Finance Assistant - Mortgage Brokerage Support

KFS Recruitment; Essex; On-site; GBP 24,000 - 30,000; Full time

Job summary

KFS Recruitment is seeking a Finance Assistant in Basildon to support the Finance and Operations Teams within a busy mortgage brokerage. You will manage inboxes, handle day-to-day admin and financial tasks, reconcile invoices and expenses in our CRM, and assist with accounts receivable and payment reconciliations, helping the team maintain smooth financial operations.

Ideal candidates will be highly organised, customer-focused, proficient in Microsoft Office and Sage Accounting, and able to work

Qualifications

• Strong organisational and communication skills with attention to detail.
• Motivated and well organised.
• Proficient in Microsoft Office; Sage Accounting experience a plus.
• Excellent customer service and team player mindset.

Responsibilities

• Manage email inboxes, respond to queries, and route tasks to the right team.
• Provide day-to-day admin and financial support to the Finance Team.
• Reconcile invoices and expenses, allocating on our CRM.
• Manage accounts receivable.
• Assist with daily payment reconciliation and outstanding balances; support insurance team as needed.

Skills

Organisation

Communication

Attention to detail

Customer service

Team player

Tools

Microsoft Office

Sage Accounting

Job description

KFS Recruitment is seeking a Finance Assistant in Basildon to support the Finance and Operations Teams within a busy mortgage brokerage. You will manage inboxes, handle day-to-day admin and financial tasks, reconcile invoices and expenses in our CRM, and assist with accounts receivable and payment reconciliations, helping the team maintain smooth financial operations.

Ideal candidates will be highly organised, customer-focused, proficient in Microsoft Office and Sage Accounting, and able to work