Finance Assistant

Trial Balance Consulting; Truro; Hybrid; GBP 22,000 - 26,000; Full time

Job summary

Join a high-profile financial services business as a Finance Assistant, offering a permanent position with blended working arrangements. You will handle bookkeeping, client reports, and management accounts while collaborating with a dedicated team and engaging with high net worth clients. The position provides exceptional benefits and a strong commitment to employee development.

Benefits

Generous holiday allowance

Exceptional pension scheme

Medical schemes

Intercompany career development opportunities

Qualifications

• At least 12-18 months of recent accounting experience in bookkeeping.
• Good communication and interpersonal skills are essential.
• Strong IT aptitude and sound MS Excel skills desirable.

Responsibilities

• Perform general bookkeeping using bespoke accounting software.
• Prepare client reports and invoice statements.
• Assist client managers in the preparation of management accounts.

Skills

Communication

Interpersonal skills

IT aptitude

MS Excel

Education

AAT qualification (part/fully)

Tools

Bespoke accounting software

Job description

Social network you want to login/join with:

Finance Assistant – Exeter / Remote - £22-26,000

Trial Balance Consulting have been reengaged by one of our longest standing clients, a high profile financial services business with a superb reputation for employee retention and development. They seek to recruit an experienced Finance/Accounts Assistant, a broad role that will work closely with the company’s portfolio of high net worth landlords and property investors operating throughout the UK. This is a permanent, full time opportunity and this employer promotes a blended working arrangement with flexible working hours to suit the successful candidate.

Working as part of a highly experienced team, this will be an important position within the property team and liaise closely with a range of clients. Key responsibilities to include:

- General bookkeeping using the company’s bespoke accounting software (full training provided)

- Client bank reconciliations

- Preparation of client reports and invoice statements

- Assisting client managers in the preparation of management accounts

- Monitor aged debtor and assist with credit control tasks where required

- Act as a first line of contact for client enquiries

- Ad-hoc project accounting tasks where required

For this role we seek a candidate with at least 12-18 months of recent gained accounting experience, ideally in a general bookkeeping capacity (either commercially or practice based). Candidate’s may be part/fully AAT or qualified by vocational experience. The role liaises regularly with a large portfolio of high value clients so excellent communication and interpersonal skills will be essential. The company uses its own bespoke accounting software where full training will be provided, but strong IT aptitude and sound MS Excel skills are desirable.

This is an employer that prides itself on employee development and offers exceptional benefits to include a generous holiday allowance, exceptional pension and medical schemes, and superb intercompany career development opportunity. For further details, including a comprehensive role specification, please apply to Dan Saunders quoting reference DS8307 as soon as possible.