Taylor Made Financial Planning
Finance and Facilities Assistant with Development Pathway to Finance and Facilities Manager
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About us
We are TMFP, a thriving Financial Planning practice with offices in Claygate and Stockbridge. We offer a detailed and comprehensive financial planning and investment service to private individuals, companies, and entrepreneurs.
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About the Role
We are seeking an ambitious, motivated, and commercially minded individual to join our business as a Finance and Facilities Assistant on a structured three-year development pathway.
This is a unique opportunity for someone looking to build a long-term career in finance and business operations. It is a development role with a structured pathway over three years, intended to grow into broader ownership of finance operations, management information preparation, and business function leadership reporting directly into the Finance Committee.
As Finance and Facilities Assistant, you will support the day-to-day running of the finance function, ensuring accurate processing of financial transactions, timely reporting, and effective administration of core finance processes. Providing support to the facilities team, you will help to create and maintain a professional, safe and comfortable environment.
Reporting to the Finance and Infrastructure Manager, the role will collaborate closely with colleagues across the business to support purchasing, payments, reporting, and general finance administration.
What you’ll be doing
The post holder will provide practical support across core finance processes and gradually take on increased responsibility as capability and confidence develops.
- Support all financial reporting in line with organisation and statutory deadlines. Including but not limited to; monthly payroll, administration of employee benefits, production of quarterly accounts, working with external accountant to complete year end filing, completion of financial returns.
- Assist with the preparation of management information, performance reports, budgets, and forecasts.
- Plan and manage all aspects of procurement.
- Process supplier invoices, expenses, and payment runs accurately and in line with agreed procedures.
- Maintain accurate financial records, ensuring transactions are correctly coded, filed, and supported by appropriate documentation.
- Support bank reconciliations, ledger checks, and routine month-end finance tasks.
- Act as a point of contact for finance-related queries from colleagues and suppliers.
- Support with facilities management, alongside a small front of house team, ensuring a safe and professional working environment and access to appropriate equipment.
- Support compliance with finance policies, purchasing procedures, internal controls, and audit requirements.
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Leading to:
- Contribute to process improvement, system usage, and efficient ways of working across the finance function.
- Finance management including creation of budgets and the provision of data to the board to enable a clear understanding of the firm’s financial position at any required point in time.
- Develop and enhance management information processes.
- Ownership of the finance and facilities function reporting directly into the Finance Committee.
Development Pathway
The role is designed to develop in line with business needs and the post holder’s capability:
Phase 1: 0–12 months – Support core finance administration, transactional processing, document management, reconciliations, and routine reporting.
Phase 2: 12–24 months – Take ownership of regular monthly finance processes, contribute to management information preparation, and support budget monitoring.
Phase 3: 24–36 months – Progress towards Business Function Lead responsibilities, including finance operations oversight, performance reporting, process improvement, and cross-business support.
What we are looking for
We are looking for a candidate with a proven track record in management accounts with excellent interpersonal, time management and communication skills.
Essential Skills:
- Proven experience in an accountancy role, ideally within a financial planning or wealth management firm.
- Excellent leadership, communication, and stakeholder management skills.
- Strategic thinker with a hands-on approach to operational delivery.
- Exceptional organisational skills.
- Ability to maintain confidentiality and act with discretion and diplomacy.
- Curiosity and a willingness to challenge the business culture where necessary in support of good outcomes for staff and clients.
- Self-motivated and able to work under own autonomy or as part of a team.
- Has the ability to build effective relationships with others.
- High degree of numerical literacy, ability to multi-task and a keen eye for detail is a must.
- Influencing and negotiating skills, ability to solve problems effectively and fairly while considering and analysing different viewpoints.
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Personal Qualities:
- Integrity and approachability.
- Dynamic, with a ‘can do’ and positive attitude.
- Maintains high standards in terms of personal appearance and conduct.
- Upholds quality standards and takes ownership of work.
- Nurtures teamwork and productive relationships.
- Displays resilience and able to deal with changing priorities.
- Hardworking, diligent and a natural problem solver who is not afraid to take on a challenge.
- Willing to learn new skills to develop within the business and help others.
Desirable Qualifications or Experience
- Minimum 3 years in a similar role.
- AAT qualification
- Desire to study CIMA
- Superior problem solving and analytical skills.
- Knowledge of the FCA rules and record keeping requirements is desirable.
What We Can Offer You
- Competitive Compensation: A competitive salary aligned with your earning potential. A generous benefits package including a pension scheme, shopping discounts, and colleague well-being benefits and more.
- Work-Life Balance: Hybrid working, 25 days annual leave (pro rata) and 8 paid bank holidays.
- Investing In Your Career: Continued training/qualification support and a structured career development plan.
- Inclusive Culture: We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work. We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.
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