Trust Finance Assistant

Tradewind Recruitment; Greater London; Hybrid; GBP 32,000 - 34,000; Part time

Job summary

SANZA Teaching Agency, Inner London, is recruiting a Trust Finance Assistant to join a central finance team within an education trust. The role supports day-to-day financial operations, processes invoices and payments, and helps maintain accurate records in a busy school environment.

The ideal candidate will have experience in finance or admin support, strong numerical skills, and proficiency with Excel. Part-time hours (22-30 per week) during term time, with flexible patterns considered, offer

Qualifications

• Experience in a finance or administrative support role.
• Good understanding of basic financial procedures and controls.
• Strong numerical skills with excellent attention to detail.
• Proficient with Microsoft Office, especially Excel.
• Experience maintaining accurate financial records and processing information.

Responsibilities

• Process supplier invoices, staff expenses, income and payments accurately and on time.
• Manage purchase and sales ledger administration, including PO creation and reconciliations.
• Prepare BACS payments and assist with banking transactions and reconciliations.
• Maintain contracts, asset and other financial registers with accuracy.
• Support monthly financial reporting, reconciliations and month-end processes.
• Assist with audit preparation and compliance with financial regulations.
• Respond to routine finance queries from staff, suppliers and stakeholders.

Skills

Numerical skills

Attention to detail

Excel proficiency

Organisational skills

Communication skills

Education

GCSE English & Maths (Grade 4/C or above)

AAT Level 2 or 3 (desirable)

Tools

Civica Financials

Job description

Trust Finance Assistant SANZA Teaching Agency | Inner London

SANZA Teaching Agency is currently recruiting a Trust Finance Assistant to join a central finance team within a well-established education trust in Inner London.

This is an excellent opportunity for an organised and detail-oriented finance professional with experience in finance or administrative support to join a busy education environment. The successful candidate will play an important role in supporting the day-to-day financial operations of the trust, ensuring accurate financial records and the efficient processing of transactions.

The Role

Salary: £32,112 - £33,993 (NJC Grade B, Inner London)

Hours: 22-30 hours per week, term time only

Working pattern: Flexible working arrangements will be considered. Candidates seeking alternative working patterns are encouraged to apply.

Location: Inner London

Start date: To be confirmed

Key Responsibilities

• Process supplier invoices, staff expenses, income and payments accurately and within agreed deadlines.
• Manage purchase and sales ledger administration, including purchase orders, invoice processing and supplier statement reconciliations.
• Prepare BACS payment runs and assist with banking transactions and bank reconciliations.
• Maintain accurate financial records, contracts registers and asset registers.
• Support monthly financial reporting, reconciliations and month-end processes.
• Assist with audit preparation and ensure compliance with financial regulations and procedures.
• Respond to routine finance queries from staff, suppliers and external stakeholders.
• Identify opportunities to improve financial systems and administrative processes.

The Ideal Candidate

• Previous experience in a finance or administrative support role.
• Good understanding of basic financial procedures and controls.
• Strong numerical skills and excellent attention to detail.
• Confident using Microsoft Office, particularly Excel and spreadsheets.
• Experience maintaining accurate records and processing financial information.
• Strong organisational skills with the ability to manage competing priorities and meet deadlines.
• Excellent communication skills and a professional approach when dealing with colleagues and suppliers.
• GCSEs in English and Maths (Grade 4/C or above), or equivalent.

Desirable

• AAT Level 2 or 3 qualification, or currently working towards a finance qualification.
• Previous experience within a school, academy trust or public sector environment.
• Knowledge of purchase ledger, sales ledger and banking processes.
• Experience using Civica Financials or similar finance systems.