Service Charge Finance Lead - Hybrid & Budgeting

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

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.