Job Description

About us

InvestAcc Pension Administration Limited is part of the InvestAcc Group, trading since 1992, the company has built an enviable reputation as a niche Pension Provider in the Self Invested Pensions market, managing pension assets in excess of 5 billion for over 14,000 scheme members.

The role requires excellent attention to detail and numerical skills.

Finance Officer Role

The duties will evolve with the growth of the business and will include

Responsibilities

Management of Scheme Fees

Management of Monthly Account reporting

Management of Tax Relief

Reporting for Audit

Compensation Support

Assistance with Payment authorisations

Key Tasks

Adviser Invoicing on SAGE

Pooled Account Settlement

Prepare SIPP WIP and Debtors for Monthly Accounts

Prepare SSAS Monthly Debtors

Produce SSAS Active D/D Report

106 Draft for Auditors

105 Claim and Receipt

Check Tax Relief is processed in an accurate and timely manner

Scheme Fee submission and queries

Bank Reconciliation - Mr Metro, PAYE, Tax relief and Fees

Preparation of Monthly Meeting Balances

Liaise with Auditors to assist for Minerva Audit

Liaise with Enhance to assist with Bank Reconciliation Checks

Complaint/Compliance Compensation Submission

This is a fantastic opportunity to join and grow with a successful, ambitious Company.

Qualifications

We require the individual to have strong people and communication skills, IT literacy, be organized and motivated with leadership abilities.

The successful candidate will have AAT Level 4 or equivalent qualifications.

If you are passionate about finance and looking to contribute to a dynamic team while advancing your career, we encourage you to apply.

Job Types: Full-time, Permanent

Pay: 26,000.00-30,000.00 per year

Benefits:

Additional leave Casual dress Company events Company pension Free parking Life insurance On-site parking Sick pay
Work Location: In person