Accounts Assistant

Succession Wealth; Plymouth; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading financial services company based in Plymouth is looking for a detail-oriented Accounts Assistant to join their Finance team. The role involves managing bank transactions, client payment processing, and maintaining the purchase ledger. The ideal candidate will excel in numerical data interpretation and Microsoft Excel. This position offers a competitive salary and benefits, including generous annual leave and professional development support, in a hybrid working environment.

Benefits

25 days annual leave plus bank holidays

Excellent company pension scheme

Family friendly working arrangements

Company sick pay

Enhanced maternity and paternity pay

Up to 40% discount on Aviva products

£450 towards home office equipment

Group Life Assurance Scheme

Access to health benefits and Employee Assistance Programme

Voluntary flexible benefits

Support for professional exams

Charity days

Company events

Qualifications

• Ability to handle and interpret numerical data accurately.
• Proficiency in the use of Microsoft Excel.
• Understanding of fundamental accounting concepts including double-entry bookkeeping.
• Attention to detail to ensure a high level of accuracy when handling financial data.
• Eagerness to learn and adopt a continuous improvement mindset to improve efficiencies in processes.

Responsibilities

• Record bank transactions in the ledger and reconcile with bank statements.
• Manage the client payment email inbox ensuring timely responses.
• Handle employee expense claims in accordance with the company’s Expenses Policy.
• Perform reconciliations to support accurate financial reporting.
• Process supplier invoices and maintain the purchase ledger.
• Provide assistance to the wider Finance team as required.

Skills

Numerical data interpretation

Microsoft Excel proficiency

Attention to detail

Continuous improvement mindset

Understanding of double-entry bookkeeping

Job description

Hybrid working - home working blended with office working from Succession Plymouth

We are Succession Wealth, from “start‑up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Our commitment to delivering excellent client outcomes is at our core and is what our reputation is built on, our continued planned growth will allow a larger and more diverse client base to benefit from our outstanding service.

The role

We are seeking a detail‑oriented Accounts Assistant to join our Finance team. This role is key to ensuring accurate financial records and smooth operational processes. You will be responsible for bank postings and reconciliations, managing the client payment inbox, maintaining the purchase ledger, processing expenses, and providing ad‑hoc support to the wider Finance team.

Key Responsibilities

• Bank Transactions & Reconciliation: Record bank transactions in the ledger and reconcile with bank statements within agreed deadlines. Maintain high accuracy and identify opportunities for automation using tools such as Zone Reconcile.
• Client Payment Inbox: Manage the client payment email inbox, ensuring timely responses and accurate payment processing in line with financial control frameworks and service level agreements (SLAs).
• Expense Processing: Handle employee expense claims in accordance with the company’s Expenses Policy.
• Reconciliations: Perform reconciliations as needed to support accurate financial reporting.
• Purchase Ledger Maintenance: Process supplier invoices, maintain the purchase ledger, and respond to supplier queries.
• Ad Hoc Support: Provide assistance to the wider Finance team as required.

To be successful in the role you will need

• Ability to handle and interpret numerical data accurately.
• Proficiency in the use of Microsoft Excel.
• Understanding of fundamental accounting concepts including double‑entry bookkeeping.
• Attention to detail to ensure a high level of accuracy when handling financial data.
• Eagerness to learn and adopt a continuous improvement mindset to improve efficiencies in processes.

What You Can Expect From Us

Competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 × salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events.

Support in achieving your career goals

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

We do not accept unsolicited CV submissions from agencies, any such will be accepted as a direct application from the candidate.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.