Finance Officer

BCM Global; Ipswich; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services provider in Ipswich is looking for a Finance Officer to support the Operational Finance function. You will be responsible for processing client funds, preparing financial reports, and managing client queries. The ideal candidate will be AAT qualified or part qualified, with strong reconciliation and Excel skills. This position offers a competitive salary, hybrid working, and excellent benefits including a comprehensive pension and wellbeing days.

Benefits

Competitive salary and discretionary annual bonus

Comprehensive pension and private healthcare

25 days holiday plus wellbeing and volunteering days

Cycle to work scheme and free refreshments

Employee referral programme and recognition scheme

Supportive work culture with social events

Qualifications

• AAT qualified or part qualified.
• Experience in accounting or cashiering.
• Financial services experience is a plus.

Responsibilities

• Process client funds, including ledger postings, payments, and reconciliations.
• Prepare robust monthly, quarterly, and ad-hoc financial reports.
• Respond to client queries and support audits.
• Manage cash sweeps and prepare client billing reports.
• Reconcile bank accounts and suspense accounts daily.

Skills

Accounting experience

Strong reconciliation skills

Excellent communication skills

High attention to detail

Customer service skills

Strong Excel skills

Education

AAT qualification

Job description

You will support the Operational Finance function with a variety of essential finance activities, including ledger postings, payments, reconciliations, financial reporting, and client support. You'll also play an active part in improving processes, managing client cash movements, and assisting with audits and regulatory reporting.

BCMGlobal Mortgage Services are seeking a talented Finance Officer to join our Client Finance team based in Ipswich.

Responsibilities

• Process client funds, including ledger postings, payments, and reconciliations.
• Prepare robust monthly, quarterly, and ad hoc financial reports.
• Respond to client queries and support audits.
• Manage cash sweeps and prepare client billing reports.
• Reconcile bank accounts and suspense accounts daily.
• Process transfers, payments, and invoices with accuracy.
• Contribute to internal improvement and change projects.

Qualifications

• AAT qualified or part qualified.
• Experience in accounting or cashiering.
• Strong reconciliation and Excel skills.
• High accuracy and attention to detail.
• Excellent communication and customer service skills.
• Ability to thrive in a dynamic, fast-paced environment.
• Financial services experience is a plus, but not essential.

Benefits

• Competitive salary and discretionary annual bonus.
• Hybrid working.
• Comprehensive pension, life insurance, and private healthcare.
• 25 days holiday (options to purchase more), wellbeing and volunteering days.
• Cycle to work scheme, eye care vouchers, free refreshments, and secure bike facilities.
• Employee referral programme and recognition scheme.
• Friendly, supportive work culture with regular social events.