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- Tasks: Support the finance team with data entry, record maintenance, and invoice preparation.
- Company: Join EQ Accountants, a growing firm dedicated to helping SMEs succeed for over 20 years.
- Benefits: Enjoy competitive salary, 33 days leave, hybrid work, and continuous training opportunities.
- Why this job: Be part of a supportive culture that values your growth and offers hands-on finance experience.
- Qualifications: Interest in finance or administration; familiarity with Excel; strong attention to detail.
- Other info: Opportunity to contribute ideas for process improvements and participate in social events.
The predicted salary is between 27000 - 42000 £ per year.
Application Deadline: 30 May 2025
Department: Finance
Location: Dundee
Description
At EQ Accountants, we believe that at the core of our success is our people. We are more than just a team of financial experts; we are partners in our clients’ journeys. For over 20 years, we have taken pride in championing SMEs, delivering bespoke accounting solutions that drive growth and success for our clients. Our journey from a single office to 10 thriving locations reflects our unwavering commitment to excellence and we are now looking for a talented individual to join us and be part of our exciting growth story.
We are an employer who cares; where individuals are supported to reach their personal and professional goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.
There has never been a more exciting time to join EQ!
Role overview
As a Junior Finance Assistant, you’ll work with the Business Finance Manager and the Financial Controllers to maintain financial records and help keep track of the firm’s finances. You’ll play a major role in supporting the internal finance function to ensure that EQ is enabled to meet its financial commitments, that it complies with the financial rules governing the firm and that financial records are accurately maintained. Your ‘go to’ person is the Finance Manager, who will coach, support, and challenge you not only to succeed in your role but to realise your potential and career aspirations at EQ.
Key Responsibilities
- Data entry and processing – You’ll input financial data into systems like CCH and Xero, supporting with routine updates and monthly reporting tasks.
- Supporting direct debit processes – You’ll assist with setting up new mandates, logging collection activity, and ensuring accurate records in the system.
- Updating financial records – You’ll help maintain cash books and assist with posting fee receipts, reconciling bank transactions, and preparing daily summaries.
- Purchase ledger assistance – You’ll support with matching and clearing invoices, helping to post client disbursements, and preparing payment runs.
- Invoice preparation – You’ll help draft and send invoices, and support the monitoring and follow-up of outstanding payments.
- Credit card tracking – You’ll assist in coding receipts, recording transactions in Xero, and helping to issue statements to cardholders.
- Client account support – You’ll assist with tracking client and inter-account transfers, maintaining accurate records and flagging any discrepancies.
- General finance admin – You’ll support the team with general administrative duties, scanning and filing documents, organising data, and maintaining digital records.
- Learning and development – You’ll have the opportunity to build your knowledge and get involved in small finance tasks and projects as your confidence grows.
- Process improvement support – You’ll be encouraged to share ideas that could help improve the accuracy or efficiency of day-to-day finance tasks.
Our Ideal Candidate
- You’ll have an interest in finance, administration or data handling, and may have studied a relevant subject (e.g. business, admin, finance) at school or college.
- You’ll be comfortable using Microsoft Excel and willing to learn various accounting software applications.
- You’ll have strong attention to detail and a methodical approach to your work.
- You’ll be reliable, organised, and able to manage your time effectively with the support of your team.
- You’ll be a team player who communicates well and contributes positively to the working environment.
- You’ll be open to learning, receptive to feedback, and motivated to build your skills within a supportive team.
Why work for EQ?
We are an employer who cares; where individuals are supported to reach their personal and professional goals. At EQ, you’ll find a supportive environment where your goals are our goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.
With our recent growth, we have been able to deliver Phase Two of our benefits enhancement plan…and we are not stopping there!
When you join EQ you can expect:
- Competitive salary
- 33 days annual leave, with additional leave entitlements after three and five years' service
- Pension (up to 5% employee contribution, matched by EQ)
- Life insurance (4 x annual salary)
- 14 hours paid volunteering time
- Enhanced maternity pay
- Enhanced paternity/partner leave and pay
- Hybrid (one day working from home, following probation)
- Private medical cover (subject to conditions)
- Income protection
- EE Perks: 20% off your monthly plan, plus five additional codes for friends and family
- Continuous training and support
- Excellent work culture with social events throughout the year
If you’re passionate about people, driven by purpose, and excited to grow with a forward-thinking accountancy firm who are With You every step of the way, we’d love to hear from you.
Junior Finance Assistant employer: EQ Accountants, part of the Sumer Group
Contact Detail:
EQ Accountants, part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Finance Assistant
✨Tip Number 1
Familiarise yourself with the accounting software mentioned in the job description, such as CCH and Xero. Having a basic understanding of these tools will not only boost your confidence but also show your potential employer that you're proactive and ready to hit the ground running.
✨Tip Number 2
Brush up on your Excel skills, as it's a crucial tool for finance roles. Consider taking an online course or watching tutorials to learn about functions, data analysis, and financial modelling, which will help you stand out during the interview process.
✨Tip Number 3
Research EQ Accountants and their values thoroughly. Understanding their commitment to continuous learning and employee development will allow you to tailor your conversations during interviews, demonstrating that you align with their ethos and are genuinely interested in being part of their team.
✨Tip Number 4
Prepare to discuss your teamwork and communication skills, as these are essential for the Junior Finance Assistant role. Think of specific examples from your past experiences where you've successfully collaborated with others or contributed positively to a team environment.
We think you need these skills to ace Junior Finance Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Junior Finance Assistant role. Focus on any finance-related coursework, internships, or part-time jobs that demonstrate your interest and capability in finance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific aspects of EQ Accountants that resonate with you, such as their commitment to continuous learning and support for personal growth.
Highlight Relevant Skills: In your application, emphasise your proficiency in Microsoft Excel and any experience with accounting software. Detail your attention to detail and organisational skills, as these are crucial for the role.
Show Your Willingness to Learn: Express your eagerness to learn and grow within the finance sector. Mention any relevant courses or training you have undertaken, and your openness to feedback and development opportunities at EQ.
How to prepare for a job interview at EQ Accountants, part of the Sumer Group
✨Research EQ Accountants
Before your interview, take some time to learn about EQ Accountants. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Technical Questions
As a Junior Finance Assistant, you may be asked technical questions related to finance and accounting software like CCH and Xero. Brush up on your knowledge of these tools and be ready to discuss how you've used similar software in the past.
✨Showcase Your Attention to Detail
Given the nature of the role, attention to detail is crucial. Be prepared to provide examples from your previous experiences where your meticulousness made a difference, whether in data entry or financial record maintenance.
✨Demonstrate Your Willingness to Learn
EQ values continuous learning and development. During the interview, express your eagerness to grow within the company and your openness to feedback. Share any relevant experiences where you successfully adapted to new challenges.
