Assistant Management Accountant - 2plan wealth management

at  Openwork

Swindon SN5 8UB, , United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate25 Jan, 2025GBP 42000 Annual26 Oct, 20242 year(s) or aboveGood communication skillsNoNo
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Description:

THE OPPORTUNITY

The Assistant Accountant plays a key role within the 2plan finance team, helping it to achieve its operational objectives and ensuring that it delivers a high quality and cost effective service.

KEY ACCOUNTABILITIES:

  • To assist the business in processing commission and fee income attributable to financial advisers
  • Allocate income received to business submissions
  • Process income in line with company procedures
  • Investigate un allocated transactions and action where required to allow their allocation
  • Maintain accurate and timely Financial records
  • Maintain a strong control environment
  • Support the preparation of month end reporting
  • Support the Management Accountant and Finance Director with ad hoc analysis where relevant
  • Contribution to the process definition and policy decisions
  • Promote positive customer relationships
  • Demonstrate flexibility by responding to internal customer requests in a positive and timely manner

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Proficient

1

Swindon SN5 8UB, United Kingdom