Finance Officer - Maternity Cover
Smart Recruit Online
Bootle, NW
We have an opportunity to join an experienced Finance Team to assist with the day-to-day management of the group's finances.
The current role holder is going on maternity leave and we are looking for the ideal candidate to be able to shadow her and take over in her absence.
The role is to assist the Senior Finance Officer in ensuring that all aspects of the group's finances are managed in a timely and accurate manner. This role is for a fixed term of 12 months.
The main duties include but are not limited to:
Purchase ledger (Group & subsidiaries)
- Logging, processing and filing supplier invoices & credits in a timely manner
- Payment run processing - end of month
- Posting and monitoring head office petty cash
- Investigating purchase ledger queries
- Liaising with suppliers
- Maintaining the accuracy of supplier details & information
- Processing employee & company expenses
- Assisting with resolving queries & reporting
- Monitoring accounts email inbox
- Producing reports
Sales ledger (Group & subsidiaries)
- Logging, processing and filing supplier invoices & credits in a timely manner
- Raising sales invoices & credits in a timely manner
- Allocating monies received
- Producing and reconciling statement of accounts
- Investigating queries
- Liaising with external contacts
- Producing reports
General ledger (Group & subsidiaries)
- Daily bank reconciliations
- Complete management of credit card system
- Month end reconciliations
- Department analysis reports
Finance Officer | Purchase Ledger | Sales Ledger | General Ledger | Reporting | Sage 50 | Bank Reconciliations | Month End | Payment Run | Data Entry | Invoicing | Data Analysis | FTC
Benefits
Retailer Discount Scheme / Cycle to work Scheme / Employee Assistance Programme / Finance & Wellbeing Assistance Programme / Life Insurance Benefit / Income Protection
Essential Skills
- Minimum of 5 years' working knowledge of Sage 50 accounting software
- Minimum of 5 years' experience in a large volume transactional role
- Impeccable accuracy and attention to detail
- Ability to build good working relationships
- Able to prioritise workload
- Works well in a team
- Ability to work to deadlines
- Excellent time-keeping
Desirable Skills
- Previous experience of working in Health & Social Care or Charity setting
About Company
Expect is a registered, not for profit company, offering a range of social care services in the North West of England and North Wales to vulnerable people. We offer support to people who have Learning Disabilities, Mental Health Issues, Dementia, Autistic Spectrum Disorders, Acquired Brain Injuries, Personality Disorders and other Complex needs.
Finance Administrator
National Health Service
St. Helens, NWFinance Administrator
Fairfield Independent Hospital
The closing date is 05 March 2021
Job overview
An opportunity has arisen within our busy Finance Department for a temporary finance administrator to preferably start immediately. This is a 12 month temporary contract.
Main duties of the job
Interested applicants must have Mathematics and English GSCE or equivalent, experience of working in an office and have good customer service skills. A business administration qualification and/or experience of working in the healthcare sector would be an advantage.
About us
Our priority is to provide excellent patient care through a committed workforce. We offer a benefits package to all employees, which include access to a pension scheme, free car parking, subsidised meals, friends and family discount for private surgical procedures, access to occupational health and physiotherapy.
Job description
Job responsibilities
FAIRFIELD INDEPENDENT HOSPITAL
JOB DESCRIPTION
JOB TITLE:
Finance Administrator
DEPARTMENT:
Business Office
PAY BAND:
B
HOURS:
37.5
CONTRACT:
12 month temporary (immediate start)
RESPONSIBLE TO:
Business Office Manager
ACCOUNTABLE TO:
Business Officer Manager
Job Summary
1. Assist in the performance of the Finance Departments Business Office function.
2. Assist other departments in achieving their targets by producing prompt accurate and reliable financial information.
3. Assist in ensuring that internal controls within the Hospital are enforced, measured and monitored.
Role & Responsibilities
1. Communications 1.1. To be professional, polite and accurate in all communication from Business Office including but not limited to letters, facsimiles, emails and telephone calls. 1.2. Answer telephone calls and handle queries from Hospital patients relating to the working of Business Office. 1.3. Liaise with and form working relationships with staff, both clinical and clerical, within the organisation and with other members of Business Office.
