Financial Support Specialist

4 weeks ago


Finchampstead, Wokingham, United Kingdom IN2 Consult Full time
Job Title: Accounts Assistant

We are seeking a highly organized and detail-oriented Accounts Assistant to join our team at IN2 Consult. As an Accounts Assistant, you will play a crucial role in supporting the growth of our business by providing administrative support and data entry services.

Key Responsibilities:
  • Enter and manage client data across various platforms
  • Support administrators by obtaining quotations for advisers
  • Prepare client information ahead of presentations
  • Analyze and present data using Microsoft Excel and other Microsoft programs
  • Ensure attention to detail in all aspects of work
  • Communicate effectively, both verbally and in writing
  • Plan and prioritize tasks with excellent organizational skills
  • Take proactive ownership of workload and maintain a flexible attitude
Qualifications:
  • GCSE or equivalent required
  • Higher education is desirable but not essential
Benefits:
  • Company events
  • Company pension
  • Life insurance
  • Private medical insurance
Schedule:
  • 8-hour shifts - Monday to Friday

This role offers a fantastic opportunity to grow in a professional, supportive, and dynamic environment while contributing to the success of the firm.


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