Finance Assistant

Finance Assistant

Stourport-on-Severn Full-Time 18400 - 21600 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the finance team with accounts, reconciliations, and audits in a dynamic environment.
  • Company: Join a growing organisation in Worcestershire focused on collaborative finance solutions.
  • Benefits: Enjoy a competitive salary, study support for AAT, and opportunities for career growth.
  • Why this job: Perfect for aspiring finance professionals seeking variety and a supportive team culture.
  • Qualifications: AAT Level 3 or 4 preferred; strong Excel skills and attention to detail are essential.
  • Other info: This is a trainee role with room for development and responsibility.

The predicted salary is between 18400 - 21600 £ per year.

Trainee Finance Assistant Location: Worcestershire (Office-based) Salary: £23,000 – £27,000 DOE Type: Full-time | Permanent Experience with Sage 50 and strong Excel skills preferred but not essential as this is a trainee role. I\’m working with a growing organisation in Worcestershire that is looking to appoint a Trainee Finance Assistant to support their busy finance team. This is a great opportunity for someone who has either recently completed (or is close to completing) their AAT Level 4 qualification and is looking for a varied role with room to develop and take on more responsibility, or somebody looking to do their AAT with study support. (The successful person would be expected to do their studies outside of their working hours) The team is collaborative and fast-paced, so would suit someone who enjoys working across multiple areas of finance and is confident building relationships with both finance and non-finance stakeholders. Trainee Finance Assistant Responsibilities: Assist with monthly management accounts, including journal postings and reconciliations Prepare and post accurate month-end journals (accruals, prepayments etc.) Complete daily and monthly bank reconciliations Assist with cash postings and employee expense processing Support with internal and external audit prep, including documentation and schedules Help manage the purchase ledger: matching invoices to POs, data input, reconciling supplier statements, and resolving queries Liaise with internal stakeholders regarding aged debt and cash collections Maintain and update finance process documentation Contribute to team projects and support wider finance activity as needed Trainee Finance Assistant Profile: AAT Level 3 or 4 (studying, qualified or open to study support for this) High attention to detail with a methodical approach to work Strong Excel skills (VLOOKUPs, PivotTables etc.) Familiarity with Sage 50 or similar accounting software is desirable Strong communication skills, both written and verbal Highly organised, able to prioritise tasks effectively in a deadline-driven environment Team player with a proactive, can-do attitude What\’s On Offer: Salary between £23,000 – £27,000 (depending on experience) Opportunity to grow into a more senior finance role as experience builds Supportive, collaborative team environment Full study support available for AAT or further qualifications Real variety in day-to-day responsibilities, with exposure to both transactional and month-end processes If you\’re an aspiring finance professional looking to take on a well-rounded role in a friendly and forward-thinking team, please apply or get in touch to find out more

Finance Assistant employer: Four Squared Recruitment Ltd

Join a dynamic and supportive team in Worcestershire as a Trainee Finance Assistant, where you'll have the opportunity to grow your career while receiving full study support for your AAT qualifications. Our collaborative work culture encourages personal development and offers a variety of responsibilities that will enhance your finance skills, making it an ideal environment for aspiring finance professionals seeking meaningful and rewarding employment.
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Contact Detail:

Four Squared Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Assistant

✨Tip Number 1

Familiarise yourself with Sage 50 and Excel before your interview. Even if experience isn't essential, showing that you've taken the initiative to learn these tools can set you apart from other candidates.

✨Tip Number 2

Brush up on your AAT Level 3 or 4 knowledge. Be prepared to discuss how your studies relate to the responsibilities of the role, as this will demonstrate your commitment to the finance profession.

✨Tip Number 3

Practice your communication skills. Since the role involves liaising with both finance and non-finance stakeholders, being able to articulate your thoughts clearly will be crucial during the interview process.

✨Tip Number 4

Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will highlight your ability to thrive in a fast-paced environment, which is key for this role.

We think you need these skills to ace Finance Assistant

AAT Level 3 or 4 (studying, qualified or open to study support)
Strong Excel skills (VLOOKUPs, PivotTables etc.)
Attention to Detail
Methodical Approach to Work
Familiarity with Sage 50 or similar accounting software
Strong Communication Skills (written and verbal)
Highly Organised
Ability to Prioritise Tasks Effectively
Team Player
Proactive Attitude
Experience with Monthly Management Accounts
Knowledge of Journal Postings and Reconciliations
Understanding of Bank Reconciliations
Ability to Assist with Internal and External Audit Preparation
Experience with Purchase Ledger Management

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Trainee Finance Assistant position. Understand the skills and qualifications required, such as AAT Level 3 or 4, and the importance of strong Excel skills.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any coursework or projects related to finance, especially those involving Excel or accounting software like Sage 50.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the finance industry. Mention your willingness to learn and grow within the team, and how your background prepares you for this trainee position.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in finance roles.

How to prepare for a job interview at Four Squared Recruitment Ltd

✨Showcase Your AAT Knowledge

Make sure to highlight your understanding of AAT Level 3 or 4 during the interview. Discuss any relevant coursework or projects that demonstrate your grasp of financial principles, as this will show your commitment to the role and your eagerness to learn.

✨Demonstrate Excel Skills

Even if you’re not an Excel expert yet, be prepared to discuss your familiarity with functions like VLOOKUPs and PivotTables. You could mention any practical experiences where you've used these skills, as it will reflect your ability to handle data effectively in a finance setting.

✨Emphasise Teamwork and Communication

Since the role involves liaising with both finance and non-finance stakeholders, share examples of how you've successfully worked in teams or communicated complex information clearly. This will illustrate your collaborative spirit and strong communication skills.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving abilities and attention to detail. Think of scenarios where you had to manage multiple tasks or resolve conflicts, and be ready to explain how you approached these situations. This will demonstrate your organisational skills and proactive attitude.

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