About Unbiased

Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.

With the greatest wealth transfer in history now underway, Unbiased connects people to trusted advice across pensions and retirement, inheritance planning, mortgages, accountancy, and more.

The Unbiased platform applies advanced models trained on a rich dataset of user activity to intelligently match individuals with qualified advisers, providing the easiest and most reliable way to access financial expertise.

Since 2010, Unbiased has generated over $100 billion in AUM opportunities for financial advisers, with 65% of prospects new to advice. Reaching more than 10 million consumers annually, it is the leading source of client demand in the industry.

We have big ambitions to improve how people tackle the biggest decisions, and working at Unbiased means working with smart, motivated people who believe in this. We have a fun, but in an ambitious environment where we are simply trusted to get stuff done. 

We actively encourage women to apply and bring their diverse perspectives to our team, as we believe in fostering an inclusive and empowering workplace where everyone can thrive. We are a female founded company, with a culture focused on diversity and inclusion amongst our entire team.

The Role

We are at an incredibly exciting point in the history of Unbiased, having recently expanded into the US. As we continue to grow and expand, we’re looking to hire a driven and motivated Finance Assistant to help support our finance team.

In a nutshell, you’ll be responsible for…

• Creating, monitoring and processing purchase order requests

• Monitoring and processing supplier invoices

• Managing bank, credit card and petty cash transactions and reconciliations

• Producing periodic cash forecasts

• Monitoring the finance mailbox

• Summarising and posting sales invoices on weekly basis and explaining cash variances

• Creating and monitoring enterprise customer invoices

• Month-end revenue calculations and cash reconciliations

• Submitting and processing staff expense forms

• Assisting the Financial Controller with month-end

• Managing payments both domestically and internationally

• Managing the offshore invoicing and payments

• Creating monthly operational budget trackers

• Assisting with the year-end audit

• Producing and submitting general ledger journal entries into accounting package

• Supporting the Finance Director with ad hoc requests including analytical input

• Suggesting and implementing process improvements to introduce efficiencies within the finance team

To succeed, you’ll need…

• Strong administrative and analytical skills

• Strong ability to work autonomously

• Problem solving, can-do attitude with a willingness to add value and make changes

• A genuine hunger and curiosity to learn and develop in finance

• Knowledge of financial software systems

• Prior experience with online banking systems

• Good presentational skills

• A fast learner

• Technologically savvy

• Strong Excel skills

• AAT qualification or equivalent

• 2+ years prior experience in a finance role necessary

• Maths/Business/Economics/Finance A Levels preferable

It would be incredible if you also had knowledge and experience in these key tools…

• XERO or accounting package experience

• Dext

• Looker

• ApprovalMax

Our Shared Values...

At Unbiased we have set of values that underpin the work that we do, we hope you’ll share these too!

• Be relentless about progress - working at pace to solve problems, navigate around blockers and prioritising company OKR’s.

• Own it and get it done – taking ownership of your projects, involving the right people at the right time and making meaningful contributions.

• Share and seek input – proactive in seeking and acting upon feedback. Being open, sharing knowledge and proactively communicating.

• Enjoy the journey – Ensuring cross-team collaboration and proactively celebrating achievements of your peers

How we’ll take care of you: 
 

• Investment in your Development: Alongside in-house training, you’ll be allocated a generous yearly allowance to invest in your career development.

• Investment in your Wellbeing: Your wellbeing is a top priority for us, and you’ll be able to benefit an annual wellbeing allowance. On top of this, we have arranged for Private Medical Insurance for extra peace of mind for you and your family

• Social Events: We’re a social bunch so you can expect plenty of activities based in and around our vibrant office in the heart of Farringdon. 

 
The Usual Benefits:  
 

• Holiday: you’ll be allocated plenty of holiday to ensure that you have enough time to recharge, work-life balance is super important to us here (you’ll also have your birthday off as paid annual leave!)

• Flexible working: we’ll work with you to find the balance of office-based work and remote working

• Pension: you’ll be able to save via salary sacrifice scheme, with Unbiased contributing above the minimum required amount, subject to banded earnings.

• Private Medical Insurance: you can add your dependents and spouse

• Life insurance 

• Cycle to work scheme 

Equal Opportunity 

The best ideas are often the least expected and require new ways of thinking; that’s why our teams at Unbiased are made up of broad range of talented people. We are proud to be an equal opportunity employer. We do not discriminate based on race, ethnicity, colour, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected status.

Data Privacy

Personal information about unsuccessful candidates will be held for 12 months after the recruitment exercise has been completed, it will then be destroyed or deleted. We retain de-personalised statistical information about applicants to help inform our recruitment activities, but no individuals are identifiable from that data.

Once a person has taken up employment with Unbiased, we will compile a file relating to their employment. The information contained in this will be kept secure and will only be used for purposes directly relevant to that person’s employment. Once their employment with Unbiased has ended, we will retain the file in accordance with the requirements of our retention schedule and then delete it.

Agencies

As much as we appreciate the help, we’re using our own direct sourcing methods or we’re working with one of our carefully selected Agency Partners on this vacancy. To find out a little more about how we partner with agencies please email talent@unbiased.co.uk FAO our Talent Manager, speculative phone calls will not be taken by our team neither will CV submissions without Unbiased or the candidates expressed consent.