The role will also be answering queries pertaining to sales invoices/credit notes from internal and external business partners.
The key purpose of the role is to help with the finance transformation and centralise billing in the UK, prepare "Sales Invoice" with significant amount of supporting documentation and analysis, which needs to be prepared precisely as per client specifications.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
Responsibility for analysis of income, production of gift aid schedules, all aspects of the purchase ledger, ownership of petty cash, and supporting with month end postings and procedures for both the Charity and the Trading company.
Responsibility for analysis of income, production of gift aid schedules, all aspects of the purchase ledger, ownership of petty cash, and supporting with month end postings and procedures for both the Charity and the Trading company.
The Asset Analyst role will receive all the training and support necessary to maintain the asset data that underpins our portfolio to maximise their lifetime revenue, while helping to resolve queries.
This individual will: Provide first-class front-line support for our network and meter assets to ensure we provide a best-in-class service.
Ensure 100% of asset data and records are captured and kept up to date and accurate within specified SLAs.