1.4. Liaise with, and form working relationships with insurance companies, suppliers and any third party organisations that affect the running of Business Office. 2. Financial Processing
2.1. Process invoices for Outpatient procedures for private and insured patients from the patient records in the patient management system timely and accurately.
2.2. Process invoices for Radiology procedures for NHS patients from patient records in the patient management system timely and accurately.
2.3. Create and process ledger input documents.
3. Data Processing / Management
3.1. Entry of surgical timings on a daily basis from completed Theatre Record Sheets onto patient records in the Hospital patient management system. 3.2. Entry of prosthesis and theatre consumables information from completed Theatre Records Sheets onto patient records in the Hospital patient management system.
3.3. Entry and processing of Outpatient Appointment procedures for NHS patients from the Outpatient Appointment Outcome forms onto patient records in the Hospital patient management system.
3.4. Entry and processing of Radiology procedures, including MRI, CT and Ultrasounds for NHS patients from the Outpatient Appointment Outcome forms onto patient records in the patient management system.
3.5. Scanning of all relevant documents on to the hospitals shared drive
3.6. Collection and distribution of all post that comes in and out of the department
4. Accounting Procedures 4.1. To learn all facets of a working finance department, including purchase and sales ledgers, payments and receipts, payroll and reporting.
4.2. To assist the Finance Director and the Business Office Manager in the production of reports required in the day-to-day running of the Hospital.
4.3. Document new or revised financial policies and procedures within own work area.
5. Other Duties
Carry out any other reasonable duties commensurate with the role and delegated or requested by the manager, as the needs of the service require. The above list is not exhaustive but reflects main duties of the post. It will be reviewed annually to respond to the changing needs of the service, in consultation with the post holder.
Additional responsibilities
Communication
The post holder will be required to deliver an exceptional service. The post holder will be required to adhere to the organisations standards of customer care and uphold the Hospital values acting with integrity and putting patients first at all times.
Health & Safety
It is the responsibility of all employees to work with managers to achieve a healthy and safe environment, and to take reasonable care of themselves and others. Specific individual responsibilities for Health & Safety will be outlined under key responsibilities for the post.
Infection Control
All staff will adhere to infection control policies and procedures at all times.
Information Governance
As an employee you will have access to information that is sensitive to either an individual or to the organisation and you are reminded that in accordance with the requirements of Information Governance, NHS Code of Confidentiality, Data Protection Act 1998 and also the terms and conditions in your contract of employment, you have a duty to process this information judiciously and lawfully; failure to do so may result in disciplinary action.
Rehabilitation of Offenders Act 1974
This post is subject to an exception order under the provisions of the Rehabilitation of Offenders Act 1974. This stipulates that all previous convictions, including those that are spent must be declared. Previous convictions will not necessarily preclude an individual from employment within the Hospital but must be declared in writing at the appropriate stage during the recruitment process. Equality & Diversity
It is the responsibility of every member of staff to understand our equality and diversity commitments and statutory obligations under current equality legislation including the Disability Discrimination Act 2005, the Equality Act 2006 and the Race Relations (Amendment) Act 2000 and to:
All employees must act in ways that support equality and diversity and recognizes the importance of peoples rights in accordance with legislation, policies, procedures and good practice.
Smoke-free Policy
This Hospital operates a Smoke-free policy. This means that smoking is not permitted anywhere within owned or leased premises, including within their grounds and within owned or leased vehicles.
The job description does not form part of the Contract of Employment.
Person Specification
Other Requirements
Essential
- Willingness to learn
- Good customer service skills
- Aware of the importance of confidentiality
Skills/Ability/Knowledge
Essential
- Numerate and accurate
- Ability to work on own initiative
- Attention to detail and focus on 100% accuracy
Desirable
- Familiarity with iSOFT & i.Patient Manager system
- Business & accounting
- Ability to present information and results clearly and accurately
Experience
Essential
- MS Office packages
- work in an office environment.
