Contact us
Advertising Salary
£25,000 - £30,000

The opportunity

Due to our continued growth, we are looking for an Assistant Accountant to come and join the finance team at 2plan wealth management. 
This is hybrid role with one day per week in our Leeds office. 
The benefits:
  • Salary -£25,000 - £30,000
  • Bonus scheme - on target bonus –7.5%
  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  • Critical illness cover
  • Income protection - 1x salary 
  • Death in service - 4x salary
  • 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. 
  • A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
  • Assist with processing commission and fee incomes 
  • Allocate income received to business submissions 
  • Investigate un allocated transactions 
  • Maintain accurate and timely Financial records 
  • Support the preparation of month end reporting 
  • Support the Management Accountant and Finance Director 
  • Contribution to the process definition and policy decisions 
  • Promote positive customer relationships 
  • Demonstrate flexibility by responding to internal customer requests in a positive and timely manner 

What will you need to succeed?

  • Some established Finance experience, ideally from within a Financial Services environment.
  • Knowledge of financial services legislation, regulation and accounts and an understanding of VAT would be ideal.  
  • Professional manner; enthusiastic and positive attitude 
  • Good eye for detail, ability to work with large amounts of data in a timely but accurate manner 
  • Flexible attitude; willing to support team members with cover and assistance 
  • Able to build relationships with other business areas and external stakeholders 
  • Numerate with strong analytical skills; strong excel skills 
  • Competent time management skills; able to prioritise, resource, and plan workload; willing to take initiative. 

Why us?

Launched in July 2007 we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Other jobs like this

    Advertising Salary
    £25,000 - £30,000
    Advertising Salary
    Up to £27,000
    Swindon / Remote
    Advertising Salary
    up to £25,000