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Finance Reconciliation Specialist

Finance Reconciliation Specialist

LegalAndGeneralCardiff, Wales, United Kingdom
12 days ago
Job description

Job Description

We’re recruiting for a Finance Reconciliation Specialist to join our Workplace Savings team.

This is an exciting opportunity for a recent graduate looking to commence their career in financial services and accounting. We will provide full study support for you to complete an accounting qualification as part of this role.

What you'll be doing :

  • Overseeing the daily reconciliation of customer assets (cash and investments) held by Workplace Pension customers
  • Managing the daily upload of data into reconciliation software and ensuring completion by the end of each business day
  • Investigating reconciliation discrepancies and collaborating with colleagues to ensure timely and accurate remediation
  • Maintaining MI and other data to demonstrate a robust audit trail and ongoing regulatory compliance
  • Identifying and resolving issues, logging incidents, and sharing findings and solutions with colleagues
  • Taking responsibility for your own development and keeping your pension knowledge and industry awareness current and relevant

Qualifications

Who we're looking for :

  • Recent graduate with a Finance and Accountancy related degree or similar
  • GCSE Maths or equivalent
  • Strong Excel skills and understanding of reconciliation methods and data analysis
  • Ability to work independently and as part of a team, with a strong motivation for self-development
  • Excellent numeracy, investigation, and problem-solving skills
  • Demonstrated understanding of our products and services
  • Commitment to maintaining high standards of business ethics and regulatory compliance
  • Strong communication skills and ability to collaborate effectively with colleagues
  • Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer :

  • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Healthcare Plan (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
  • There are the many discounts we offer – both for our own products and at a range of high street stores and online
  • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
  • Additional Information

    At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

    If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

    We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

    It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

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    Finance Specialist • Cardiff, Wales, United Kingdom