Financial Planning Assistant

1 month ago


Belfast, United Kingdom Hayward Hawk Full time
Financial Planning Assistant

Hayward Hawk is partnering with a leading financial client to source a Financial Planning Assistant. This exciting role offers a fast-paced environment with opportunities for future progression.

Key Responsibilities:
  • Input data and manage financial records accurately.
  • Process invoices, payments, and expense reports.
  • Reconcile bank statements and oversee accounts receivable and payable.
  • Support budgeting and financial forecasting.
  • Generate and organize financial reports and presentations.
  • Provide administrative support for the finance department.
  • Manage credit control and collect outstanding payments.
Requirements:
  • Degree-level education or previous experience in a similar role.
  • Dedicated and driven individual with a strong desire to create a career in financial planning.
  • Excellent communication and multitasking skills.

We are seeking a team player who can work effectively both inside and outside the office. If you are a strong communicator with a passion for financial planning, we encourage you to apply.



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