Financial Services Administrator

Casfin; Grantham; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a dynamic team at a forward-thinking financial advisory firm as a Financial Services Administrator. This role is pivotal in supporting clients' financial goals through meticulous record-keeping and compliance with industry regulations. You'll leverage your accounting knowledge to prepare essential financial statements and ensure accuracy in financial reporting. Enjoy a friendly working environment that promotes a strong work-life balance and offers opportunities for career advancement. If you're detail-oriented and passionate about finance, this is the perfect opportunity to grow your career in a supportive setting.

Benefits

Strong work-life balance

Friendly working environment

Career advancement opportunities

Qualifications

• Strong knowledge of accounting principles and compliance regulations.
• Proficient in data gathering and report writing.

Responsibilities

• Maintain accurate records of invoices, tax payments, and reimbursements.
• Prepare income statements, balance sheets, and budgets.

Skills

Detail-oriented

Strong work ethic

Knowledge of accounting principles

Data gathering

Report writing

Account reconciliation

Proficiency in accounting software

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Related field degree

Tools

Modern accounting software

Job description

Financial Services Administrator Jobs in Lincolnshire

Welcome to Castlegate.
A growing team of financial planners serving Lincolnshire.

Join us as a financial services administrator here in Lincolnshire

Are you interested in helping people in Lincolnshire to achieve their financial goals? At Castlegate, we are constantly on the lookout for competent financial services administrators to support the lifeblood of our business – providing excellent financial advice to clients.

We are looking for people with a keen eye for detail and a strong work ethic. You have a strong knowledge of accounting principles and an ability to work well with compliance and industry regulations. You should be competent at gathering data and writing clear reports.

Record keeping is vital to the role. So our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. You should be confident with the preparation of income statements, balance sheets and budgets.

We need savvy people who can quickly spot account discrepancies and perform account reconciliations. You should be proficient in using modern accounting software. A bachelor’s degree in accounting, finance or a related field is strongly preferred.

At Castlegate, we place a high value on our team. Therefore, our benefits are attractive such as a strong work-life balance, a friendly working environment and opportunities to further your career.

At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.

This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.

I enjoy the variety of tasks I get to be involved with in my role within the Castlegate Pension Administration department. Every day is different and there is always an opportunity to learn something new.

I am grateful to have such great relationships with my colleagues, who are always happy to share their knowledge and support. One of the highlights of the role is the flexibility in how we manage our workload, allowing me to organise my tasks in a manner which suits me.

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

If you are looking for a financial adviser in Grantham, Manthorpe or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.