Finance Assistant

Perthyn; Swansea; On-site; GBP 27,000 - 29,000; Full time

Job summary

A values-led organization in the UK is seeking a Finance Assistant to support their finance team. The role includes managing financial records, processing invoices, and ensuring compliance with procedures. Ideal candidates will have experience in finance, strong Microsoft Office skills, and a flexible team-oriented mindset. The organization offers competitive salary and comprehensive benefits.

Benefits

Pension Scheme

Employee Assistance Programme

Professional Development Opportunities

Recognition and Reward

Mileage Reimbursement

Exclusive Discounts

Additional day off for birthday

Qualifications

• Experience in a finance assistant or purchase ledger role.
• Strong Microsoft Office skills (Excel, Word, Outlook, Teams, PowerPoint).
• Excellent numeracy, literacy, and attention to detail.

Responsibilities

• Supporting purchase ledger and finance administration.
• Inputting data accurately and following financial procedures.
• Resolving queries and identifying issues early.

Skills

Experience in a finance assistant role

Strong Microsoft Office skills

Excellent numeracy and literacy

Attention to detail

Ability to prioritize workload

Professional stakeholder engagement

Flexible team-oriented mindset

Education

GCSEs in English and Maths

AAT study or qualification

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Teams

PowerPoint

Job description

Job Title: Finance Assistant

Hours: Full Time – 38 hours

Salary: £27,000 – £29,000 per annum

Vacancy Location: Office-based (Our office locations are: Cardiff, Swansea, Pembroke Dock, Talgarth, Shrewsbury, and Mansfield)

About Perthyn

At Perthyn, we’re proud to be a values-led organisation supporting adults with learning disabilities across Wales and England. Our mission is to empower people to live the lives they choose, and we do this by working together as One Team, with integrity, accountability, and a strong sense of belonging.

About the Role

Are you someone who enjoys working with numbers and solving problems?
Do you thrive in a busy, detail-focused environment where your work supports a wider purpose?

We’re looking for a Finance Assistant to join our welcoming and professional Finance team. This is a new role created as part of a departmental restructure, offering a fantastic opportunity to shape how we deliver financial support across the organisation.

You’ll be joining a supportive team of four, led by our Head of Finance, where collaboration and learning are part of everyday working life. Whether you’re processing invoices, resolving queries, or helping maintain accurate records, your work will help ensure Perthyn continues to operate responsibly and efficiently.

At Perthyn, we believe that every role has an impact. While you may not be supporting people directly, your work will help ensure our teams have the resources and systems they need to provide high-quality support, and that brings a real sense of fulfilment.

What You’ll Be Doing

• Supporting purchase ledger and finance administration
• Answering phones, composing emails and letters, and filing
• Inputting data accurately and following financial procedures
• Resolving queries and identifying issues early
• Working collaboratively with colleagues across departments
• Maintaining confidentiality and data protection standards
• Travelling as needed (a full UK driving licence and access to a vehicle is required)

What We Need From You

• Experience in a finance assistant or purchase ledger role
• GCSEs in English and Maths
• AAT study, part-qualified, or qualified by experience
• Strong Microsoft Office skills (Excel, Word, Outlook, Teams, PowerPoint)
• Excellent numeracy, literacy, and attention to detail
• Ability to prioritise workload and meet deadlines
• A professional, courteous approach to stakeholder engagement
• A flexible, team-oriented mindset

Desirable but not essential

• AAT qualification or business administration qualification
• Experience in the social or health care sector
• Knowledge of PowerBI and SharePoint
• Ability to speak Welsh

Your Rewards

• Competitive Salary – Reflecting your skills and experience.
• Pension Scheme – Helping you plan for the future.
• Employee Assistance Programme (EAP) – Confidential support for wellbeing, mental health, and financial advice.
• A Supportive and Inclusive Workplace – Where collaboration and belonging are at the heart of what we do.
• Professional Development Opportunities – Including advanced Excel training and involvement in cross-department projects to grow your career.
• Make a Real Difference – Be part of a values-driven organisation that impacts lives every day.
• All Equipment Provided – So you have everything you need to succeed.
• Mileage Reimbursement – For travel between offices.
• Exclusive Discounts – Access to savings through the Blue Light Card scheme.
• Recognition and Reward – Celebrating your achievements and contributions.
• Celebrate You – Enjoy an additional day of annual leave to celebrate your birthday.

The Next Steps

Ready to apply? Great! - Click Apply to submit your application.

Key Dates

• The advert goes live on 08/11/2025
• We’ll be shortlisting on 24/11/2025
• Interviews will be held on 3/12/2025 & 4/12/2025

DBS Disclaimer

This role requires a basic DBS check and full compliance with UK Safer Recruitment Guidelines.

Wales Applicants

We are proud to support the WeCare Wales initiative and share the vision set out in A Healthier Wales: Our Workforce Strategy for Health and Social Care — working together to build a motivated, engaged, and valued workforce across health and social care in Wales.

Job Description & Person Specification