Job Information

Our client a fim of FInancial Advisers requires a Finance Administrator to Support the FInance Director.

sors requires a Finances

The duties are:

� To provide support to the finance Director with regards to e-revenue reconciliation using Iress�s Adviser Office (AO)
� To assist in month end processes
� To support the management and administration team by providing reports from AO
� To reconcile aged debt on a monthly basis
� To assist in managing our document management system - Virtual Cabinet - structure
� To process employee expenses claims
� To update the equipment inventory list
� To update the financial promotions register
� Other tasks as and when the need arises

Education/skills profile



� Educated to at least A level standard or equivalent
� Experience of Iress Adviser Office including e-revenue and month end procedures is desirable
� Must have previous experience of working within an IFA practice
� Experience of Lindenhouse Virtual Cabinet is desirable
� Must have excellent customer-care skills
� Will need a sound knowledge of Microsoft Office applications including Excel.
� Must have an excellent command of English and Maths
� Must be organised, able to work under own initiative, and to undertake a variety of tasks by prioritising work effectively
� Must be willing to undertake continuing professional development (CII / CIMA)