Accounts Assistant

Posted 2 Days Ago
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Preston, Lancashire, England, GBR
In-Office
Entry level
Fintech • Software • Financial Services
The Role
Temporary Accounts Assistant responsible for processing financial interface files, monitoring fund requests, reconciling facility and bank balances, posting transactions to multiple company ledgers, and preparing broker commission payments and statements. The role requires accurate and timely transaction processing, familiarity with computerised accounting systems, Microsoft Office proficiency, and experience working with nominal, sales, and purchase ledgers.
Summary Generated by Built In

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.

To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.

More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK.

We are hiring for a Temporary Accounts Assistant to join our busy transactional finance team for a period of 3 months. As our Accounts Assistant you will be responsible for ensuring that all more2life financial transactions within your remit are accounted for accurately and on a timely basis and to support key stakeholders as and when required.

Main duties and responsibilities;

  • To process system generated interface files

  • To monitor fund requests and reconcile facility balances

  • To post financial transactions into the accounting system in a timely and accurate manner into multiple companies

  • To produce broker commission payments and statements

  • To reconcile bank accounts and post transactions to the general ledger.

Key knowledge, skills and experience:

  • Experience of computerised accounting systems.

  • Experience of posting to multiple company Nominal, Sales and Purchase ledgers.

  • Experience of working with Microsoft Office packages.

  • Awareness of the importance of processing and posting data accurately.

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true and transparent in all our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
 

Benefits:

  • 23 days holiday, plus bank holidays. Rising to 28 based on length of service.

  • Additional holiday purchase scheme

  • 1 charity day

  • Tier 1 pension (5% Employee, 8% Employer)

  • Simply Health

  • Life Assurance

Skills Required

  • Experience with computerised accounting systems
  • Experience posting to multiple company nominal, sales, and purchase ledgers
  • Experience using Microsoft Office packages
  • Strong awareness of accurate data processing and posting
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The Company
HQ: Preston
253 Employees
Year Founded: 1998

What We Do

Pioneers in the equity release market, Key Group is on a mission to be the UK’s leading retirement finance expert, focused on helping people finance a better retirement. Celebrating its 22nd anniversary in 2021, the Group has helped customers release more than £5 billion worth of equity from their properties. Evolving to meet the financial needs of the increasing over-50s market, brands within the Key Group umbrella two of the UK’s leading equity release advisers (Key and The Equity Release Experts), one of the largest equity release lenders (more2life), and leading later life service provider (Air Group). At the heart of Key Group is the commitment to grow the size of the equity release market, continue to help develop advice standards across the industry, support the growing number of equity release advisers active in the sector and innovate through the development of new retirement lending products. The Group is proud to be one of the largest private employers in Preston and currently employees over 100+ field-based advisers providing support to a fast growing client base across the UK. The Key Group brands have now gathered over 100 industry and consumer awards since launch. Follow us on LinkedIn to explore our latest career opportunities across our brands, as well as updates on our corporate activities. https://www.krgroup.co.uk/careers/

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