Finance Assistant - Customer Facing in Edinburgh
Finance Assistant - Customer Facing

Finance Assistant - Customer Facing in Edinburgh

Edinburgh Full-Time 30000 - 40000 £ / year (est.) No home office possible
Change Recruitment

At a Glance

  • Tasks: Support customers with financial queries and provide guidance on accounting processes.
  • Company: Established tech company in Edinburgh, simplifying finance for small businesses.
  • Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
  • Other info: Dynamic role with a focus on customer interaction and problem-solving.
  • Why this job: Engage with clients and use your finance skills to solve real-world problems.
  • Qualifications: Finance knowledge from a degree or hands-on experience is essential.

The predicted salary is between 30000 - 40000 £ per year.

Change Accountancy Finance is delighted to be partnering with a long-term client as they look to recruit a Finance Assistant into their organisation. This is a unique opportunity offering a client-facing role, positioned in the heart of Edinburgh, where you will act as a key point of contact for customers—using your financial knowledge and systems experience to support and resolve a range of queries.

Company Overview

Our client is a well-established technology business headquartered in Edinburgh. The organisation specialises in developing software solutions designed to support small businesses and independent professionals. Since its inception, it has built a strong reputation for simplifying day-to-day financial administration through an intuitive and user-friendly platform.

Role Overview

This is a highly client-facing position, combining your finance knowledge—whether gained through a degree or hands-on experience—with customer interaction to help solve real-world problems. If you are looking for a varied, problem-solving role that allows you to utilise your financial expertise in a more engaging and client-focused environment, this could be an excellent fit.

Key Responsibilities

  • Act as the first point of contact for customers
  • Supporting clients via phone, email, and live chat
  • Provide guidance on accounting processes

Finance Assistant - Customer Facing in Edinburgh employer: Change Recruitment

As a Finance Assistant at our client’s well-established technology business in the heart of Edinburgh, you will thrive in a dynamic work culture that values collaboration and innovation. The company offers excellent employee growth opportunities, including ongoing training and development, while fostering a supportive environment where your contributions directly impact small businesses and independent professionals. With a focus on simplifying financial administration, this role not only allows you to utilise your financial expertise but also provides a rewarding experience as you engage with clients to solve real-world problems.
Change Recruitment

Contact Detail:

Change Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Assistant - Customer Facing in Edinburgh

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Finance Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by practising common questions related to finance and customer service. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.

✨Tip Number 3

Showcase your financial knowledge and customer service skills during interviews. Use specific examples from your past experiences to demonstrate how you've successfully resolved client queries or improved processes.

✨Tip Number 4

Don't forget to apply through our website! It’s a great way to ensure your application gets noticed, and we’re always looking for passionate individuals ready to make a difference in the finance world.

We think you need these skills to ace Finance Assistant - Customer Facing in Edinburgh

Customer Service Skills
Financial Knowledge
Communication Skills
Problem-Solving Skills
Experience with Accounting Processes
Technical Proficiency in Financial Software
Client Interaction
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Finance Assistant role. Highlight any customer-facing experience and financial knowledge you have, as this will show us you're a great fit for the position.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background aligns with our client's needs. Be genuine and let your personality come through—this is a client-facing role after all!

Showcase Your Communication Skills: Since this role involves a lot of customer interaction, make sure your written application demonstrates your communication skills. Keep your language clear and concise, and avoid jargon unless it's relevant to the finance world.

Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures we get your application in the best format. Plus, it shows us you're keen on joining our team!

How to prepare for a job interview at Change Recruitment

✨Know Your Numbers

Brush up on your financial knowledge before the interview. Be prepared to discuss basic accounting principles and how they apply to real-world scenarios. This will show that you’re not just a numbers person, but someone who can translate that knowledge into practical solutions for clients.

✨Customer Interaction Practice

Since this role is client-facing, practice your communication skills. Role-play common customer queries with a friend or family member. This will help you articulate your thoughts clearly and demonstrate your ability to handle customer interactions smoothly during the interview.

✨Research the Company

Familiarise yourself with the company’s software solutions and their impact on small businesses. Understanding their products will allow you to speak confidently about how you can contribute to their mission of simplifying financial administration for clients.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might ask about the team dynamics or how success is measured in this position, which can also give you valuable insights into what they value most.

Finance Assistant - Customer Facing in Edinburgh
Change Recruitment
Location: Edinburgh

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>