Hybrid Accounts Assistant: Detail‑Oriented Finance Support

Succession Wealth; Plymouth; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

A leading financial services company based in Plymouth is looking for a detail-oriented Accounts Assistant to join their Finance team. The role involves managing bank transactions, client payment processing, and maintaining the purchase ledger. The ideal candidate will excel in numerical data interpretation and Microsoft Excel. This position offers a competitive salary and benefits, including generous annual leave and professional development support, in a hybrid working environment.

Benefits

25 days annual leave plus bank holidays

Excellent company pension scheme

Family friendly working arrangements

Company sick pay

Enhanced maternity and paternity pay

Up to 40% discount on Aviva products

£450 towards home office equipment

Group Life Assurance Scheme

Access to health benefits and Employee Assistance Programme

Voluntary flexible benefits

Support for professional exams

Charity days

Company events

Qualifications

• Ability to handle and interpret numerical data accurately.
• Proficiency in the use of Microsoft Excel.
• Understanding of fundamental accounting concepts including double-entry bookkeeping.
• Attention to detail to ensure a high level of accuracy when handling financial data.
• Eagerness to learn and adopt a continuous improvement mindset to improve efficiencies in processes.

Responsibilities

• Record bank transactions in the ledger and reconcile with bank statements.
• Manage the client payment email inbox ensuring timely responses.
• Handle employee expense claims in accordance with the company’s Expenses Policy.
• Perform reconciliations to support accurate financial reporting.
• Process supplier invoices and maintain the purchase ledger.
• Provide assistance to the wider Finance team as required.

Skills

Numerical data interpretation

Microsoft Excel proficiency

Attention to detail

Continuous improvement mindset

Understanding of double-entry bookkeeping

Job description

A leading financial services company based in Plymouth is looking for a detail-oriented Accounts Assistant to join their Finance team. The role involves managing bank transactions, client payment processing, and maintaining the purchase ledger. The ideal candidate will excel in numerical data interpretation and Microsoft Excel. This position offers a competitive salary and benefits, including generous annual leave and professional development support, in a hybrid working environment.