Finance Assistant

Tate Recruitment; Romsey; On-site; GBP 26,000 - 27,000; Part time

Job summary

A recruitment agency is seeking a part-time Finance Assistant based in Romsey. You will provide essential support to the Finance Manager, managing accounts and financial records. Candidates should have a minimum of AAT Level 2 (or equivalent), previous finance experience, and strong communication skills. The role offers 15-20 hours per week with an attractive benefits package, including annual leave and on-site parking. Ideal for those who are self-motivated and detail-oriented.

Benefits

25 days annual leave plus bank holidays

On-site parking

Supportive working environment

Qualifications

• AAT Level 2 qualified or working towards is essential.
• Experience in a finance role is vital.
• Strong verbal and written communication skills required.

Responsibilities

• Manage day-to-day accounts and administrative activities.
• Perform bank reconciliations and ensure accounts are balanced.
• Support the Finance Manager with accounting and reporting tasks.

Skills

AAT Level 2 qualified or working towards

Experience in a similar finance role

Strong communication skills

Attention to detail

Confident IT skills including MS Excel

Tools

Sage

Job description

Finance Assistant (Part-Time)

Location: Romsey

Salary: circa £26,000–£27,000 per annum (pro rata)

Hours: 15–20 per week

Our client, a well-established organisation that values its employees, is seeking a Finance Assistant to join their team on a part-time basis. This role will provide essential support to the Finance Manager in the day-to-day management of the organisation’s finances.

The company offers an attractive benefits package, including:

• 25 days annual leave plus bank holidays (pro rata)
• On-site parking
• A supportive working environment

Key Responsibilities

• Manage day-to-day accounts and administrative activities
• Accurately record purchases, receipts, and payments
• Perform bank reconciliations and ensure accounts are balanced
• Support the Finance Manager and wider team with ad hoc accounting and reporting tasks
• Maintain accurate bookkeeping records
• Oversee pension receipts and maintain electronic notifications
• Assist with monthly departmental accounts, including data entry, reconciliation, and filing
• Prepare half‑year and year‑end accounts
• Enter monthly bank and petty cash expenses into Sage
• Administer purchase invoices, obtain authorisations, and maintain electronic files
• File hard copy payment authorisations and receipts
• Support annual budgeting processes with the Finance Manager and Department Heads
• Contribute to the development and maintenance of a property maintenance database
• Provide general finance and administrative support as required

You will need

• AAT Level 2 (or equivalent) qualified or working towards
• Previous experience in a similar finance role
• Strong communication skills, both verbal and written
• Ability to work independently and as part of a team
• Self‑motivated with excellent attention to detail
• Confident IT skills, including MS Excel; experience with Sage is an advantage

If you have the skills and experience to succeed in this role, we’d love to hear from you.