Overview

Finance Assistant

Location: Farnborough

Salary: £21,000

Working hours: Monday to Friday 09:00 to 17:30 with flexibility to work different hours and weekends as and when needed. Bank Holidays on a rota basis.

My client based in Farnborough is looking for a Finance Assistant to come on board and join their team. They are looking for an enthusiastic and organised problem solver who works well in a team. This is an interesting and varied role and you will quite often be the ‘go to’ person. This is a great opportunity for someone to grow their skillset, while working with and support some of our Management Teams and service providers.

 

Duties:

Ensuring you provide the best possible level of service, both to members and to the wider teams.

Providing weekly updates to our finance partners.

Dealing with the transfer and rejection of finance products.

Chasing open queries with relevant departments and keeping communication with members up to date.

Be available, visible, and able to answer any questions.

Ensure processes and procedures are up to date.

Dealing with Member and internal escalations ensuring all contact channels are updated.

Onboarding new Special Accounts through the correct due diligence process.

Daily management of accounts and assisting with all queries relating to both new and existing account holders.

 

Person Specification:

Some knowledge in investments (ideally stocks and shares ISAs)

A clear communicator able to use diplomacy and sensitivity wherever needed

A problem solver who can assess a situation and identify possible solutions

A confident, approachable people person

Someone who cares and is passionate about what they are doing every day!

Knowledge of working with Microsoft applications Excel, Word, PowerPoint

Used to working in a service level environment that involves multi-tasking and prioritisation of tasks

Ability to be flexible with your hours

A positive approach to learning

 

Benefits:

Free tea, coffee and fruit

Workplace pension scheme

25 days annual leave (plus bank holidays)

Westfield Health cash plan

Westfield surgery plan after 3 years’ service

Westfield Rewards (receive discounts at over 600 retailers)

A birthday lie-in

Cycle to work scheme

Training opportunities to further develop your career