Finance Officer: Client Funds & Reporting (Hybrid)

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

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.