Finance Assistant

Castelan Group; Weston-super-Mare; On-site; GBP 22,000 - 32,000; Full time

Job summary

An established industry player is seeking a Finance Assistant to join their dynamic team. This role offers a unique opportunity to work in a supportive and inclusive environment where your contributions are valued. You will assist in producing warranty invoices, managing sales ledgers, and handling client queries, all while collaborating with a team that promotes personal growth and development. If you have a passion for numbers and thrive in a fast-paced setting, this position is perfect for you. Join the team and help drive success while enjoying a range of employee benefits and growth opportunities.

Benefits

23 days holiday + bank holidays

Access to Staff Social Activity Group

Pension scheme

Dress down Fridays

Free Onsite Parking

Charity fundraising activities

Employee Assistance Programme

Qualifications

• Comfortable with numbers and proficient in IT platforms.
• Experience with finance platforms is advantageous.

Responsibilities

• Assist in producing monthly warranty invoices and managing sales ledger.
• Handle client queries and support purchase ledger posting.

Skills

Methodical mindset

Proficiency in IT platforms

Strong knowledge of Microsoft Excel

Experience with Sage or finance platforms

Ability to work under pressure

Tools

Sage

Microsoft Excel

Job description

About Us

At Castelan we are the UK’s leading furniture repair experts and provide insurance, commercial and furniture care solutions tailor made that are trusted to meet the needs by the country’s top retailers, insurers, manufacturers, and leisure companies. We are building a dynamic team where every contribution matters from seasoned professionals whose expertise guide us, to bright new minds bringing fresh perspectives.

If you are looking for a rewarding career where you can make a tangible difference, and where you will be part of a welcoming team that values personal development, honesty and trust and innovation, we invite you to explore opportunities with us. Join our community, grow with us, and help us continue to bring comfort and quality to homes and businesses across the UK.

Do you have a passion for numbers and seek a dynamic role within a supportive and inclusive setting? Join us as a Finance Assistant and be part of a team where your skills and enthusiasm can add value. Embrace the opportunity to work in an environment that values your contributions and encourages you to excel.

Key Responsibilities

1. Assist in the production of monthly warranty invoices.
2. Manage the administration of the warranty sales ledger.
3. Handle warranty policy emails and client queries.
4. Support purchase ledger posting and payment allocation.
5. Perform credit checks on potential customers.
6. Collaborate with the credit controller to ensure best business practices for debt collection.
7. Load Underwriter and Premium bordereaux invoices onto Sales and Purchase Ledgers.
8. Reconcile Sales and Purchase ledger accounts.
9. Conduct RBS Finance sales ledger reconciliation.
10. Undertake other ad hoc tasks as required by management.

Experience And Technical Skills Required

1. A methodical and numeric mindset, comfortable with numbers.
2. Proficiency in various IT platforms and the ability to learn new systems.
3. Strong working knowledge of Microsoft Excel.
4. Experience with Sage or other finance platforms is advantageous.
5. Ability to work under pressure in an organised and methodical manner to meet deadlines.

Behavioural Core Competencies

1. Lead by example.
2. Seek to add greater value.
3. Take initiative and personal responsibility.
4. Strengthen relationships internally and externally.
5. Generate enthusiasm and energy.

Technical Skills

1. Systematic thinking.
2. Attention to detail.
3. Knowledge of systems and processes.
4. Numerically minded.

Why Join Us?

1. Inclusive Culture: We are committed to creating an inclusive environment for all employees.
2. Growth Opportunities: We support continuous learning and professional development.
3. Supportive Team: Work with a team that values collaboration and mutual respect.

Staff Benefits

1. 23 days holiday per year + bank holidays annual leave entitlement
2. Access to the Castelan Staff Social Activity Group
3. Pension scheme
4. Dress down Fridays
5. Free Onsite Parking
6. Charity fundraising activities
7. Access to Employee Assistance Programme with staff discounts, wellbeing, counselling, and advice resources.

If you are passionate about finance and thrive in a fast-paced, dynamic environment, apply to this exciting opportunity with Castelan.

How to apply

1. To apply for this role, please submit your CV and a cover letter outlining your relevant experience and qualifications through the platform, by midday on 21 April 2025.
2. You can apply through our Careers page https://castelangroup.bamboohr.com/careers. Applications via Indeed will not be monitored. Castelan is an equal opportunity employer, and we welcome applications from individuals of all backgrounds and experiences.

Due to the location of the role, you must be able to travel to and from our head office based in Weston-super-Mare. Unfortunately, we cannot accommodate sponsorship for Visa's at this time.