Finance Assistant

Whitetree

Bristol

Hybrid

GBP 24,000 - 32,000

Full time

14 days+

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Benefits offered by this job

25 days annual leave

Flexible working arrangements

6% matched pension contributions

Private medical insurance

Professional development support

Electric car and cycle-to-work schemes

Electric car scheme

Cycle-to-work

Salary sacrifice options

£1,000 recruitment bounty

Job summary

A financial services firm in the Greater Bristol Area is seeking a Finance Assistant to support the Finance Business Partner while completing the AAT Level 4 Diploma in Professional Accounting. This entry-level role involves managing client invoicing, preparing financial reports, and maintaining compliance. The ideal candidate should have a keen attention to detail, previous finance experience, and strong communication skills. This position offers flexible working arrangements and generous benefits, including a matched pension and professional development support.

Qualifications

Confidently manage routine finance processes.
Demonstrate initiative and ownership over your workload.
Build strong understanding of accounting systems.
A love for learning.
High attention to detail and accuracy with excellent communication skills.
Strong self-motivation, able to work independently, especially in a remote environment.
Ideally located within a commutable distance to Bristol.
Willingness and ability to work from home and travel, as required, to team and all staff meetings generally in the South West.
Current right to live and work in the UK.

Responsibilities

Manage client invoicing with accuracy.
Prepare invoicing schedules and process supplier invoices.
Post monthly journals and produce financial reports.
Prepare weekly payment runs, reconcile outstanding amounts, and ensure payments meet agreed terms.
Onboard new employees, suppliers, customers, and projects in the accounting system with complete documentation.
Post monthly journals for accruals, prepayments, and other adjustments.
Review employee expenses for policy compliance prior to approval.
Produce basic financial reports to support management and internal reviews.
Respond to finance queries and, when necessary, escalade complex issues.
Support finance administration and record‑keeping, ensuring accuracy and compliance.

Skills

Attention to detail

Communication skills

Self-motivation

Experience in finance or accounting

Remote work

Communication skills

Travel willingness

Education

Completed or studying AAT Level 3

Tools

Xero

Quickbooks

FreeAgent

NetSuite

Job description

Finance Assistant – Whitetree

Whitetree, based in the Greater Bristol Area, United Kingdom, is looking for an ambitious Finance Assistant to support our Finance Business Partner while completing their AAT Level 4 Diploma in Professional Accounting.

Base pay range

Pay will be based on your skills and experience, discussed with your recruiter.

Responsibilities

Manage client invoicing, ensuring accuracy and timely issue through the accounting system.
Prepare invoicing schedules and verify associated timesheet and expense data.
Process supplier invoices and credit notes, ensuring accuracy and proper approval.
Prepare weekly payment runs, reconcile outstanding amounts, and ensure payments meet agreed terms.
Onboard new employees, suppliers, customers, and projects in the accounting system with complete documentation.
Post monthly journals for accruals, prepayments, and other adjustments.
Review employee expenses for policy compliance prior to approval.
Produce basic financial reports to support management and internal reviews.
Respond to finance queries and, when necessary, escalade complex issues.
Support finance administration and record‑keeping, ensuring accuracy and compliance.

Success in the first 3‑6 months

Confidently manage routine finance processes with accuracy and attention to detail.
Build a strong understanding of our accounting systems and procedures.
Develop positive working relationships across the Finance team and wider business.
Apply knowledge from your studies to real‑world finance tasks.
Demonstrate initiative and ownership over your workload.

Skills & experience required

Completed or currently studying AAT Level 3 is desirable.
Previous experience in a finance, accounting or bookkeeping role.
Experience using financial software such as Xero, Quickbooks, or FreeAgent (NetSuite preferred but not essential).
A love for learning.
High attention to detail and accuracy with excellent communication skills.
Strong self‑motivation, able to work independently, especially in a remote environment.
Ideally located within a commutable distance to Bristol.
Willingness and ability to work from home and travel, as required, to team and all staff meetings generally in the South West.
Current right to live and work in the UK.

Benefits

25 days annual leave, plus bank holidays and your birthday off.
Flexible working arrangements with an early Friday finish (client‑dependent).
6% matched pension contributions.
All‑staff annual bonus scheme.
Private medical insurance for you, option to salary sacrifice for your family.
Professional development support, including chartership, mentoring and training budget.
4 half‑days of paid time for charity work annually.
£1,000 employee recruitment bounty.
Electric car, cycle‑to‑work, tech salary sacrifice schemes and exclusive discount vouchers.

Commitment to inclusion

We are proud of our Silver Defence Employer Recognition Scheme Award, reflecting our commitment to fostering an inclusive environment and supporting diverse communities, including the Armed Forces.

Whitetree values the differences that a diverse workforce brings to the organisation and will not discriminate. We celebrate diversity and are committed to creating an inclusive environment for all applicants and employees, building a culture that values openness, fairness, and transparency.

We are a disability‑confident employer. If you have a disability or need any reasonable adjustments during the application and selection stages, please email talent@whitetree.co.uk.

We are subject to compulsory National Security Vetting. Eligibility for Security Clearance may be affected by your place of birth, nationality, current or former citizenship, and any residency you hold or have held, or any time you have spent outside of the UK. Please check your eligibility: https://www.gov.uk/government/publications/dbs-national-security-vetting-solution-guidance-for-subjects

Position details