Accounts Assistant

We are seeking a proactive and detail orientated Accounts Assistant to join our client in North Bristol on a full-time permanent basis. The successful candidate will support the Purchase Ledger and Sales Ledger with office administration and accounts duties.

 

• Salary £18,000-£20,000k
• 37.5 Hours per week (8.30am – 4.30pm)
• 25 Days Holiday plus Bank Holidays
• Location: Bristol
• Free parking

 

Duties Include:
• Dealing with purchase invoices
• Completing statements reconciliations
• Responding to supplier queries
• Completing general administration (emails/post/phone)
• Assisting with supplier phone calls – taking messages or directing calls when required
• Updating the company computer systems and accurate data entry of information

Skills Required:

• Previous office experience (essential)
• Previous Accounts experience (highly desirable)
• Able to handle and thrive within a very fast paced environment
• Good verbal and written skillset
• Highly organised with strong analytical skills and attention to detail
• Ability to work individually or as part of a team
• Can work to tight deadlines

If you are a reliable, hard-working and numerate individual seeking your next career step, then please submit your CV today!

Reference: 216942

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We are currently looking for a Bookkeeper to join our highly successful client in Weston Super Mare. This role can be either full time or part time.


• Location: Weston super Mare
• Salary:Up to £23,000k
• Hours: Full time or Part Time
• Contract: Permanent


As a ‘UK Top 50 Firm of Chartered Accountants, Tax Consultants and Financial Planners’, our client provides high-quality advice to businesses and individuals locally as well as nationally. As a 2019 Best Companies ‘Very Good Place to Work’, their employees are vital to their continued success.


You will be responsible for maintaining client’s records on a variety of systems, preparing VAT returns and management accounts for a portfolio of clients that include sole traders, partnerships and Limited Companies.
Ideally (although not essential), the successful candidate will have the following experience, skills and attributes:


• Good organisational skills and IT skills
• Double entry bookkeeping knowledge
• Competent at using bookkeeping software such as Xero/Sage
• Have a basic understanding of accounts/a balance sheet
• Ability to work alone and as part of a team
• Comfortable working in different environments and dealing directly with clients


In return we offer a fantastic place to work in the South West with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.
To apply for this position, please submit your CV today.

Reference: 216937

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Do you have paraplanning experience? If so, we want to hear from you!

Our successful client, a professional wealth management company is seeking a Paraplanner to join their small and tight-knit team on a full-time permanent basis.

Salary: £18,000-£24,000k
Location: Bristol
Contract: Permanent
Hours: Full time

Overview:
To provide clients with a professional and seamless ongoing financial planning experience.

Job Description:
• Oversee all administrative duties
• Deal with existing clients and new business
• Communicate with clients via email, phone, letters and reports
• Draft compliant suitability letters/reports
• Undertake investment research and cash flow analysis
• Organise client reviews along with the review packs including essential documents i.e. performance information, capital gains tax etc
• Assist with marketing initiatives
• Responsible for all operating functions of the investment platform including placing investment trades
• Ensure accurate record keeping of client data
• Complete fact-find and risk questionnaires with clients and verify information with regards to their circumstances, identify and query gaps
• Prepare quotes and illustrations from platforms and providers

Requirements:
• Educated to degree level
• Have a complete understanding of the paraplanning role and how it fits into financial planning
• Proficient in the use of Word, Pages & Excel
• Possess strong mathematical skills
• First class written and oral communication skills
• Very well presented and professional
• Excellent telephone manner and the ability to chat to clients and build relationships
• Strong organisational skills
• An optimistic and positive attitude
• Willingness to learn and adapt to new initiatives
• Happy to work as part of a small team, where even the bosses make the tea when required!

If you have previous paraplanning or office administrative experience and are a quick learner, then this role may be ideal for you, please submit your CV today.

Reference: 216929

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An exciting opportunity has become available for a friendly and motivated individual to join this niche organisation, based in South Bristol in a temporary capacity with the option of a permanent position if successful. Working as part of a small team providing all necessary information to clients, along with ensuring all accounts are settled in a timely manner. This is a great position for anyone who enjoys interaction with customers, managing their own clients, and promoting positive relationships at all times.

Key duties will include:

  • Chasing payments and debt collection
  • Dealing with payment enquiries
  • Process incoming payments
  • Corresponding with clients with data relating to the clients product & sales ledger
  • Liaise with Sales & Operations with regards to outstanding accounts
  • Process orders & updating contact details

The successful candidate with have a flexible approach with regards to both workload and working times, be a self starter and be available immediately. This is a full time position offering a salary of between £20 - £25k.

Reference: 216921

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Credit Management Clerk

Our client, a renowned logistics company, are seeking a numerate and customer focused Credit Management Clerk to join their expanding team in Bristol on a full time, temp-to-perm basis.

Location: Bristol
Salary: £22,809.59 + 10% monthly bonus
Contract: Full time, temp-to-perm

Overall Objectives:

• To ensure timely collection of cash receipts due from debtors
• To ensure customers invoice queries are resolved

Key Tasks/Areas of Responsibility:

• Ensure that debt is collected in line with targets and company procedure.
• Manage debtors that have defaulted to conclusion, to include the suspension of services and preparation for legal action.
• Participate in month end forecasting
• Take card payments over the phone
• Record and note all communication with customers correctly on the systems
• Investigate all invoice queries that you receive and raise credit notes
• Notify customers of credit rejections
• Maintain the service level agreement for call quality, and liaise with Team Leaders, Managers, Sales and Depots on all issues

 

You will have reviews daily and weekly with your Team Leader regarding outstanding queries and balances – this is a supportive working environment where all employees are valued.

If you are numerate, target driven and enjoy delivering fantastic customer service and have experience within an office environment involving similar skills then please submit your CV today!

 

Reference: 216911

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We are seeking a numerate and customer focused Credit Management Clerk to join our clients expanding team in Bristol on a full time, permanent basis

 

Location: Bristol
Salary: £22,808k + Monthly bonus
Contract: Full time, permanent

Overall Objectives:

To ensure timely collection of cash receipts due from debtors.
To ensure customers invoice queries are resolved in line with our credit policy and department SLA’s.
To ensure that Credit Management procedures are maintained to a standard of excellence.

Key Tasks/Areas of Responsibility:

• Ensure debt is collected in line with procedure and monthly set targets
• Manage defaulting debtors to conclusion including suspension of services and preparation to legal action
• Take card payments over the telephone
• Month end cash forecasting
• Review with Team Leader daily/ weekly on outstanding balances and queries
• To record all communication with customers on the correct systems and ensure that system is maintained accurately
• Manage returned invoices sent by email and update systems with the correct contact details
• To investigate all invoice queries received and for necessary credit notes to be raised
• To notify customers of credit rejections
• Maintain call quality SLA of 80%
• To liaise with the Team Leaders, Managers, Sales and Depots on all issues of Credit Management

 

If you are numerate, target driven and enjoy delivering fantastic customer service and have experience within an office environment involving similar skills then please submit your CV today!

Reference: 216851

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