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Finance Administrator - Farnham

Finance Assistant - 18-20k - Farnham

An exciting opportunity for a Finance Assistant, with 1 to 2 years’ experience in a similar role, to join a growingand fast paced Company in the Financial Services industry.

The Finance Assistant is responsible for the successful client management and effective and complete invoicing of client’s Introducers, in order to manage the expectations of those clients.

Invoices are created from the financial data received by the Data Team from these introducers, on behalf of clients and VAT returns are submitted in compliance with HMRC’s Flat Rate Scheme. Funds are received and managed appropriately between Financial Operations and Accounts, with the whole process communicated to our clients.

Principal Responsibilities


Sales Invoicing

Generate VAT invoices on behalf of our clients (using our bespoke software) and distribute to the relevant Introducers.

Control  fees calculated from FRS invoicing and make available for import into our accounting software.

Monthly payment of client FRS, Travel Claims and Self-Assessment rebates.

Timely collection of all invoices raised

Credit control collection across all company products & liaison with underwriting

Customer Service

To build effective relationships with potential Introducers / Clients and maintain the existing ones, by use of appropriate questioning, clarification and language To communicate courteously with all customers by telephone and email, progressing issues and queries to a successful conclusion at the earliest time

To speak positively and enthusiastically about the company and its products and services to ensure that a professional company and brand image is provided at all times to customers and colleagues

Managing a client portfolio in order to sustain relationships with Introducers and ensure an easy flow of communication between the financial operations team and those of our Introducer clients


To work within a small team to achieve the departmental standards

To work together with other departments to identify any process improvements and improve standards, efficiency and profitability

To provide Financial Operations guidance and assistance to other team members on product solutions


To constantly maintain a good level of understanding and knowledge of Company services and products, ensuring that customer queries can be dealt with accurately and appropriately and supported by the department

To take responsibility for own personal development in line with agreed annual performance objectives

To be willing to listen to and support colleagues and team members with professional problems, devoting time to share your expertise

To uphold and sustain a good knowledge of accountancy and tax in order to keep up to date with changing standards and legislation

Skills, Knowledge & Experience


Experience within an Accountancy environment

Excellent IT skills; advanced Microsoft Excel knowledge and an ability to use complex bespoke systems

Understanding of accountancy and tax rules

Well-developed communication skills, both written and verbal

Clear telephone manner and clear listening skills

Excellent customer focus

Demonstrates drive and positive approach to work and a determination and motivation to achieve targets

Resilient and pro-active

Good time management

Team player with a 'can-do’ attitude

Flexible approach


Experience of working with clients in the Recruitment Agency industry

Knowledge of accountancy practices or part qualification


22 days holiday increasing 1 day per year to a max of 25

Pension Scheme

Healthcare Cash Plan / Perkbox Membership

Support with professional studies

Car Sharing Incentive Scheme

Cycle to Work Scheme

Childcare Voucher Scheme

Hours: 8.30am - 5.30pm with 1 hour for lunch (Mon-Thurs) and 8.30am - 5.00pm with 30 minutes for lunch (Fri)

Please do get in touch with your CV ASAP so as not to miss out on this opportunity. Immediate interviews available for the right candidates.

Due to high response levels only suitable candidates will be contacted back on this occasion but your details will be retained by We Work Recruitment for future job opportunities unless stated otherwise on your application that you do not wish us to hold your details to seek out other suitable roles for you.

Salary: 20k

Posted: Tuesday 14 May 2019

Applicant(s): 0