Finance Administrator – No Experience Required

Newcastle upon Tyne



I am delighted to be partnered on a retained basis to a national wealth management company to make a series of key appointments across the UK. This is an exciting opportunity to work for a high reputation business who are offering an exceptional package alongside excellent opportunities for career progression.


The successful candidate will provide support and assistance to the Group Remuneration Manager and Group Financial Controller in processing data, reconciling bank accounts and generating reporting information.

No experience required although the successful application will have excellent knowledge of excel.


Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: -

  • Process daily statements reconciling bank accounts
  • Responsible for daily input of receipts on excel spreadsheet ledgers
  • Recording of bank receipts daily
  • Calculate and invoice Adviser charges for the Group
  • Complete all month end reporting and analysis for the Group Remuneration Manager
  • Produce reporting to complete figures for Sage
  • Ensuring that security is maintained within the systems and authorisation levels
  • Data entry
  • Produce VAT reports
  • Back office support
  • Carrying out any other ad hoc duties or projects
  • Comply with all company and industry guidelines, rules and regulations


Experience and key requirements:

The role requires a reliable individual who can manage and prioritise workloads under time sensitive deadlines. ;-

  • Experience working in a Financial Advice firm is advantageous but not essential
  • Excellent knowledge of Excel
  • Role holders will be motivated, friendly and professional at all times
  • Outstanding communication skills at all levels
  • Analytical and problem-solving skills
  • Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams and Zoom
  • Flexibility/ adaptability to cope with change


Location: Newcastle upon Tyne (NE13)

Hours: Full time 9.00am – 5.00pm Monday – Friday

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Eyecare, Pension and Life Assurance, Holiday Purchase Scheme

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