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 with in 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