Finance Officer

Penderels Trust; Anwick; Hybrid; GBP 19,000 - 24,000; Full time

Job summary

Penderels Trust is seeking a finance assistant for their Lincolnshire Appointeeships team. This role involves managing financial accounts of customers, ensuring accurate data input, and liaising with various departments for payment processes. It requires relevant experience and offers a full-time equivalent salary of £23,492 per annum, with flexible working options.

Qualifications

• Experience in finance/accounting environment required.
• Ability to manage workload and input accurate data.
• Flexibility and ability to meet deadlines essential.

Responsibilities

• Monitor and update customer account trackers.
• Liaise with DWP and local authority on customer benefits.
• Authorise payments as per Individual Budget Plans.

Skills

Data Entry

Teamwork

Attention to Detail

Communication

Education

GCSE Grade 'C' in English and Maths

Qualification in bookkeeping or accounting (desirable)

Tools

Microsoft Office

SAGE

Job description

Penderels Trust has an opportunity for someone to join our Lincolnshire Appointeeships team. You will be responsible for managing the financial accounts of our customers. The successful candidate will be joining a leading not-for-profit organisation that provides independent living services to people with disabilities and health care needs nationwide.

Location: Lincolnshire, NG34 9PF, Homeworking with one office day

Salary: The full-time equivalent is £23,492 per annum; the pro rata salary is £19,047 per annum.

Hours: 30 hours per week

Days & Times: Monday to Friday, 9:30am to 4:00pm

Closing date: Tuesday 15th July 2025

Interview date: TBD with candidates. Interviews may take place face to face or via video conferencing software. Further details will be discussed with applicants who are shortlisted, you will be contacted by email (please check your junk/spam folders).

The Role - Your main duties will include:

• Monitoring and updating customer account trackers (Data entry, processing money requests, reconciling against SAGE reports)
• Liaising with the DWP on matters relating to our customers benefits
• Liaising with the local authority and the Penderels Trust finance department in relation to invoicing and payment queries
• Authorising payments as stipulated in our customers Individual Budget Plans
• Identifying and resolving all queries effectively

Skills, Experience and Qualifications

We are looking for someone with the following attributes:

• Experience of working in a finance or accounting environment
• Ability to input and maintain accurate data records
• Ability to manage workload effectively
• Good working knowledge of Microsoft Office packages (including Word, Excel and Outlook)
• Excellent telephone manner
• Ability to work as part of a team and on own initiative
• Ability to work flexibly and to deadlines
• Hold minimum GCSE Grade 'C' or equivalent in English and Maths, a qualification in bookkeeping or accounting would be desirable.

We are a Disability Confident Employer and will offer a guaranteed interview to disabled candidates who meet the job specification.