Accounting and Financial Services Assistant
4 days ago
We are seeking a skilled Accounting and Financial Services Assistant to join our team at AJ Bell Management Limited. As a Pension Scheme Accounts Administrator, you will be responsible for reconciling transactions and preparing year-end account statements. This role involves collaboration with investment providers and internal teams for necessary information.
Duties include:
- Year-end account statement preparation
- Client services external payment authorisation
- Transaction input and reconciliation from bank statements onto database or excel spreadsheet
- Liaison with Platinum administration teams
- Liaison with external investment providers
The ideal candidate will have a minimum of 5 GCSEs grades A*-C (or equivalent) including Math and English. Previous office experience is advantageous but not essential. We also require:
- Exceptional planning, organisation and time management skills
- Strong written and verbal communication skills
- Good mathematical skills
- Meticulous attention to detail
AJ Bell offers a competitive salary of £22,000 per annum, plus benefits such as a 25-day holiday entitlement increasing up to 30 days with service, casual dress code, discretionary bi-annual bonus, contributory pension scheme, buy as you earn share scheme, enhanced maternity/paternity scheme from day one, bike loan, season ticket loan portal, discounted PMI and Dental, on-site gym and personal trainer led classes, free social events and more.
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