Financial Services Coordinator

6 days ago


Bideford, United Kingdom Sumer Full time
Key Responsibilities
  • Manage and optimise processes to ensure the continued success of our practice.
  • Help shape and execute operational strategies, working closely with the Sumer Group to support growth initiatives.
  • Process daily practice bookkeeping, including managing accounts receivable and payable, reconciling financial records, and ensuring compliance with accounting standards.
  • Oversee day-to-day operations to ensure efficient and effective working practices.
Your Background
  • Proven experience within a professional services environment.
  • Skilled in managing transitions, whether it's organisational restructuring, implementing new technologies, or integrating acquisitions.
  • Proven experience in bookkeeping (e.g. managing accounts receivable / payable, reconciliation).
  • Expertise in premises management, with exposure to office mergers or new office launches being highly desirable.


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