Financial Administrator

2 weeks ago

Birmingham, United Kingdom Elevation Wealth Management Ltd Full time

Elevation Wealth Management are a fast-growing, privately owned practice providing corporate and private individuals with clear, independent financial advice. Due to on-going business expansion we are now looking to add to our Finance Team a new team member to manage all aspects of Finance Administration.

Playing a vital role within a small, friendly finance team of 3, you will be responsible for managing the day to day administration of all finance related tasks; including invoicing, bank reconciliations and supporting the team of Financial Advisers with queries. The position would be a great opportunity for an experienced Finance Administrator, someone with a passion for detail and capable of working to deadlines. We can offer a welcoming and supportive environment, a sociable company able to offer future internal development opportunities.

Key responsibilities will include:

- Invoice processing and reconciliations
- Assisting with the production of Weekly, Monthly, Quarterly and Annual Management Information
- Inputting data into the accounting software (Sage 50/Intelligent Office)
- Prepare Quarterly VAT Returns
- Processing authorised payments to creditors
- Reporting on Purchase Ledger
- Chase and Reconcile Expenses
- Maintain Asset Register
- Weekly forecast and reporting of cashflow
- Organise and order office supplies

Our ideal applicant will be an experienced Finance Assistant/Administrator. Previous experience of carrying out a finance role within another IFA would ideal although not essential. The position will be office based, Monday - Friday 9am - 5pm in the Castle Vale region of Birmingham.

In return for the contribution you make to the team you will benefit from a host of company benefits from a generous bonus scheme, training and support opportunities, your birthday off work, life assurance offering 4 x basic salary, dress-down Fridays and the opportunity to join a variety of social events.

**Job Types**: Full-time, Permanent

Pay: £24,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

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