M2L Accounts Assistant

Posted 4 Days Ago
Be an Early Applicant
Preston, Lancashire, England
Entry level
Fintech • Software • Financial Services
The Role
The Accounts Assistant will manage financial transactions, ensuring timely and accurate posting into accounting systems. Responsibilities include processing interface files, reconciling payments, producing daily bank reconciliations, posting month-end accruals, and improving financial controls. The role involves direct communication with stakeholders to meet contractual obligations.
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 an Accounts Assistant to join our busy transactional finance team. 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

  • Monitor fund requests and reconcile facility balances

  • Produce daily bank reconciliations to send to external stakeholders and liaise with external funders to meet contractual requirements.

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

  • Prepare and post month end accruals

  • Produce broker commission payments and statements

  • To perform various analyses and reconciliations of company data and maintain and where possible improve robust financial controls 

  • Establish and develop new processes, procedures and reconciliations when required by the business

Key knowledge, skills and experience:

  • Experience of computerized accounting systems.

  • Posting to multiple company Nominal, Sales and Purchase ledgers.

  • Working with Profit & Loss balance sheet statements.

  • Experience of dealing with internal and external customers in an effective manner.

  • Experience of working within strict accounting deadlines and with Microsoft Office Packages.

  • Will hold or be working towards a recognised accounting qualification (AAT, CIMA etc.).

  • Willingness to use initiative and work without detailed instructions.

  • Ability to plan workload effectively and work alone or as part of a team.

  • 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

Top Skills

Computerized Accounting Systems
MS Office
The Company
HQ: Fulwood
253 Employees
On-site Workplace
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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