Finance Assistant

As a Finance Assistant at Integrity365, your primary responsibilities will involve monthly reconciliation of provider payments on the Intelliflo CRM system, raising invoices for a broad range of clients, reviewing aged debtors and creditors, and keeping the accounts and FCI statements up to date. You'll also support financial and business reporting while maintaining excellent relationships with banks and accurately monitoring daily bank statements.

To qualify for the Finance Assistant role at Integrity365, applicants should have at least three years of experience in a similar accounting position. Familiarity with reconciliations and invoicing is essential, and a working knowledge of Intelliflo CRM would be advantageous. Strong IT skills, particularly in MS Office products, and experience with online banking systems are also important for this role.

Absolutely! At Integrity365, we understand the value of work-life balance. The Finance Assistant position is part-time and allows for flexible working hours within core business times of 9 AM to 5 PM. Whether you prefer to work from the office or benefit from a hybrid arrangement, we are open to discussing what works best for you.

If you join Integrity365 as a Finance Assistant, you can expect comprehensive training in the systems we use, including our Intelliflo CRM system and other accounting software. We are committed to ensuring you are fully equipped with the resources needed to succeed in your role and contribute effectively to our team.

Integrity365 offers a competitive remuneration package along with a great benefits package that includes company pension contributions. Additionally, our flexible working conditions make it easier for our Finance Assistants to balance their professional responsibilities with personal life.

In responding to this question, detail your specific experiences that highlight your familiarity with invoicing processes and reconciliation tasks. Mention any relevant software you’ve used, such as Intelliflo, and highlight examples that showcase your accuracy and attention to detail.

When answering this, emphasize your proficiency with MS Office, particularly MS Excel, as it is often crucial for financial roles. You might want to explain how you use these tools to analyze data or create reports, providing specific examples from your past roles.

Think of a specific challenge you faced, such as a complicated reconciliation or a late invoice resolution. Discuss the steps you took to navigate the situation, what you learned, and how you applied those lessons in future tasks—showing your problem-solving skills in the process.

When explaining your prioritization process, detail any tools or methods you use, such as creating to-do lists or using project management software. Highlight your ability to manage deadlines while ensuring accuracy in your work.

Discuss the various techniques you use to ensure accuracy, such as double-checking figures, using automated systems where possible, and regularly reviewing your work. Mention the importance of maintaining clear communication with team members to avoid errors.

For this answer, emphasize your communication skills. Discuss examples of how you’ve built rapport, handled inquiries professionally, and gone the extra mile to meet client needs, showcasing your commitment to customer service.

Demonstrating knowledge about Integrity365 during your interview is crucial. Research the company’s ethos, its services, and its standing in the Independent Financial Advice sector, and express how this aligns with your own values and professional goals.

Discuss any resources, such as online courses, webinars, or professional organizations that help you stay informed about changes in financial regulations and current technologies. This shows your initiative and commitment to ongoing professional development.

Share your approach to conflict resolution, emphasizing patience, active listening, and effective communication. Provide an example of how you managed a challenging situation or client, and highlight the positive outcome.

Outline your experience of collaborating with team members, explaining how you contribute to group goals while sharing responsibility. Mention your adaptability in working across departments, which is especially important in financial roles.