Trainee Accounts Administrator

Job title: Purchase Ledger Administrator
Location: Redditch
Salary: £26,000
Hours: Full Time 8am -4pm

Workforce Professional are proud to be working alongside a highly successful groundworks and civil engineering business. Due to accelerated growth within the last 12 months we are excited to announce the fantastic opportunity for someone to operate as a Purchase Ledger Administrator.

We are searching for an experienced Purchase Ledger Administrator that can support our client starting the role being able to hit the ground running using your experience and knowledge that you have previously gained. Preferably you will have worked within the construction/groundworks sector, but this is not essential.

Key Responsibilities will include

• Ability to work in a fast-paced environment and to strict deadlines
• Be a team player and always willing to help others
• Highly Accurate
• Strong computer skills and familiar with Microsoft Excel and Outlook
• Hold excellent communication skills

You will join a small accounts team supporting the team with daily processing. Key responsibilities include but are not limited to

• Daily processing of high-volume supplier invoices
• Handle supplier queries and liaise with relevant departments
• Data inputting
• Statement reconciliation
• Complete general administrative duties such as filing, scanning, and printing.
• Any ad - hoc duties requested by the Junior Accounts Manager

Workforce Professional are responsible for thousands of temporary, temp-to-perm and permanent vacancies across the Midlands. We operate from several prime locations in the area and are likely to have an office right near you. Our team offer a unique service tailored to match your precise needs, and can assist you with the following job categories, Clerical and Administration, Call Centre, Customer Services, Sales and Business Development, Secretarial and PA, Professional and Management. We are always on the lookout for the very best talent, so if you know anyone, refer them to our professional Off40

Job title: Experienced Para planner

Location: Droitwich
Salary: 45,000 to 50,000 plus benefits
Hours: Monday to Friday 9am - 5.00pm

Responsible for: The preparation and maintenance of new business and client records. Providing administrative support to the advisers.
Main Purposes of Role:
• Preparing and maintaining a client file and back office database records accurately.
• Preparing reports and recommendations for the adviser
• Implementing recommendations
• Client Reviews
• Preparation of complex calculations (CGT, IHT etc) for the adviser.
• To deal with face to face issues and telephone calls/enquiries relating to and arising from clients.
• To provide administrative support to the sales functions of the organisation.
• To deal with all clients in a professional and polite manner whether face to face or on the telephone.
• Adhere to the principles of Treating Customers Fairly.
• Adhere to the principles laid out in the Data Protection act.

Key Accountabilities:
• Producing Client Review packs and issue portfolio reports to clients for advisers as appropriate.
• Managing appointments in the central diary system.
• Supporting and assisting advisers
• Keeping clients records up to date including any plans currently being processed, ensuring that detailed notes are entered into the system.
• Rectifying or requesting the rectification of any errors or discrepancies on new business files.
• To verify documents for identification purposes within current money laundering regulations.
• Preparation of files for investment, retirement, protection and/or mortgage transactions.
• Using research tools to obtain required standard of research.
• Following up on the progress of any LOA's, information requests and transactions submitted.
• To observe Data Protection rules and to treat all client information with the strictest confidence not divulging to any external body or individual unless approved to do so by the client.
• To conduct quarterly due diligence on the firms selected product providers to ensure that we can justify their usage.
• Be pro-active responding to client queries and respond within a suitable time frame ensuring the client is aware what that time frame is (managing client expectations)
• Assist in the training of other Team members.

Key Skills:
Essential:
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter-personal skills, both written and verbal
• Ability to multi-task and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team

Desirable:
• Broad knowledge of financial services world
• High level of technical knowledge

Qualifications:
• Good levels of literacy
• Computer literate
• DipFA
• Working towards chartered status beneficial

Qualities:
• To be able to work willingly as part of a team
• Good communication skills
• Good telephone manner
• Excellent attention to detail
• Good organisational skills
• Ability to work under pressure and meet deadlines

Office Workforce are responsible for thousands of temporary, temp-to-perm and permanent vacancies across the Midlands. We operate from several prime locations in the area and are likely to have an office right near you. Our team offer a unique service tailored to match your precise needs, and can assist you with the following job categories, Clerical and Administration, Call Centre, Customer Services, Sales and Business Development, Secretarial and PA, Professional and Management. We are always on the lookout for the very best talent, so if you know anyone, refer them to our professional and friendly team who will be more than happy to help. Off39

Job title: Finance Accounts Manager

Location: Bromsgrove
Salary: 38,000 to 40,000
Hours: Monday to Friday 9am - 5.00pm

Our client is a unique practice situated within south of Birmingham supporting media, sport, and the entertainment industry. We are searching for an experienced Accounts Manager.

Roles & Responsibilities:
• Managing a portfolio of clients and taking responsibility for ensuring their accounts, corporate tax & VAT returns and any ad-hoc reporting is prepared to a high standard and on a timely basis.
• To work with the clients directly to understand the requirements and identifying areas where more detailed advice may be required.
• Identify opportunities for any additional services that clients may need and liaise with subject specialists.
• Responding to HMRC enquiries
• Reviewing work prepared by accounts associates/trainees
• Developing and appraising junior members of the team
• Make billing decisions for client portfolio

Qualifications and skills:
We are searching for candidates with ACA/ACCA qualified or equivalent, as well as those qualified by experience. The successful candidate will have at least 3 years of managing a portfolio of clients.

Knowledge and Experience:
Experience of review of statutory and non-statutory accounts as well as VAT and corporation tax returns
Experience of international corporate structures, reporting and taxes is desirable
Proven track record of developing and managing staff

Strong interpersonal skills in addition to strong oral and written communication skills.
Excellent teamwork and organisational skills, including monitoring time

What you'll receive:
Company Pension Scheme
Entry to the Company Bonus Scheme
Private medical insurance
Health plan benefits
Mobile phone
On-site parking

Office Workforce are responsible for thousands of temporary, temp-to-perm and permanent vacancies across the Midlands. We operate from several prime locations in the area and are likely to have an office right near you. Our team offer a unique service tailored to match your precise needs, and can assist you with the following job categories, Clerical and Administration, Call Centre, Customer Services, Sales and Business Development, Secretarial and PA, Professional and Management. We are always on the lookout for the very best talent, so if you know anyone, refer them to our professional and friendly team who will be more than happy to help. Off39