Service Charge Finance Lead

Robertson Bell; England; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A prominent financial services organization in the UK is seeking a Service Charge Finance Lead to oversee the complete service charge cycle for a diverse property portfolio. The ideal candidate should possess strong technical skills, confidence in managing timetables, and experience in service charge processes within the housing sector. This role offers hybrid working, competitive salary, and a supportive environment with opportunities for professional development.

Benefits

Generous annual leave

Pension contributions

Access to professional development

Comprehensive rewards programme

Qualifications

• Strong understanding of service charge regulations and processes.
• Experience managing service charge timetables, estimates, and statements.
• Confidence working with financial data and reviewing detailed information.
• Experience in the housing association sector is desirable.
• Strong organisational skills with the ability to work to statutory deadlines.
• Excellent customer service and interpersonal skills.
• Advanced Excel skills.

Responsibilities

• Manage the full service charge process and act as the main point of contact for all service charge matters.
• Lead on annual service charge budgeting and review monthly actuals throughout the year.
• Produce accurate estimates and year end statements, ensuring income streams are correctly reported.
• Oversee service charge reconciliations and manage sinking funds.
• Handle stage one customer complaints and provide a responsive and supportive service.
• Review and process service charge data, ensuring accuracy and compliance.
• Support internal and external audit activity and contribute to process improvements.
• Work closely with colleagues to resolve queries and provide clear financial advice.
• Provide day to day oversight of service charge activities.

Skills

Service charge regulations

Financial data management

Organisational skills

Customer service skills

Advanced Excel skills

Job description

Service Charge Finance Lead Hertfordshire, hybrid working pattern, £40-45k

This is a great opportunity to play a central role in managing service charge activity for a large and varied property portfolio. You will take ownership of the full service charge cycle, from annual budget setting through to reconciliations and customer queries, while ensuring a smooth and compliant process that supports both residents and internal teams. This position suits someone with strong technical skills, confidence managing timetables, and experience overseeing service charge processes in a housing or property environment.

What you will do

• Manage the full service charge process and act as the main point of contact for all service charge matters across the organisation
• Lead on annual service charge budgeting and review monthly actuals throughout the year
• Produce accurate estimates and year end statements, ensuring income streams are correctly reported
• Oversee service charge reconciliations and manage sinking funds
• Handle stage one customer complaints and provide a responsive and supportive service
• Review and process service charge data, ensuring accuracy and compliance
• Support internal and external audit activity and contribute to process improvements
• Work closely with colleagues across the business to resolve queries and provide clear financial advice
• Provide day to day oversight of service charge activities with line management responsibility for the Service Charge Officer

Benefits and working pattern

This role offers a supportive environment with hybrid working, generous annual leave, pension contributions, access to professional development and a comprehensive rewards programme.

What you will need

• A strong understanding of service charge regulations and processes
• Experience managing service charge timetables, estimates and statements
• Confidence working with financial data and reviewing detailed information
• Experience in the housing association sector is desirable
• Strong organisational skills with the ability to work to statutory deadlines
• Excellent customer service and interpersonal skills
• Advanced Excel skills
• Experience supporting or managing colleagues is helpful but not essential

About the company

You will be joining an organisation that is committed to delivering transparent, compliant and customer focused service charge management. The team values collaboration, continuous improvement and a positive working culture where colleagues can develop and make a meaningful contribution.

If you are looking for a role where you can make a real impact, work with supportive colleagues and further develop your expertise in service charge finance, we encourage you to apply. We look forward to hearing from you.