Financial Administrator

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom Intelligent Human Resources Ltd Full time
Job Title: Finance Assistant/Administrator

We are seeking a highly organized and detail-oriented Finance Assistant/Administrator to join our team at Intelligent Human Resources Ltd. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial functions.

Key Responsibilities:
  • Process supplier invoices and credits, verifying orders and returns, and resolving related queries.
  • Manage bank payment runs, including daily checks of previous day's payment records against relevant systems.
  • Reconcile all bank, card, and cash accounts, identifying errors and resolving related queries.
  • Export sales invoices and credits from our OMS system, adding tax and nominal codes, and tracking categories.
  • Monitor Xero reporting to ensure accurate coding and entry, and rectify discrepancies.
  • Provide weekly order and wax removal reports to the management team.
  • Offer finance support to centre teams via phone and email, completing all necessary finance admin on the OMS system.
  • Resolve queries from centre teams on a regular basis.
  • Process finance-related post that arrives at head office weekly.
  • Perform ad hoc tasks as requested by your manager.
  • Store digital copies of all supplier correspondence and complete digital backups of documents weekly.
Requirements:
  • Strong customer service and communication skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficiency in financial software, including Xero and Sage 50 Payroll.
  • Excellent organizational and time management skills.
  • Attention to detail and ability to maintain confidentiality.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in financial services and be able to provide technical administration support.About the RoleThis is an exciting opportunity to work with a specialist in...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in financial services and be able to provide technical administration support.About the RoleThis is an exciting opportunity to work with a specialist in...


  • Cheltenham, Gloucestershire, United Kingdom Class people Full time

    Job Title: Financial AdministratorClass People is a leading education supply agency in the South West, providing recruitment services to schools and settings. We are seeking a part-time, interim Finance Administrator to cover maternity leave, located in Cheltenham.Job PurposeTo ensure the financial records and systems of the business are accurately...


  • Cheltenham, Gloucestershire, United Kingdom Class people Full time

    Job Title: Financial AdministratorClass People is a leading education supply agency in the South West, providing recruitment services to schools and settings. We are seeking a part-time, interim Finance Administrator to cover maternity leave, located in Cheltenham.Job PurposeTo ensure the financial records and systems of the business are accurately...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in administration, with a focus on financial planning and services.About the RoleThis is an exciting opportunity to work with a specialist in the financial...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in administration, with a focus on financial planning and services.About the RoleThis is an exciting opportunity to work with a specialist in the financial...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. As a Financial Planning Administrator, you will provide technical support and work collaboratively with a team of experienced professionals.About the RoleThis is an exciting opportunity to work in a...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. As a Financial Planning Administrator, you will provide technical support and work collaboratively with a team of experienced professionals.About the RoleThis is an exciting opportunity to work in a...


  • Cheltenham, Gloucestershire, United Kingdom Class people Full time

    Job Title: AAT Financial Administrator ApprenticeClass People is a leading education supply agency in the South West, providing recruitment services to schools and settings. Our philosophy places the interests of children and education at the heart of recruitment.Job SummaryWe are seeking a part-time, interim Finance Administrator to cover maternity leave,...


  • Cheltenham, Gloucestershire, United Kingdom Class people Full time

    Job Title: AAT Financial Administrator ApprenticeClass People is a leading education supply agency in the South West, providing recruitment services to schools and settings. Our philosophy places the interests of children and education at the heart of recruitment.Job SummaryWe are seeking a part-time, interim Finance Administrator to cover maternity leave,...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Career StarterRecruit UK Ltd. is seeking a motivated individual to join their team as a Financial Planning Administrator. This role offers a long-term career in financial planning and the opportunity to work for a company that prioritizes work/life balance and employee growth.Key Responsibilities:Process new business and produce...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a supportive...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a supportive...


  • Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time

    Job DescriptionWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our financial advisory services.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless communication and...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...