Wealth Dynamix
51 - 200 employees
Founded 2012
☁️ SaaS
💳 Fintech
🤝 B2B
SaaS • Fintech • B2B
Wealth Dynamix is a global provider of Client Lifecycle Management (CLM) software and services for private banks, wealth managers and asset management firms. Its modular, industry-focused SaaS platform delivers CRM, digital onboarding, prospect management, automated workflows, compliance (AML/suitability) and advisor/client engagement tools, with options for on-premises or cloud deployment. The company combines wealth management domain expertise with integrations into existing ecosystems and AI-driven capabilities to streamline operations, improve client experience and evidence regulatory compliance.
Accounts Payable Assistant – Maternity Cover
🔥 0 minutes ago
🇬🇧 United Kingdom – Remote
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
📝 Accounts Payable
🇬🇧 UK Skilled Worker Visa Sponsor
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Wealth Dynamix
51 - 200 employees
Founded 2012
☁️ SaaS
💳 Fintech
🤝 B2B
SaaS • Fintech • B2B
Wealth Dynamix is a global provider of Client Lifecycle Management (CLM) software and services for private banks, wealth managers and asset management firms. Its modular, industry-focused SaaS platform delivers CRM, digital onboarding, prospect management, automated workflows, compliance (AML/suitability) and advisor/client engagement tools, with options for on-premises or cloud deployment. The company combines wealth management domain expertise with integrations into existing ecosystems and AI-driven capabilities to streamline operations, improve client experience and evidence regulatory compliance.
📋 Description
• Manage the purchase ledger, inputting invoices and expenses into Xero and planning the payments based on due date. • Prepare weekly payment runs in different currencies (£, €, $) and multiple banks, ensuring timely and accurate processing of payments. • Monitor bank and credit card balances, reporting any discrepancies or issues and organising transfers where required. • Update manual bank feeds where required. • Create new beneficiary templates within the online banking portal and request approval. • Liaise with the Procurement Team – flagging new vendors which have not been onboarded. • Confirm the bank details of new vendors where required. • Consider payment limits of new vendors. • Handle sensitive payroll information, including set-up of new starters and confirming bank details. • Assist with checking the UK VAT return ensuring there is documentation to support all amounts being reclaimed. • Take on additional finance tasks as needed, contributing to continuous improvement in the finance function.
🎯 Requirements
• Prior finance experience is highly desirable, especially with a focus on purchase ledger, accounts payable, or payment processing. • Strong attention to detail with a high level of accuracy in financial data entry and reconciliation. • Highly organised, with excellent time management skills and the ability to handle multiple tasks simultaneously. • Strong communication skills, both written and verbal, with the ability to effectively communicate across different teams and with external suppliers. • Willingness to learn, with a proactive and adaptable attitude towards taking on new responsibilities. • Experience with Xero is a strong advantage, other cloud-based accounting systems. • Experience with HSBCnet for payments. • Basic knowledge of Microsoft Excel, such as sum functions. • Basic knowledge of ApprovalMax. • Knowledge of other online payment systems and basic financial controls. • Familiarity with basic accounting and multi-currency consolidations.
🏖️ Benefits
• Flexible working hours • Professional development opportunities • 100% cloud-only SaaS product based on Azure • Remote work options • Investment into the WDX Academy for learning and development
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