20th March 2024

Hiring: Part-time Accounts Assistant

Due to the continued growth an established Independent Financial Advice firm, Integrity365, is looking to recruit an Accounts Assistant on a part-time basis.

The business offers this part-time role with core hours of 16 hours per week, flexible on timing within the 9am – 5pm working day. Ideally, this would be undertaken over 4 days within the working week at our Doynton (Bristol) or High Wycombe office location, with a potential for hybrid working and additional locations considered for the right candidate.

Responsibilities Include:

  • Monthly reconciliation of provider payments onto Intelliflo CRM System (IO).
  • Raising invoices for services across a wide variety of clients
  • Regular review of aged debtors and creditors, invoices on hold
  • Working with the Financial Manager to ensure accounts and FCI statements remain up to date.
  • Maintain excellent day-to-day working relationships with the bank.
  • Support financial and business reporting across the organisation.
  • Monitor bank statements for payments in and out on a daily basis, recording appropriately, and ensuring all costs and purchase invoices are allocated correctly.

You will possess:

  • Have at least 3 years experience of working within a similar role within accounting working with reconciliations and invoicing.
  • Excellent communication and IT skills
  • Knowledge of Intelliflo (IO) would be advantageous.
  • Experience in carrying out financial duties in a small/medium business
  • High level of competence in using the following MS Office products – MS Word, Excel, Outlook, and MS Teams
  • Experience in using CRM, accounting software, and online banking systems. Full training in the systems we use will be provided.
  • Self-sufficient, hands-on attitude and ability to work to own initiative.

What’s on Offer?

  • Competitive Remuneration Package
  • Part-time Time 16 hour per week contract, potential for more hours if appropriate.
  • Flexi-working core business hours are 9am – 5pm. Hours to be undertaken over 4 days per week.
  • Potential Hybrid Working
  • Company Pension
  • Full Benefits Package

Job Types:

  • Part-Time, Permanent

Experience:

  • Accounting: 3 years (preferred)

To apply, please submit a cover letter and CV to communications@integrity365.co.uk