Finance Administrator

Your new company
Hays are recruiting for a Finance Administrator to join a growing start-up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.
Your new role

• Supporting income accuracy and financial control across the wider business


• Completing income reconciliation for adviser and client revenue, ensuring accuracy and completeness


• Investigating income discrepancies and liaising with providers to resolve issues


• Working closely with internal stakeholders and external providers


• Helping to maintain smooth revenue processes and accurate adviser remuneration


• Contributing to strong governance, reporting and audit standards


• Supporting the integration of newly acquired businesses into existing finance processes


• Working with back-office systems such as Intelliflo, or comparable platforms, to maintain accurate financial and client data

• Experience within finance administration, ideally in an IFA or wealth management environment


• Proven experience carrying out income reconciliation, preferably using Intelliflo, Xplan, Prestwood, or a similar back-office system


• Hands-on involvement in income reconciliation, investigation of discrepancies, and provider liaison


• Confidence analysing financial data and resolving reconciliation issues


• Strong Excel skills


• High attention to detail and accuracy


• The ability to manage multiple priorities and deadlines


• An open-minded and adaptable approach, comfortable working in a fast-paced start-up environment where processes may change


• Clear communication skills to collaborate effectively with advisers, operations teams, providers and finance colleagues

• A competitive salary of £30,0000 and benefits package


• The opportunity to play a key role in shaping and improving processes and controls


• Strong visibility across the wider organisation


• Long-term career progression within a growing financial services group

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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