Role at a glance
Every conversation is confidential, and we will always confirm with you that it is okay before your details are shared with any firm.
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Finance Assistant
A Finance Assistant role in the Norwich office of a UK financial advice firm, supporting transactional finance, reconciliations and month-end work.
About this role
IFA Talent is recruiting a Finance Assistant for a growing UK financial advice firm. The firm is not named on this page. You will support the finance and accounting function by carrying out transactional and routine financial tasks, helping to keep records accurate, compliant and up to date so the team can deliver timely reporting and analysis.
You will work closely with senior finance staff, may liaise with external parties, and will help with day-to-day operations, periodic routines such as month-end and audit, and ad hoc tasks. This is a finance role, not a client-support administrator vacancy.
The role is based in Norwich.
Key responsibilities
- Process accounts payable and accounts receivable transactions, including invoices, payments, credit notes and receipts.
- Enter and reconcile data in the accounting system, and carry out bank reconciliations.
- Help with month-end and year-end closing procedures.
- Support the preparation of management accounts and financial reports.
- Assist with budgeting and forecasting.
- Liaise with suppliers, clients, creditors or debtors.
- Work in line with internal financial controls and company policies.
- Help with audit preparation, including gathering documents and supporting schedules.
- Keep accurate electronic and paper filing of invoices, contracts and receipts.
- Support ad hoc financial tasks and projects as required, and commit to personal development.
Who it may suit
The description asks for the following skills and knowledge.
- Strong attention to detail.
- Effective time management and prioritisation, with the ability to work well under pressure and meet deadlines.
- A cooperative, effective approach to teamwork.
- The ability to build and maintain positive relationships internally and externally, and to treat others with respect, remaining approachable and friendly.
- A proactive, engaged approach.
- Proficiency in Microsoft Office, particularly Excel, and online platforms.
- A willingness to learn and develop skills in finance, and to adapt when priorities change.
Desirable, but not essential
- Experience of using Intelligent Office.
- Experience with Xero accounting software.
- A strong team-oriented mindset and a wish to contribute to the development of others.
How to apply, and what happens next
IFA Talent is recruiting for this role. Apply through our contact form with a short voice note (up to three minutes), a CV, a typed message, or a mix of these. You do not have to rewrite a CV if a voice note or a short message is easier.
We will review what you send and reply to arrange a time to talk, checking your details with you. Every conversation is confidential. We will always confirm with you that it is okay before your details are shared with any firm. You can also read our privacy notice.
Questions candidates often ask
Where is the role based?
The description lists the Norwich office only.
Is this a client support role?
No. This is a finance and accounting support role, working with senior finance staff on transactional work, reconciliations and reporting.
Who is the employer?
This role is with a growing UK financial advice firm. The firm is not named on this page. IFA Talent is recruiting for the role, and we will only share your details with the firm once you have told us that it is okay.
How do I apply, and what happens next?
Use the contact form to send a voice note, a CV or a short message, or a mix of these. We review what you send, reply to arrange a time to talk, and check your details with you. Your details are not shared with any firm until you have said that it is okay.