Finance Assistant

IPS Finance; Morley; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services provider is seeking a proactive Finance Assistant in Morley to manage financial processes and support the financial management of client matters. Candidates should have prior financial administration experience, strong numerical skills, and advanced Excel proficiency. Benefits include flexible working options, enhanced family-friendly benefits, and generous holiday allowance.

Benefits

Flexible/Hybrid working options

Enhanced family-friendly benefits

Generous holiday allowance

Pension and life assurance schemes

Private medical insurance

Qualifications

• Prior experience in a financial administration role.
• Strong numerical skills and financial discipline.
• Advanced proficiency in Microsoft Excel.

Responsibilities

• Manage and streamline financial processes.
• Maintain accurate schedules and documentation.
• Support colleagues with financial reporting and analysis.
• Liaise with stakeholders to resolve billing queries.
• Ensure compliance with financial regulations.

Skills

Strong numerical skills

Advanced proficiency in Microsoft Excel

Exceptional organisational skills

Strong problem-solving ability

Effective communication

Job description

Overview

Our client is recruiting for a proactive and detail-focused Finance Assistant to provide vital support by managing day-to-day financial processes and ensuring smooth operations across the team.

They are a collaborative and people-focused organisation with offices across several UK cities. Their reputation is built on delivering a high standard of professional services while maintaining an approachable and supportive culture. They value teamwork, integrity, and innovation, and are committed to creating an environment where everyone can thrive.

This client actively promotes work-life balance and wellbeing. Alongside a competitive salary, other benefits include:

• Flexible/Hybrid working options
• Enhanced family-friendly benefits
• Generous holiday allowance with the option to purchase additional leave
• Pension and life assurance schemes
• Group income protection
• Employee assistance and wellness initiatives
• Private medical insurance

Responsibilities

As a Financial Administrator, you will play a key role in supporting the financial management of client matters and ensuring processes are efficient, accurate, and compliant with best practices. You will work closely with colleagues and senior management to contribute to the wider financial strategy.

Key Responsibilities of Finance Assistant:

• Manage and streamline financial processes including billing, payments, and account management
• Maintain accurate schedules, records, and financial documentation
• Support colleagues and leadership teams with financial reporting and analysis
• Liaise with stakeholders to resolve billing queries and ensure smooth client account management
• Provide regular updates and progress reports to senior staff
• Ensure compliance with financial regulations and maintain confidentiality
• Participate in training and professional development activities

Qualifications

Experience Required

• Prior experience in a financial administration role within a professional environment
• Strong numerical skills and financial discipline
• Advanced proficiency in Microsoft Excel

Skills and Attributes

• Exceptional organisational skills and attention to detail
• Strong problem-solving ability and analytical mindset
• Effective communicator with a collaborative and flexible approach
• Ability to prioritise workload in a busy environment
• Commitment to delivering high-quality support and client care