Finance Administrator (12 Month FTC)

The purpose of this role is to ensure the timely matching and reconciliation of provider statements to cash, utilising the reconciliations to arrange payments to Partners. You will be responsible for researching Partner queries, identify missing fees and commission, and resolving matters with Providers. Attention to detail is vital in this role as the data reconciled will ultimately drive the payments to our Partners each month.

Location Cirencester Hours Full time Type Fixed Term Contract Department Finance Closing Date 06/08/2021

What you’ll be doing:

  • Matching and reconciliation of procuration statements to cash and expectations.
  • Creation of Partner payments based on data feeds from Intelligent Office.
  • The investigation, research and resolution of Partner and provider enquiries.
  • Build and maintain strong relationships with Advisers.
  • Inputting vital data for Regulatory returns.
  • Assist in the preparation of supplier payments for authorisation.
  • Assist with the collation of management information and relevant control documentation.
  • Assist the Financial Accounting team in ad-hoc financial preparation as required.
  • Who we’re looking for:

  • Strong problem-solving skills to reconcile variances between cash and provider statements and investigate the differences with the provider.
  • Fantastic interpersonal skills to help resolve both Partner or Provider queries and communicate with Advisers.
  • Ability to reconcile financial data from providers received in a variety of formats. 
  • Able to follow procedures to identify the Partner payments and arrange for appropriate financial approval.
  • Required Technical Knowledge:

  • Experience of the Financial Services sector would be highly beneficial.
  • You will need to be able to differentiate the class of financial product. i.e. between investment and insurance products.
  • Some financial accounting knowledge/experience would be desirable.
  • Experience of reconciling commission statements, ideally with experience of using Intelligent Office.
  • Thank you for taking an interest in a career with St. James’s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation. 

    Flexible Working

    Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria, or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

    We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation!

    Why work for us?

    Our Rewards

    In joining us we aim to give peace of mind for you and your loved one’s futures. In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including:

  • Non-Contributory Pension – 10% (increasing with length of service) with further pension matching
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness. 
  • Share schemes that enable all employees to have a stake in SJP 
  • Best in class terms and conditions including flexible working and 6 months paid maternity and paternity leave. 
  • Private Medical and Dental Insurance
  • 28 days holiday entitlement increasing with length of service (with the option to buy an additional up to 5 days 
  • Cycle to work scheme 
  • Employee Volunteering
  • Our Culture

    St. James’s Place has a long tradition of community support and looking to do the right thing. As a business in 2019 we gave 4.4% of our profit before tax to community activities and the Tortoise Responsibility100 Index (January 2020) showed us to be the second most generous FTSE100 company by community investment for very £1,000 earned. Over 96% of our group employees are involved in supporting our communities and good causes. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 6th largest UK corporate foundation. Through the matching St. James’s Place gives on all donations our Charitable Foundation distributed over £12m in 2019.

    We are proud of our inclusive culture, a space for everyone to be their authentic self, no compromises. We are active members of:

    LGBT Great

    30% Club

    The Diversity Project

    Disability Confident

    Find out more:

    Our Awards

    We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards:

    ‘Wealth Management Company of the Year’​ at the City of London Wealth Management Awards 2020

    ‘Best Benefits Launch’ award, awarded by Reward Gateway 2019

    ‘Best Wealth Manager Growth Portfolio’​ at the Wealth Advisor Awards for 2019

    ‘Championing LGBTQ Inclusion’ Financial

    advisor diversity in finance award 2020

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