Financial Services Assistant

3 weeks ago


Hereford, Herefordshire, United Kingdom Kidwells Group Full time
Job Title: Financial Administrator

Salary: £23,795.20

Reports to: Finance Supervisor

Location: Hereford

We are seeking a highly motivated and organized individual to join our team as a Financial Administrator. In this role, you will provide general administration support to the finance function, ensuring smooth company operations and client satisfaction.

Main Responsibilities:

  • Provide general administration support to the group.
  • Maintain credit control compliance.
  • Monitor and update calendars based on upcoming work to avoid missing deadlines.
  • Ensure incoming post is scanned and distributed correctly within the department.
  • Answer incoming calls, take accurate messages, and return calls as necessary.
  • Handle client enquiries and payments both in person and over the phone.
  • Keep financial records up to date.
  • Raise invoices for clients following established policies and procedures.
  • Upload creditors to the purchase ledger.
  • Maintain accurate credit control records and chase clients accordingly.
  • Adhere to specific business rules and regulations.
  • Process pay runs and payments.
  • Work accurately towards strict targets and deadlines.

Requirements:

  • AAT or experience in a finance role (desirable but not essential).
  • Experience working in a finance environment (desirable but not essential).


  • Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking a Financial Services Advisor to join our team.About the RoleThis is an exciting opportunity to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing expert advice on financial planning and estate...


  • Hereford, Herefordshire, United Kingdom Rockfield Specialist Recruitment Full time

    Job Summary:We are looking for a highly skilled Purchasing Ledger and Financial Services Manager to join our team at Rockfield Specialist Recruitment in Hereford. As a qualified accountant, you will be responsible for overseeing all financial transactions, including purchase ledger, payroll, fixed assets, and VAT.You will work closely with the finance...


  • Hereford, Herefordshire, United Kingdom Kidwells Group Full time

    Job Title: Junior Financial AssistantOffice Hours: 8:30 – 17:30, Location: Hereford, Salary: £23,795.20 per annum.We are seeking a Junior Financial Assistant to join our team at Kidwells Group. The successful candidate will be responsible for supporting the finance function by completing day-to-day tasks, ensuring client satisfaction and compliance with...


  • Hereford, Herefordshire, United Kingdom CV-Library Full time

    At Kingspan Insulation, we are seeking a highly organized and detail-focused Credit Control Assistant to join our Finance team in the UK on a part-time basis. This temporary role covers maternity leave for up to 12 months.Job Overview:The successful candidate will support the UK Credit Control Manager in ensuring that the Accounts Receivable Ledgers of KIL...


  • Hereford, Herefordshire, United Kingdom Austin Fraser Full time

    Job OverviewA challenging and rewarding opportunity has arisen for a skilled individual to join our team as a Financial Services Specialist. In this role, you will be responsible for managing pension administration duties, working closely with senior advisors to deliver high-quality results.About the RoleThis is a hybrid position, requiring one day per week...


  • Hereford, Herefordshire, United Kingdom Heat Recruitment Full time

    We are seeking a highly skilled Financial Services Manager to join our team in the South West of England.The successful candidate will be responsible for managing and advising on a book of discretionary, advisory, managed and XO client investment portfolios.This is an excellent opportunity for a goal-orientated individual with a solid background as a UK...


  • Hereford, Herefordshire, United Kingdom IDEX Consulting Full time

    Located in the picturesque towns of Cheltenham or Hereford, IDEX Consulting seeks a skilled Pensions Paraplanner to join their team. With offices across the country, this financial planning firm specializes in delivering premium services to high net-worth clients.Job SummaryThis is an exciting opportunity for a Level 4 Diploma qualified individual to utilize...


  • Hereford, Herefordshire, United Kingdom Rockfield Specialist Recruitment Full time

    About the JobWe are seeking an experienced Accounting and Financial Assistant to join our team at Rockfield Specialist Recruitment. As a Consultancy firm, we offer a range of services including accounting, advisory, and consulting across various industry sectors.This role involves working closely with clients to prepare accounts and VAT returns, bookkeeping,...


  • Hereford, Herefordshire, United Kingdom Getting In Limited Full time

    FlaktGroup UK Ltd is a leading company in the field of indoor air quality solutions. As a Finance Apprentice, you will be responsible for inputting daily banking information onto Dynamics and allocating customer payments to relevant sales invoices. You will also match intercompany invoices against purchase orders, acquire authorisation from signatories, help...


