At a Glance
- Tasks: Set up new customer accounts and ensure accuracy in documentation.
- Company: Join a reputable business known for developing its people.
- Benefits: Earn up to £30k, enjoy 25 days leave plus bank holidays.
- Other info: Collaborative environment where your ideas for improvement are welcomed.
- Why this job: Broaden your experience in a supportive finance team with growth opportunities.
- Qualifications: 2-3 years in Sales Ledger or Accounts Receivable, strong Excel skills.
The predicted salary is between 30000 - 30000 £ per year.
Not every sales ledger role is about chasing overdue invoices.
Sometimes it's about making sure things are done properly from the very beginning.
This role sits at the front end of the sales ledger process, where you'll be responsible for setting up new customer accounts, reviewing documentation, carrying out credit checks and making sure everything is accurate before an account goes live.
It's a role where attention to detail genuinely matters because getting it right first time makes life easier for everyone else.
You'll be joining a business with an excellent reputation for developing its people.
The finance team is collaborative, supportive and constantly looking for ways to improve processes, so if you enjoy finding better ways of working, your ideas will be welcomed.
You'll need around 2-3 years' experience in a sales ledger or credit environment, be comfortable working with Excel and have the confidence to communicate with colleagues across the business.
If you're organised, naturally inquisitive and enjoy working with data, you'll fit in well.
What you'll be doing
- Setting up new customer accounts and ensuring all information is accurate and complete.
- Reviewing customer documentation and carrying out credit and due diligence checks.
- Managing new account requests from initial enquiry through to approval.
- Maintaining customer records and updating account information when required.
- Monitoring a shared inbox and responding to queries from internal stakeholders.
- Working closely with finance, operations and risk teams to resolve issues quickly.
- Producing reports and tracking new account activity.
- Supporting projects to improve processes, systems and ways of working.
- Identifying potential risks and escalating where appropriate.
- Helping maintain the quality and integrity of customer data across the finance system.
What you'll need
- 2-3 years' experience in a Sales Ledger or Accounts Receivable role.
- Strong attention to detail with excellent levels of accuracy.
- Good Excel skills and confidence working with finance systems.
- Organisational and time management skills.
- The ability to prioritise a busy workload and meet deadlines.
- The confidence to build relationships across the business.
- A proactive approach with a willingness to learn and improve processes.
What's in it for you
- An annual salary of up to £30k (depending on experience)
- 25 days annual leave + bank holidays
If you're looking for a sales ledger role that offers more responsibility than simply raising invoices, this is a great opportunity to broaden your experience within a large finance function where there are genuine opportunities to develop your career.
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Sales Ledger Assistant in Leeds employer: Headstar
Headstar is an excellent employer that values accuracy and flexibility, making it an ideal workplace for those seeking a part-time role in finance. With generous annual leave and the opportunity to work flexible hours, employees can achieve a healthy work-life balance while contributing to a stable organization. The supportive work culture fosters professional growth, ensuring that your skills are recognised and developed in a meaningful way.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Ledger Assistant in Leeds
✨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 Headstar. 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 Sales Ledger Assistant in Leeds
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 Headstar.
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 Headstar'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 Headstar
✨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 Headstar.
✨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 Headstar 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 Headstar 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.
