Finance Assistant - Part Time

Tate; England; On-site; GBP 26,000 - 27,000; Part time

Job summary

A well-established organization in Romsey is looking for a part-time Finance Assistant to support the Finance Manager with day-to-day financial management. The ideal candidate should have AAT Level 2 or equivalent and prior experience in finance. Responsibilities include managing accounts, performing reconciliations, and maintaining accurate bookkeeping. The role offers a competitive salary of approximately £26,000-£27,000 (pro rata) and various benefits like annual leave and on-site parking. Interested candidates should apply early as interviews take place on a rolling basis.

Benefits

25 days annual leave plus bank holidays (pro rata)

On-site parking

A supportive working environment

Qualifications

• AAT Level 2 (or equivalent) qualified or working towards it.
• Previous experience in a similar finance role.
• Strong communication skills, both verbal and written.
• Ability to work independently and as part of a team.
• Self-motivated with excellent attention to detail.
• Confident IT skills, including MS Excel; experience with Sage is an advantage.

Responsibilities

• Manage day-to-day accounts and administrative activities.
• Accurately record purchases, receipts, and payments.
• Perform bank reconciliations and ensure accounts are balanced.
• Support the Finance Manager with ad hoc accounting and reporting tasks.
• Maintain accurate bookkeeping records.
• Oversee pension receipts and maintain electronic notifications.
• Assist with monthly departmental accounts.
• Prepare half-year and year-end accounts.
• Enter monthly bank and petty cash expenses into Sage.
• Administer purchase invoices and maintain electronic files.
• File hard copy payment authorisations and receipts.
• Support annual budgeting processes.
• Contribute to the development of a property maintenance database.
• Provide general finance and administrative support as required.

Skills

AAT Level 2 (or equivalent)

Previous experience in a similar finance role

Strong communication skills

Ability to work independently and as part of a team

Self-motivated with excellent attention to detail

Confident IT skills

Education

AAT Level 2 (or equivalent)

Tools

MS Excel

Sage

Job description

Finance Assistant (Part-Time)

Location: Romsey
Salary: circa 26,000-27,000 per annum (pro rata)
Hours: 15-20 per week

Our client, a well‑established organisation that values its employees, is seeking a Finance Assistant to join their team on a part‑time basis. This role will provide essential support to the Finance Manager in the day‑to‑day management of the organisation's finances.

The company offers an attractive benefits package, including:

• 25 days annual leave plus bank holidays (pro rata)
• On‑site parking
• A supportive working environment

Key Responsibilities

• Manage day‑to‑day accounts and administrative activities
• Accurately record purchases, receipts, and payments
• Perform bank reconciliations and ensure accounts are balanced
• Support the Finance Manager and wider team with ad hoc accounting and reporting tasks
• Maintain accurate bookkeeping records
• Oversee pension receipts and maintain electronic notifications
• Assist with monthly departmental accounts, including data entry, reconciliation, and filing
• Prepare half‑year and year‑end accounts
• Enter monthly bank and petty cash expenses into Sage
• Administer purchase invoices, obtain authorisations, and maintain electronic files
• File hard copy payment authorisations and receipts
• Support annual budgeting processes with the Finance Manager and Department Heads
• Contribute to the development and maintenance of a property maintenance database
• Provide general finance and administrative support as required

You will need

• AAT Level 2 (or equivalent) qualified or working towards it
• Previous experience in a similar finance role
• Strong communication skills, both verbal and written
• Ability to work independently and as part of a team
• Self‑motivated with excellent attention to detail
• Confident IT skills, including MS Excel; experience with Sage is an advantage

If you have the skills and experience to succeed in this role, we'd love to hear from you.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.