Finance Associate - Outsourced

Ballards LLP; Droitwich Spa; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working after probation

Job summary

Ballards LLP invites applications for an Outsourced Finance Associate to join our Business Services team in Worcester or Droitwich, with 60% office-based work. You will manage bookkeeping for a portfolio of SMEs using cloud accounting, deliver accurate reporting and maintain client relationships.

We support funded AAT Level 4 and future ACCA progression, with strong emphasis on professional development and a collaborative, people-first culture.

Qualifications

• AAT Level 3 or equivalent, studying or qualified.
• Previous practice or bookkeeping experience desirable.
• Strong Excel skills and Xero experience.
• Excellent attention to detail and organisation.
• Effective communication and relationship-building skills.

Responsibilities

• Manage day-to-day bookkeeping for a portfolio of clients.
• Process invoices, bank reconciliations and ledger maintenance.
• Prepare VAT returns and support MTD compliance.
• Assist with management accounts and month-end processes.
• Investigate anomalies and resolve client queries.
• Build strong relationships and deliver excellent service.
• Work with Xero and other cloud accounting systems.
• Support continuous improvement and identify efficiencies.

Skills

Excel

Attention to detail

Organised

Communication skills

Education

AAT Level 3 (or equivalent)

Tools

Xero

Cloud accounting software

Job description

Job Description – Outsourced Finance Associate

Department: Business Services – Outsourced Finance
Reports to: Client Lead / Senior
Office: Worcester or Droitwich – 60% office based

About Ballards:

At Ballards, we're more than accountants, we're trusted business advisers, strategic partners, and problem solvers. Since 1985, we've been helping ambitious businesses, charities, and private clients achieve sustainable growth through expert accountancy, tax, audit, and consultancy services.

Today, with over 150 talented colleagues across the Midlands, we're proud to be one of the region's fastest-growing independent firms. Our success is built on lasting relationships, exceptional client service, and a collaborative, people-first culture where everyone has the opportunity to make a meaningful impact.

What sets us apart is our integrated approach. Alongside our market-leading accounting and tax expertise, we provide specialist consultancy in technology transformation, talent strategy, and brand and digital marketing, enabling us to deliver innovative, forward-thinking solutions that help our clients succeed in an ever-changing world.

Joining Ballards means becoming part of a progressive and ambitious firm that invests in its people, encourages innovation, and supports professional development at every stage of your career. If you're looking to build your future with a firm where your ideas are valued, your development is championed, and your work makes a real difference, we'd love to hear from you.

The Opportunity

Join Ballards' growing Outsourced Finance team and become a trusted extension of our clients' finance functions. You'll support a diverse portfolio of ambitious SMEs using cloud accounting technology, delivering accurate financial information, management reporting and exceptional client service. This role is an ideal entry point for someone looking to build a long-term career in practice, with funded AAT Level 4 and future ACCA progression available.

Key Responsibilities

• Manage day-to-day bookkeeping and accounting for a portfolio of clients.
• Process purchase and sales invoices, bank reconciliations and ledger maintenance.
• Prepare VAT returns and support MTD compliance.
• Assist with management accounts and month-end processes.
• Investigate anomalies and resolve client queries proactively.
• Build relationships with clients and deliver excellent service.
• Work with Xero and other cloud accounting systems.
• Support continuous improvement and identify efficiencies.
• Study towards professional qualifications with full support.

About You

• AAT Level 3 qualified or studying (or qualified by experience).
• Previous practice or bookkeeping experience desirable.
• Strong Excel skills and confidence with cloud accounting software, particularly Xero.
• Highly organised with excellent attention to detail.
• Curious, proactive and eager to learn.
• Excellent communication and relationship‑building skills.

Why Ballards?

At Ballards we believe in 'The Speed of Knowing You'. We invest in people through structured development, approachable leadership, modern technology, flexible hybrid working after probation, and genuine career progression.