At a Glance
- Tasks: Train and support our team on Xero, creating engaging materials and resources.
- Company: Join a leading UK provider of company formation and compliance services.
- Benefits: Competitive salary, hybrid working, and dedicated training from Xero.
- Other info: Exciting opportunities for career progression in a fast-growing company.
- Why this job: Be the go-to Xero expert and make a real impact in a growing division.
- Qualifications: Hands-on Xero experience and a background in accounting or bookkeeping.
The predicted salary is between 34000 - 40000 £ per year.
About 1st Formations
At 1st Formations, we empower entrepreneurs to start, run, and grow their businesses with confidence. Running a business shouldn’t be slowed down by company formation, statutory compliance, accounting, or payroll. From day one, these essentials should be seamless, reliable, and intelligently handled — freeing founders to focus on building and scaling. We’re a leading UK provider of company formation and compliance services, building a modern, fully integrated technology platform that supports founders at every stage of their journey.
The Role
We’re partnering with Xero to bring cloud accounting to our growing client base through our newly created Accounting‑as‑a‑Service division, and we’re looking for a Xero Accounting Specialist to become our in‑house Xero Champion. This is primarily an internal‑facing role. You’ll be responsible for making sure our team is confident and capable on Xero, through structured training, documentation, and learning materials. You’ll receive dedicated onboarding training directly from Xero, and from there you will own the platform internally.
Key Responsibilities
- Design and deliver structured Xero training for our internal team, including Onboarding Specialists, Customer Service, Customer Success, and Retention
- Create clear, accessible training materials tailored to non-accountants: guides, checklists, FAQs, and process documents
- Script and produce training videos to support self‑serve learning across the team and our clients
- Act as the first point of contact internally for Xero‑related questions and issues
- Build a library of scalable resources that reduce repetitive queries and support team independence
- Identify recurring gaps or questions and proactively create content to address them
- Deliver 1-2-1 Xero training sessions for premium or VIP clients where needed
- Monitor how the team is using Xero day‑to‑day and identify areas for improvement
- Stay current with Xero product updates and feed relevant changes back into training and documentation
What We’re Looking For
- Solid hands‑on experience with Xero: you use it regularly and know it well (Xero certification is a plus, but not essential if you have the practical knowledge)
- Part‑qualified (ACA/ACCA) accountant with background in bookkeeping, accounts, and a cloud accounting environment
- Experience as your firm’s go‑to Xero person: onboarding clients, answering questions, supporting colleagues
- Confident communicator who can explain Xero clearly to people with no accounting background
- Comfortable creating written content: guides, SOPs, training documents
- Interest in or experience with video production for training purposes
- Comfortable working in a small, fast‑moving team where things are still being built
What We Offer
- £34,000–£40,000 depending on experience
- Dedicated onboarding training from Xero
- A genuine opportunity to own something - this is a new division and a new role
- Hybrid working from our London office (3 days onsite; 2 days working from home)
- Real opportunities for progression as the business scales
- A culture that values ownership, impact, and continuous learning
Equal Opportunities
1st Formations is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We consider all applicants for employment without regard to race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, criminal history, disability, or gender identity. We encourage individuals from all backgrounds to apply. If you have a disability or special need that requires accommodation, please let us know.
Xero Accounting Specialist employer: 1st Formations
At 1st Formations, we pride ourselves on being an exceptional employer that empowers our team to thrive in a dynamic and supportive environment. With a strong focus on employee growth, we offer dedicated training from Xero, hybrid working options, and real opportunities for progression as we scale. Our culture values ownership, impact, and continuous learning, making it an ideal place for those looking to make a meaningful contribution while enjoying the benefits of a collaborative workplace in London.
StudySmarter Expert Advice🤫
We think this is how you could land Xero Accounting Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 1st Formations. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Xero Accounting Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 1st Formations.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 1st Formations's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 1st Formations
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 1st Formations.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 1st Formations will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 1st Formations employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