- customer facing/services role
- working as part of a team
Desirable
- Work in the healthcare sector
Qualifications
Essential
- Mathematics GSCE or equivalent Pass
- English GCSE or equivalent Pass
Desirable
- Business Administration / AAT Foundation
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Employer details
Employer name
Fairfield Independent Hospital
Address
Fairfield Independent Hospital
Crank Road
Crank
St. Helens
Merseyside
WA11 7RS
Employer's website
Finance Systems Analyst
Weightmans
Liverpool| Role profile: | Role Profile Level 3 |
| PQE: | Not applicable |
| Term: | Fixed term |
| Duration: | 12 months |
| Working hours: | Full-time (Monday to Friday 9.00am to 5.30pm) |
| Division: | Business Services |
| Team: | Technical |
| Location: | Liverpool |
| The Firm | |
Weightmans is a Top 45 law firm with offices throughout the UK. Having been recognised as the leading legal employer at the annual Britain's Top Employers awards 2021 and achieved record rankings in Chambers UK, we are immensely proud of the work we carry out for our clients and the culture we provide to our people. | |
| The Department | |
Our Information Systems team is made up of many teams that work together to support Weightmans' information systems and infrastructure. The teams include: development; operations; project services; and support. | |
| The role | |
This is a fixed term role for 12 months. The Finance Systems Analyst will support the Finance Systems Manager in delivering fit for purpose financial systems and providing high quality support across the firm. Our ideal candidate must have a working knowledge of Elite 3E (or similar Financial Systems). You should also have excellent analytical and financial skills with good attention to detail both personally and for the team, be flexible and adaptable to deal with changing requirements whilst able to balance competing priorities. Main Duties and Responsibilities
This list is not intended to be exhaustive and you will have other duties and responsibilities that fall within the remit of this role. | |
| The person specification | |
Essential
Desirable
| |
| Other Information | |
Please note:
https://www.weightmans.com/about-us/diversity-and-inclusion
| |
Finance Data Analyst
Page Personnel United Kingdom
Liverpool, NW- Support delivery of MI reporting, BI and data analysis
- Manage the financial mailboxes and provide support to the wider team
- Build strong relationships across the business to deliver high level of service
- Provide analytical support and build and maintain reports
- Utilise software such as Power BI to report on data and analysis of this
- Identify trends through data analysis and report to the finance team
- Assist report production for input to the month-end processes.
The successful finance data analyst MUST have the below:
- Proven track record in similar role
- Be a self starter
- Analytical approach
- Strong excel skills
- Experience of using SAP, SAP business objects (advantage)
- Numerical
- Highly organised
Competitive salary up to £30,000 depending on experience
25 days + 8 BH
12 months FTC - Potential for long term**
Working from home - on-boarding and training
Page Personnel are working with a UK leading brand who has seen significant growth over the last 12 months to recruit for a finance data analyst on a 12 months FTC. This is an exciting opportunity for someone to grow their finance career in a fast paced and reputable brand. The role will be based working from home initially due to current market.
Self Employed Financial Adviser
Spicerhaart
Chester, NWWealth Adviser – Financial Advisor, Self-Employed
Just Wealth is part of Spicerhaart: the UK’s largest Independent PropertyGroup.
With our highly successful financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry.
It’s newly established Wealth Division Just Wealthare looking for high calibre qualified Financial Advisors who want to take that next step in their career as Just Wealth Financial Advisors to work within Chester and its surrounding areas.
Our Financial Advisors have responsibility for maintaining great client relationships and supporting them with their wealth planning needs.
They are the lead point of contact for clients and deliver a wide range of services, including:
- Retirement planning
- Pension management
- Investment Advice
- Employee benefit solutions (corporate clients)
- Protection
All of our Wealth Advisors need to have the drive to continually improve their technical abilities and professional development whilst achieving the highest standards of regulatory compliance, conduct and care.
Qualifying Criteria
To be a successful Self-Employed Wealth Advisor at Just Wealth you will:
- Hold CII Diploma in Regulated Financial Planningor similar industry recognised qualification.
- Have previously worked as a COB Advisor, with at least 36 months’ previous experience.
- Be able to demonstrate a record of accomplishment of providing exemplary service for clients.
- Be a self-starter displaying an entrepreneurial focus and vision.
