Finance Assistant

The Shakespeare Hospice; Stratford-upon-Avon; Hybrid; GBP 23,000 - 29,000; Part time

Benefits offered by this job

Competitive salary

Generous annual leave 35 days pro rata

Contributory pension

Free on-site parking

Flexible working

Staff wellbeing programme

Induction & development opportunities

Free eye tests

Job summary

The Shakespeare Hospice, based in Stratford-upon-Avon, is seeking a part-time Finance Assistant to support income processing and a broad range of finance activities across fundraising and operations.

Reporting to the Finance Manager, you will maintain records, reconcile accounts, and ensure transactions align with Hospice procedures. Strong Excel skills and VAT knowledge are essential; Xero/CRM experience is advantageous.

Qualifications

• Experience in a similar finance role with sales and purchase ledger
• Ability to perform control account reconciliations and VAT basics
• Strong numerical skills and attention to detail, proficient in Excel

Responsibilities

• Process income from retail, fundraising and online giving platforms with complete and accurate records.
• Produce sales invoices, process purchaseInvoices and support supplier payment runs.
• Reconcile sales, purchase and control accounts, bank accounts and cards.
• Maintain supplier, donor and customer records and liaise with suppliers and funders to resolve queries.
• Apply budget, department and VAT coding and obtain authorisation for costs.
• Manage Gift Aid records and maintain an audit trail per HMRC requirements.
• Import payment and supporter data into the CRM and ensure finance and fundraising systems agree.

Skills

Sales ledger

Purchase ledger

Control account reconciliations

VAT knowledge

Excel

Education

AAT qualification

Tools

Xero

CRM systems

Job description

Job Title: Finance Assistant

Contract type: Permanent

Hours: 30 hours per week

Salary: £29,000 per annum FTE, (£23,200 per annum for 30 hours per week)

Location: The Shakespeare Hospice, Church Lane, Shottery, Stratford-upon-Avon, CV37 9UL

Office based with some flexibility to work from home

Closing Date: 1 November 2026

Would you like to use your finance skills to support an award-winning local hospice? The Shakespeare Hospice provides services and facilities for patients, carers and families across South Warwickshire and the surrounding areas. We are looking for a friendly, motivated and highly organised Finance Assistant to help keep our day-to-day financial administration accurate, efficient and well controlled.

About the role

Reporting to the Finance Manager, you will support income processing and a broad range of finance activities across the Hospice s retail, fundraising and operational services. You will work with colleagues, suppliers and funders to maintain accurate records, resolve discrepancies and ensure transactions are processed in line with Hospice procedures.

Key responsibilities

• Process income from retail shops, fundraising and online giving platforms, ensuring complete and accurate records.
• Produce sales invoices, process purchase invoices and support supplier payment runs.
• Maintain and reconcile sales, purchase and control accounts, bank accounts, credit cards and retail accounts.
• Keep supplier, donor and customer records up to date and liaise with suppliers and funders to resolve queries.
• Apply accurate budget, department and VAT coding and obtain appropriate authorisation for costs.
• Manage Gift Aid records and maintain an accurate audit trail in line with HMRC requirements.
• Import payment and supporter data into the CRM database and ensure finance and fundraising systems agree.

About you

You will have experience in a similar finance role, including sales and purchase ledger processes, control account reconciliations and a basic understanding of VAT. You will be confident using Microsoft Excel and other finance or database systems, with strong numerical skills and excellent attention to detail.

You will be able to organise competing priorities, meet deadlines, communicate clearly and work effectively both independently and as part of a team. Experience of Xero, CRM systems, charity finance, Gift Aid, or working in the voluntary or healthcare sector would be an advantage. An AAT qualification or similar is desirable but not essential.

Why join us?

This is an opportunity to bring your finance expertise to a valued local organisation and make a practical contribution to services supporting patients, carers and families. We are looking for someone who shares our commitment to accuracy, confidentiality, integrity and the Hospice s vision and values.

We can offer

• Competitive salary
• Generous annual leave entitlement 35 days including statutory bank holidays, rising to 37 days after 5 years continuous service and 39 days after 10 years continuous service (pro rata for part time)
• Contributory pension scheme
• Free on-site car parking
• Family friendly policies, including enhanced maternity, adoption and paternity pay
• Occupational sick pay
• Free 24-hour confidential advice and support via our Employee Assistance Programme
• Flexible working
• Staff Wellbeing Programme
• A comprehensive induction plan
• Training and development opportunities for staff where relevant to role
• Free eye tests

Candidates must be able to demonstrate their eligibility to work in the UK.

The Shakespeare Hospice reserves the right to close adverts early should we receive enough applications.

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