Finance Assistant

Finance Assistant (AAT / Graduate Opportunity)

Watford

£30k plus benefits & study support

This is an excellent opportunity for a Finance Graduate or an individual who has recently completed (or is nearing completion of) their AAT qualification and is looking to build a long-term career in finance.

Working within a supportive finance team, you will gain exposure to a broad range of accounting and finance processes, with full study support available towards a professional qualification (ACCA/CIMA). The role offers a clear development pathway towards becoming a Management Accountant, making it ideal for someone ambitious, eager to learn and looking to progress their finance career.

Key Responsibilities

Sales Ledger & Finance Administration

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• Raise invoices and credit notes accurately and in a timely manner.
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• Produce premium collection reports.
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• Process and record customer refunds.
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• Collate and distribute broker commission statements.
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• Respond to premium receipt queries.
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• Assist with credit control and collection of outstanding debt.
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• Produce analysis to support clients' P11D calculations.
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Direct Debit & Payment Processing

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• Assist with the preparation and upload of weekly direct debit collection files to the BACS system.
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• Assist with recording BACS receipts within Salesforce.
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• Assist with processing ADDACS and ARRUDS reports and updating records accordingly.
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Process Improvement & Compliance

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• Identify and recommend process improvements to increase efficiency and accuracy.
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• Adhere to compliance procedures and regulatory requirements, including the identification and support of vulnerable customers.
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• Develop a working knowledge of wider business functions and processes.
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About You

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• Finance degree (or equivalent) or AAT qualified / studying towards AAT.
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• Strong understanding of sales ledger processes.
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• Excellent numerical and analytical skills.
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• High level of accuracy and attention to detail.
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• Good knowledge of Microsoft Excel.
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• Strong organisational skills with the ability to manage multiple priorities.
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• Excellent verbal and written communication skills.
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• Customer-focused approach.
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• Ability to work independently and as part of a team.
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• Positive attitude with a willingness to learn and develop.
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Desirable

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• Experience using Salesforce.
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• Experience using QuickBooks.
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• Previous experience in a finance, accounts, administration or customer service environment.
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• Understanding of direct debit processes, BACS, ADDACS and ARRUDS.
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Personal Attributes

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• Ambitious and motivated to develop a career in finance.
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• Looking for a structured progression route towards Management Accounting.
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• Highly methodical and process-driven.
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• Takes ownership and responsibility for their work.
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• Proactive with a strong "can-do" attitude.
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• Able to build rapport and maintain professional relationships.
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• Empathetic and able to adapt communication styles to different audiences.
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• Comfortable working to deadlines and under pressure.
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• Honest, reliable and professional.
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• Open to change and new ways of working.
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What's On Offer?

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• Full study support towards ACCA or CIMA.
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• Clear progression path to Assistant Management Accountant and Management Accountant.
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• Hands-on exposure to a broad range of finance activities.
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• Supportive and collaborative team environment.
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• Ongoing training and professional development.
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• Opportunity to build a long-term career within finance.
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Please apply now for immediate consideration.