- Ideally have a Client Bank or access to Introducers or Lead Sources although Leads will be provided through Just Wealth’s extensive network of mortgage advisors.
- You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment).
Benefits
In return, you will enjoy:
- Retained Fee income of 50%-70%, with unlimited and uncapped earning potential.
- Professional Indemnity Insurance included.
- Access to Openwork’s extensive range of investment solutions including the exclusive in-house fund manager (Omnis investments); as well as a large range of external funds.
- Our proposition designed to enable you to meet a client’s investment objectives whatever their requirements.
- Designated Business Development Directors working alongside you to offer regular and timely support.
- Leads supplied; you will be working alongside some of our most highly successful Mortgage Advisers who work with you to generate leadsfrom their client base.
- Latest technology within one complete CRM and client management system saving time and significantly cutting down on administration.
- Masterclasses and an active programme of events and engagement.
- Learning and Development support to achieve Chartered Status.
- Marketing support to help your business grow.
- Full Compliance support.
- Recruitment Support should you wish to grow your business.
- Training – Remote, Group and 1 on 1 to suit your needs.
Your next step
We really want to hear from you - even if you are not ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the “Apply Online” button on the top right-hand side of this page.
Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what’s more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.
To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy/
Financial Modeller and Data Analyst
GFG
Bromborough, NWParaplanner
Close Brothers Group
Chester, NWRole Overview
To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.
Key Responsibilities
General
- Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
- Request and obtain application forms and other associated paperwork.
- Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- On-going servicing of clients, for example withdrawals or fund switches.
- Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.
Regulatory Responsibilities (Compliance/T&C)
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Remain compliant ensuring CPD is up to date and recorded sufficiently.
Salary
£24k - £26k Per Year
Job Type
Contractor, Full Time
Posted
6 days ago
Description
We have an opportunity to join an experienced Finance Team to assist with the day-to-day management of the group's finances.
The current role holder is going on maternity leave and we are looking for the ideal candidate to be able to shadow her and take over in her absence.
The role is to assist the Senior Finance Officer in ensuring that all aspects of the group's finances are managed in a timely and accurate manner. This role is for a fixed term of 12 months.
The main duties include but are not limited to:
Purchase ledger (Group & subsidiaries)
- Logging, processing and filing supplier invoices & credits in a timely manner
- Payment run processing - end of month
- Posting and monitoring head office petty cash
- Investigating purchase ledger queries
- Liaising with suppliers
- Maintaining the accuracy of supplier details & information
- Processing employee & company expenses
- Assisting with resolving queries & reporting
- Monitoring accounts email inbox
- Producing reports
Sales ledger (Group & subsidiaries)
- Logging, processing and filing supplier invoices & credits in a timely manner
- Raising sales invoices & credits in a timely manner
- Allocating monies received
- Producing and reconciling statement of accounts
- Investigating queries
- Liaising with external contacts
- Producing reports
General ledger (Group & subsidiaries)
- Daily bank reconciliations
- Complete management of credit card system
- Month end reconciliations
- Department analysis reports
Finance Officer | Purchase Ledger | Sales Ledger | General Ledger | Reporting | Sage 50 | Bank Reconciliations | Month End | Payment Run | Data Entry | Invoicing | Data Analysis | FTC
Benefits
Retailer Discount Scheme / Cycle to work Scheme / Employee Assistance Programme / Finance & Wellbeing Assistance Programme / Life Insurance Benefit / Income Protection
Essential Skills
- Minimum of 5 years' working knowledge of Sage 50 accounting software
- Minimum of 5 years' experience in a large volume transactional role
- Impeccable accuracy and attention to detail
- Ability to build good working relationships
- Able to prioritise workload
- Works well in a team
- Ability to work to deadlines
- Excellent time-keeping
Desirable Skills
- Previous experience of working in Health & Social Care or Charity setting
About Company
Expect is a registered, not for profit company, offering a range of social care services in the North West of England and North Wales to vulnerable people. We offer support to people who have Learning Disabilities, Mental Health Issues, Dementia, Autistic Spectrum Disorders, Acquired Brain Injuries, Personality Disorders and other Complex needs.