Job Description

Post Title: Finance and Support Administrator

Department: Finance Section: Member Finance and Support

Reporting to: Member Finance and Support Manager

Location: Head Office based in Horsham, with some travel throughout the UK

Hours: 35 hours per week - Monday to Friday 9:00 AM to 5:00 PM.

In Partnership is one of the UK's leading financial advice networks. From compliance to finance and business support, we assist our network in moving their business forward. In Partnership is proud that our advisers can provide a whole-of-market service to make the best product match for their clients.

Our Purpose:

"We deliver high quality support to our staff, advisors, clients, and business partners to achieve good outcomes in all areas of the business and to meet regulatory requirements of the FCA"

Our Values

: "Integrity, Professionalism, Consumer Focus, Partnership

Main Function of Role:

To process and reconcile provider statements and carry out general office duties.

This job description is designed to outline a range of main duties that may be encountered. It is not designed to be an exhaustive list of tasks and may be varied in order to reflect changes in the role, organisation or legislation.

Main Duties and Responsibilities:

1. To print daily bank statements.

2. To process EDI's, SED and manual statements.

3. To perform daily Revenue run.

4. To handle member telephone and email Revenue queries without supervision.

5. To record all daily statements received onto statement control.

6. To scan all provider statements received in post/email etc.

7. To index scanned statements.

8. To process bank provider cheques weekly.

Core Responsibilities:

1. To promote and always work towards In Partnership's policy of delivery of Client Best Interest outcomes.

2. To assist the wider team and business with your knowledge on an ad hoc basis where business needs require.

3. To always ensure adherence to the In Partnership suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy.

4. To take responsibility for own performance and to identify personal development areas.

5. Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.

6. Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of our focus in all work we do.

7. To maintain continual professional development and skills.

8. To ensure adherence at all times to the principles of data protection and to the OPGL policies on such matters.

Skills / Qualifications

Strong attention to detail and an aptitude for numbers is key
Good keyboard skills with confidence in Word, Excel, and Database applications

Good communication skills

Up to date knowledge of financial services providers and products would be useful

Good all-round education, including Maths and English GCSE.

Person Specification

Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.

Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.

Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.

Maintain high standards of personal accountability.

Willingness to undertake training and progress personal development.

A confident individual possessing a sound systematic and methodical approach to work while under pressure is essential.

The ability to communicate at all levels, in person and in all media types, sensitively and effectively.

Customer focused, understanding the views and needs of others.

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As a requirement of the Financial Conduct Authority's (FCA) Certification Regime, In-Partnership will carry out a pre-employment process to include pre-employment referencing, credit, and background (additional checks and information may be required for those at SMF). Information obtained during this process, and all subsequent data is deemed special category sensitive personal data and will be collected, processed and stored in line with the FCA's SMCR record keeping requirements.

In addition, In Partnership is committed to non-discrimination across the board, and in line with the Rehabilitation of Offenders Act (ROA) 1974.

We reserve the right to withdraw any offer of employment if relevant information during the pre-employment check process is omitted.

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Job Types: Full-time, Permanent

Pay: 23,500.00 per year

Benefits:

Company pension Life insurance Private medical insurance Sick pay
Application question(s):

Do you have good experience in Word and Excel?
Education:

GCSE or equivalent (preferred)
Experience:

Financial : 1 year (preferred)
Language:

English (required)
Work authorisation:

United Kingdom (required)
Work Location: In person