Due to the continued growth an established Independent Financial Advice firm, Integrity365, is looking to recruit a Finance Assistant on a part-time basis.

The business offers this part-time role with flexible on timing within office hours. Ideally, this would be undertaken over 4 days within the working week at our Doynton (Bristol) or High Wycombe office location, with a potential for hybrid working and additional locations considered for the right candidate.

Responsibilities Include:

• Monthly reconciliation of provider payments onto Intelliflo CRM System (IO).

• Raising invoices for services across a wide variety of clients

• Regular review of aged debtors and creditors, invoices on hold

• Working with the Financial Manager to ensure accounts and FCI statements remain up to date.

• Maintain excellent day to day working relationships with the bank.

• Support financial and business reporting across the organisation.

• Monitor bank statements for payments in and out on a daily basis, recording appropriately, and ensuring all costs and purchase invoices are allocated correctly.

Requirements

You will possess:

• Have at least 3 years experience of working within a similar role within accounting working with reconciliations and invoicing.

• Excellent communication and IT skills

• Knowledge of Intelliflo (IO) would be advantageous.

• Experience in carrying out financial duties in a small/medium business

• High level of competence in using the following MS Office products - MS Word, Excel, Outlook, and MS Teams

• Experience in using CRM, accounting software, and online banking systems. Full training in the systems we use will be provided.

• Self-sufficient, hands-on attitude and ability to work to own initiative.

Benefits

What’s on Offer?

• Competitive Remuneration Package

• Part-time contract

• Flexi-working within core business hours of 9am - 5pm.

• Potential Hybrid Working

• Company Pension

• Full Benefits Package

Job Types:

• Part-Time

Experience:

• Accounting: 3 years (preferred)