with payroll processing, ensuring compliance with group policies and procedures, and providing excellent customer service to staff and stakeholders.Key...

  • Payroll Administrator

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Rennie Grove Peace Hospice Care Full time

    Job SummaryWe are seeking a skilled Payroll Administrator to join our team at Rennie Grove Peace Hospice Care. As a key member of our Financial Operations department, you will be responsible for assisting with payroll processing, ensuring compliance with group policies and procedures, and providing excellent customer service to staff and stakeholders.Key...


  • St Albans, Hertfordshire, United Kingdom Placing Faces Full time

    Job Title: IFA AdministratorLocation: Remote OpportunitySalary: Up to £35kWe are working with a successful financial services firm, and they're looking for an experienced IFA Administrator to collaborate with and support their top financial advisor in the business. The company will also offer you progression and support for professional certifications.IFA...


  • St Albans, Hertfordshire, United Kingdom Placing Faces Full time

    Job Title: IFA AdministratorLocation: Remote OpportunitySalary: Up to £35kWe are working with a successful financial services firm, and they're looking for an experienced IFA Administrator to collaborate with and support their top financial advisor in the business. The company will also offer you progression and support for professional certifications.IFA...


  • St Albans, Hertfordshire, United Kingdom Focus Search and Selection Full time

    Job Title: Senior Financial Services AdministratorLocation: Hybrid - minimum 3 days in-officeSalary: £35,000 + BenefitsAbout the Role:We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team. This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers...


  • St Albans, Hertfordshire, United Kingdom Focus Search and Selection Full time

    Job Title: Senior Financial Services AdministratorLocation: Hybrid - minimum 3 days in-officeSalary: £35,000 + BenefitsAbout the Role:We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team. This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers...


  • St Albans, Hertfordshire, United Kingdom Placing Faces Full time

    Job Title: IFA AdministratorLocation: St AlbansSalary: Up to £35kWe are working with a successful financial services firm, and they're looking for an experienced IFA Administrator to collaborate with and support their top financial advisor in the business.Provide an effective and efficient support service to the department and dedicated financial...


  • St Albans, Hertfordshire, United Kingdom Placing Faces Full time

    Job Title: Senior IFA AdministratorLocation: Remote OpportunitySalary: Up to £35kWe are working with a successful financial services firm, and they're looking for an experienced Senior IFA Administrator to collaborate with and support their top financial advisor in the business. The company will also offer you progression and support for professional...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice based in the UK who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...