Financial Assistant

Tribus People Recruitment; Exeter; Hybrid; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Hybrid working

Ongoing development opportunities

Job summary

A growing UK business is looking for a Finance Assistant to support day-to-day financial operations. You'll process invoices, maintain records, and assist with month-end tasks. Ideal candidates have experience with Microsoft Dynamics and other accounting software like Xero or QuickBooks. This full-time role offers hybrid working, a collaborative team environment, and opportunities for professional development.

Qualifications

• Experience in a relevant Finance Assistant role.
• Strong knowledge of Microsoft Dynamics for record maintenance.
• Experience with other accounting software like Xero, Sage, or QuickBooks.

Responsibilities

• Process invoices, payments, and credit notes.
• Maintain accurate supplier and customer records.
• Assist with journal entries and month-end reporting.
• Prepare payroll inputs and ensure compliance.

Skills

Experience in a Finance Assistant or Accounts Assistant position

Strong working knowledge of Microsoft Dynamics

Confident using additional accounting software

Strong attention to detail

Proactive and adaptable approach

AAT qualified or working towards it

Tools

Microsoft Dynamics

Xero

Sage

QuickBooks

Job description

Finance Assistant

Location: Exeter / Hybrid

Salary: Up to £35k DOE

About the Organisation

We’re supporting a growing UK business that’s looking to expand its finance function with a hands‑on Finance Assistant. The organisation is known for its supportive culture, collaborative team environment and steady, sustainable growth. This is a great opportunity for someone who enjoys variety in their role and wants to contribute to a business where their work genuinely makes a difference.

The Role

This is a broad and varied finance position where you’ll support the day‑to‑day running of the company’s financial operations. Working closely with the Finance Manager and wider team, you’ll take ownership of core transactional tasks, month‑end support and supplier/customer queries. It’s well suited to someone who is organised, accurate and enjoys being involved across all areas of finance within a growing business.

Key Responsibilities

• Process invoices, payments and credit notes
• Maintain accurate supplier and customer records
• Resolve queries with internal teams and external contacts

Banking & Reconciliations

• Reconcile bank accounts and credit cards
• Monitor cash flow and support the Finance Manager with daily financial updates

Month‑End Support

• Assist with journals and reporting
• Support budgeting, forecasting and year‑end tasks as required

Payroll & Expenses

• Prepare payroll inputs and staff expense processes
• Ensure all documentation is accurate and compliant

General Finance Administration

• Maintain financial documentation and filing systems
• Provide ad‑hoc support to the finance team as the business grows

What We’re Looking For

• Experience in a Finance Assistant or Accounts Assistant position
• Strong working knowledge of Microsoft Dynamics (essential) – confident navigating the system, maintaining accurate records and supporting day‑to‑day finance processes
• Confident using additional accounting software (e.g. Xero, Sage or QuickBooks)
• Strong attention to detail, accuracy and organisation
• A proactive, adaptable approach and willingness to learn
• Ideally AAT qualified or working towards it

Why You’ll Love This Role

You’ll join a friendly, down‑to‑earth team where your work has real impact. The role offers genuine variety, hybrid working and ongoing development as the business continues to grow. If you’re looking for a finance role where you can broaden your skills and feel supported while doing so, this is a great next step.

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Accounting/Auditing and Finance

Industries

• Business Consulting and Services