Finance Assistant

Tulip Recruitment; Wells; Hybrid; GBP 20,000 - 30,000; Part time

Job summary

A recruitment agency is seeking a motivated Finance Assistant to join an Operational Finance Team. This part-time role (22.5 hours/week) involves managing financial processes, resolving queries, and liaising with internal teams and external organisations. Candidates should have GCSEs, strong IT skills, and experience with accounts systems. Remote working is included with quarterly travel requirements.

Qualifications

• Experience working with computerised accounts systems.
• Understanding of GDPR requirements.
• Experience within housing, care, or similar finance environments.

Responsibilities

• Manage admissions, terminations, billing, and account reconciliations across multiple systems.
• Support customers with billing enquiries and liaise with external parties.
• Process all payments received, posting cash and benefits accurately.
• Raise and issue debtor invoices in line with agreed procedures.
• Reconcile postings, investigate discrepancies, and resolve issues.

Skills

Attention to detail

Communication skills

Customer service skills

Organisational skills

Ability to prioritise

Education

GCSE level (including English and Maths)

AAT qualification or relevant degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Overview

Finance Assistant. We are seeking a motivated and detail-oriented Finance Assistant to join our client’s Operational Finance Team. This is a key role ensuring that income is accurately and completely posted to the company’s finance, housing management, and care systems. You will play an important part in maintaining the integrity of financial data by resolving allocation queries, issuing invoices, processing payments, reconciling accounts, and providing credit control support. The role also involves close liaison with internal teams, care home managers, residents, families, and external organisations such as local councils and the NHS. This opportunity offers remote working with a requirement to travel to quarterly meetings in Andover and occasional travel to Dorset and Somerset. This is a part time position ideally working Monday to Wednesday, 22.5 hours per week.

Key Responsibilities

• Manage admissions, terminations, billing, and account reconciliations across multiple systems.
• Support customers with billing enquiries and liaise with external parties to ensure timely billing and payments.
• Process all payments received, posting cash and benefits accurately to accounts.
• Raise and issue debtor invoices in line with agreed procedures.
• Reconcile postings, investigate discrepancies, and resolve unposted or queried items.
• Administer Direct Debits, including recording and amending.
• Support the recovery of unpaid accounts in collaboration with the Income Recovery Team.
• Update fees and charges at the start of each financial year.

You'll be an organised and proactive individual with strong attention to detail and excellent communication skills. You'll be confident working with financial systems and comfortable managing multiple priorities in a fast-paced environment.

Essential criteria

• Educated to GCSE level (including English and Maths).
• Experience working with computerised accounts systems.
• Strong IT skills, including Microsoft Excel, Word, and Outlook.
• Ability to prioritise workloads and meet tight deadlines.
• Strong communication and customer service skills.
• Understanding of GDPR requirements.

Desirable

• AAT qualification or relevant degree.
• Experience within housing, care, or similar finance environments.