Finance Assistant - Allocations

Finance Assistant - Allocations

Entry level 20000 - 25000 £ / year (est.) No working from home possible
Creative Support Ltd

At a Glance

  • Tasks: Help manage finances by coding and allocating customer receipts accurately.
  • Company: Join a leading not-for-profit charity making a difference in social care.
  • Benefits: Full training, AAT qualification support, 25 days leave, and a probationary bonus.
  • Other info: Dynamic work environment with opportunities for career advancement.
  • Why this job: Be part of a passionate team and grow your career in finance.
  • Qualifications: Strong organisational skills, customer service experience, and good IT skills.

The predicted salary is between 20000 - 25000 £ per year.

Overview

Creative Support is a large and successful not‑for‑profit social care charity, supporting over 6,000 vulnerable adults nationally, and a provider of social housing.

This role is an opportunity to be part of our large finance team based in Stockport.

Your work will focus on identifying receipts into our bank accounts and ensuring that these are correctly coded and allocated on the customers’ accounts, as well as identifying any process changes that will improve our processes.

You will also be trained to work across a range of customer portals and be part of the team responsible for maintaining appropriate oversight of these portals.

Responsibilities

  • Identify receipts and ensure they are correctly coded and allocated on customers’ accounts.
  • Identify process changes that will improve current workflow.
  • Work across a range of customer portals and maintain oversight of these portals.

Qualifications

  • Well organised with strong customer service skills.
  • Good IT experience with particular emphasis on MS Excel.
  • Excellent accuracy and attention to detail.
  • Eligible to work in the UK; this post will not be open to sponsorship under the UKVI scheme and applicants with Skilled Worker visas will not be accepted.

Benefits & Development

  • Full training provided.
  • Opportunity to work towards an AAT qualification and a QCF Diploma in Health and Social Care.
  • Probationary bonus, pension contributions, 25 days annual leave, and company‑paid enhanced DBS.
  • Creative Support’s Development Pathway offers a structured induction and values‑led training to help staff grow from entry‑level to leadership roles.
  • Location

The head office is located in Stockport, close to transport links into Manchester City Centre with Stockport train station a 10‑minute walk away.

Vacancy Reference Number: 90541

Creative Support is a passionate, inclusive, and anti‑racist organization – Stonewall Diversity Champion, Disability Confident Employer.

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Finance Assistant - Allocations employer: Creative Support Ltd

Creative Support Ltd is an excellent employer, offering a supportive work environment in Stockton-On-Tees where you can thrive as a Temporary Receptionist & Admin. With a focus on employee growth through further training and career progression opportunities, alongside generous benefits like 20 days annual leave and a probationary bonus, we prioritise your professional development while fostering a friendly and collaborative culture.

Creative Support Ltd

Contact Details:

Creative Support Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Assistant - Allocations

Get Involved with Campus Finance Societies

Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!

Attend Industry Workshops and Webinars

Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Creative Support Ltd.

Leverage LinkedIn for Informational Interviews

Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.

Apply Directly through Company Websites

Don't just rely on job boards. Head directly to Creative Support Ltd's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!

We think you need these skills to ace Finance Assistant - Allocations

Customer Service Skills
MS Excel
Attention to Detail
Organisational Skills
Process Improvement
Data Entry
Bank Reconciliation

Some tips for your application 🫡

Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!

Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!

Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!

Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!

How to prepare for a job interview at Creative Support Ltd

Brush Up on Your Financial Knowledge

Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.

Show Off Your Analytical Skills

Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.

Demonstrate Your Team Spirit

As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.

Prepare Thoughtful Questions

Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.