Accounts Assistant

Connections Recruitment; Wilmslow; On-site; GBP 27,000 - 30,000; Full time

Job summary

A respected financial services company in Wilmslow is seeking an Accounts Assistant to support the finance team with accounting and reporting tasks. The role involves processing transactions, maintaining financial records, and assisting with management reporting, offering career development in a professional environment. Ideal for candidates AAT Level 4 qualified with strong attention to detail and familiarity with Sage 50.

Benefits

Annual salary of £27,000 – £30,000

Discretionary annual bonus

24 days holiday plus bank holidays

Birthday day off

Summer Fridays

Westfield Health cash plan

Qualifications

• Proven ability in a hands-on accounts role with financial services.
• Strong numerical skills and a meticulous approach to work.
• Ability to communicate clearly and work within a team.

Responsibilities

• Process sales and purchase invoices in Sage 50.
• Perform daily and monthly bank reconciliations.
• Assist with month-end and year-end reporting.

Skills

Attention to detail

Use of Sage 50

Organisational skills

Education

AAT Level 4 qualified (or equivalent)

Job description

We’re looking for an Accounts Assistant to join a respected financial services company in Wilmslow. You’ll support the finance team with day-to-day accounting and reporting tasks, ensuring accuracy across loan books, invoices and reconciliations.

This is a hands-on role where you’ll process transactions, maintain financial records and assist with management reporting. You’ll work closely with colleagues across the business as well as external stakeholders, helping to keep everything running smoothly and accurately.

You’ll need to be confident working with numbers, organised, and meticulous in your approach. It’s a great opportunity to develop your career in a professional and supportive environment with exposure to senior finance leaders and a growing loan portfolio.

Key Responsibilities

• Process sales and purchase invoices in Sage 50
• Post receipts, payments, and financial transactions
• Perform daily and monthly bank reconciliations
• Maintain accurate customer and supplier accounts
• Update loan books and prepare statements of account
• Assist with month-end, year-end, and management reports
• Support investor and quarterly reporting
• Liaise with internal teams, clients, and auditors
• Ensure compliance with financial controls and regulations

What We’re Looking For

• AAT Level 4 qualified (or equivalent)
• Strong attention to detail and a love for accuracy
• Confident using Sage 50 or similar accounting software
• Curious about the numbers and what’s driving performance
• Organised, reliable, and keen to keep learning
• Clear communicator who enjoys being part of a team

What’s on offer

• £27,000 – £30,000 salary plus discretionary annual bonus
• 24 days holiday (rising to 25 after one year) plus bank holidays
• Birthday day off and time off for family moments
• Summer Fridays and regular team events
• Westfield Health cash plan and 24-hour colleague helpline