  • Hereford, Herefordshire, United Kingdom CV Library Full time

    We are seeking an experienced Project Manager to lead and manage core banking projects, ensuring timely delivery, within scope, and within budget.About the RoleLead project management for financial services projects, overseeing end-to-end project delivery.Stakeholder engagement with internal teams and external partners to align project goals and drive...


  • Hereford, Herefordshire, United Kingdom Kingfurness & Associates Full time

    As a senior member of the Kingfurness & Associates team, you will play a vital role in delivering top-notch financial planning services to our clients.We're looking for an experienced Paraplanner with a strong background in financial services, capable of navigating complex technical information, communicating effectively with clients, and staying abreast of...


  • Hereford, Herefordshire, United Kingdom CVM Recruit Ltd Full time

    **Job Description**The successful candidate will have a strong background in finance, with experience of leading a successful finance team and providing sound financial advice to senior management. You will also have strong IT skills, with proven experience of maintaining and developing financial systems and processes.


  • Hereford, Herefordshire, United Kingdom IDEX Consulting Full time

    We are partnering with IDEX Consulting, a bespoke financial planning firm, to find a skilled Paraplanner for their Cheltenham or Hereford location.The company has a national presence and specializes in serving high net-worth clients, delivering a premium service.About the Role:Prepare pre-approval documentation before report writing.Utilize technology to...


  • Hereford, Herefordshire, United Kingdom Sodexo Full time

    About the RoleWe are seeking a skilled Food Service Assistant to join our team at Aylestone High School, Hereford. As a key member of our food service operations, you will play a vital role in ensuring the smooth delivery of meals to our students and staff.ResponsibilitiesPrepare high-quality meals for the school team and pupils.Maintain the kitchen and...


  • Hereford, Herefordshire, United Kingdom Kingfurness & Associates Full time

    Kingfurness & Associates is a renowned provider of high-quality, independent financial planning services to individuals, families, and businesses.Role OverviewThis comprehensive role involves working closely with our experienced advisers to ensure seamless execution of financial plans and provision of exceptional client service.The ideal candidate will...


  • Hereford, Herefordshire, United Kingdom Tilbury Douglas Full time

    About This OpportunityTilbury Douglas is offering a fantastic chance to work as a Project Financial Specialist. In this role, you will play a critical part in ensuring the financial success of our projects.Key Responsibilities:Develop and implement commercial strategies to minimize financial risks.Collaborate with contracts managers to administer day-to-day...

  • Financial Analyst

    3 weeks ago


    Hereford, Herefordshire, United Kingdom Herefordshire Council Full time

    About the RoleWe are seeking an experienced Management Accountant to join our team on a 6-month fixed-term contract. The successful candidate will play a crucial role in delivering high-impact financial information and services, ensuring alignment with Hoople's SLA standards.Key Responsibilities:Building strong relationships with budget holders, finance...


  • Hereford, Herefordshire, United Kingdom Getting In Limited Full time

    Are you interested in a career in finance?Job Description:We are seeking an enthusiastic and detail-oriented individual to join our team as a Finance Apprentice.You will be responsible for managing daily banking information, allocating customer payments, and reconciling intercompany invoices.Additionally, you will assist with new maintenance contracts,...


  • Hereford, Herefordshire, United Kingdom Mitchells & Butlers Leisure Retail Limited Full time

    Career OpportunitiesWe are looking for a Part Time Kitchen Assistant to join our team at Miller & Carter - Hereford. This is a great opportunity to develop your skills and knowledge in a fast-paced kitchen environment.About the RoleThis is a part-time opportunity working up to 20 hours per week. You will be responsible for setting up the kitchen ready for...


  • Hereford, Herefordshire, United Kingdom Herefordshire and Worcestershire Health and Care NHS Trust Full time

    Are you passionate about delivering exceptional care to patients and staff? Do you have a strong background in cleaning or a related field? We are seeking a highly skilled Healthcare Services Assistant to join our team at Herefordshire and Worcestershire Health and Care NHS Trust.As a Healthcare Services Assistant, you will play a critical role in...