Accounts Assistant

Accounts Assistant - Perm - up to £24,000

The Role

We are expanding our team to support the growth of our business and maintain our exceptional service. The role involves data entry and administrative support, including adding client information to third-party provider portals and obtaining quotations for advisers. You will assist in preparing for client presentations, ensuring accurate and efficient data handling.

Key Responsibilities:

• Enter and manage client data across various platforms
• Support administrators by obtaining quotations for advisers
• Prepare client information ahead of presentations
• Analyse and present data using Microsoft Excel and other Microsoft programs
• Ensure attention to detail in all aspects of work
• Communicate effectively, both verbally and in writing
• Plan and prioritize tasks with excellent organizational skills
• Take proactive ownership of workload and maintain a flexible attitude

Qualifications:

• GCSE or equivalent required
• Higher education is desirable but not essential

Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance

Schedule:

• 8-hour shifts - Monday to Friday

This role offers a fantastic opportunity to grow in a professional, supportive, and dynamic environment while contributing to the success of the firm.

Accounts Assistant - Perm - up to £24,000