Financial Services Administrator

1 month ago


Horsham, West Sussex, United Kingdom Schroders Recruitment Full time
Job Description

We are seeking an experienced Financial Services Administrator to join our team at Schroders Recruitment. This role will be based in the UK and will involve working with high-quality advisers who empower families to secure solutions that meet their needs and aspirations.

The successful candidate will have proficient computer skills, particularly in bookkeeping software such as Xero. They will also have familiarity with basic accounting principles and proficiency in MS Excel, including skills to utilise VLOOKUP, SUMIFS, and Pivot tables.

Key Responsibilities:

  • Handle bank statement imports and reconciliations.
  • Manage sales ledger credit control and address related queries.
  • Onboard new vendors, including bank account verification calls.
  • Generate payment and BACS files for the bank.
  • Process employee expenses and credit card transactions, including reconciliation and ledger entries.
  • Support post-acquisition novation of suppliers and other components.
  • Perform ad-hoc reporting, reconciliation, archiving, and administrative tasks to support the accounting team.
  • Assist with audits and the resolution of discrepancies.
  • Conduct batch reconciliations between the Enable CRM system and Xero accounting software.

Necessary Qualifications, Knowledge, and Experience:

  • Proficient computer skills with experience in bookkeeping software, particularly Xero.
  • Familiarity with basic accounting principles.
  • Proficiency in MS Excel, including skills to utilise VLOOKUP, SUMIFS, and Pivot tables.
  • Experience in the financial services industry is advantageous.

Estimated Salary: £28,000 - £32,000 per annum.



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