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  • Official Partners

Accounts Coordinator

An integral role within our business, helping to manage the company accounts and financial records.

Key duties

  • ­Daily bank reconciliation and cash flow control.
  • ­Inputting of sales and purchase invoices and bank statements into the accounting system.
  • ­Management and maintenance of the fixed asset register.
  • ­Processing of monthly accounting journals.
  • ­Production of month end management accounts.
  • ­Preparation and submission of payroll requests and arrangement of payment.
  • ­Regulatory pension contributions processing.
  • ­Assisting the production of yearly cash flow and P&L projections, working closely with the Finance Manager.

Skills & Experience

  • A Level or equivalent – Maths desirable.
  • Minimum 9 GCSEs grade 5 or above – including English and Maths.
  • Previous experience in basic accounting would be advantageous but is not essential.
  • Competent using Microsoft Office: Excel, Word, Power Point and Outlook.

Other career paths.

Adviser

Building long-term relationships with clients as their trusted Financial Adviser, providing holistic financial advice across a variety of investment products and services.

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Client Manager

Supporting the Adviser in client service delivery with financial strategies, plans and products, organising technical tasks, illustrations and reports.

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Operations Coordinator

Ensuring excellent client service delivery, working to a high level of efficiency supporting the Practice with all our inhouse processes, as well as the day-to-day office requirements.

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Business Relations Coordinator

Developing and maintaining our relationships nationwide, hosting educational and charitable events as well as working closely with our introducers and business partners.

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Work Experience

Find out about and witness first hand the varied roles within Franklyn, whilst learning what employers in our profession look for.

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Apprenticeships

Apprenticeships offer a great opportunity to earn a fair income whilst undergoing training and developing new skills.

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The Academy

Designed to help develop and nurture talent in the right way for a successful career in Financial Services.

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    The Practice together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James's Place Privacy Policy.

    Franklyn Financial Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services.

    Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.

    Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.

    Copyright Franklyn Financial Management Ltd © 2020