Finance Officer

Milestones Trust is a charity providing high-quality support to people with learning disabilities and mental health needs across the South West. We are proudly values-led, putting people at the heart of everything we do – including how we support our colleagues.

The Role

We are looking for a Finance Officer to join our Finance team based at our Head Office in Staple Hill, Bristol. This is an important role that contributes directly to the success of our services and the care of the people we support. It’s a hands-on position where you’ll work closely with operational teams and gain insight into how finance supports frontline services.

What you’ll be doing

• You will use your skills to improve processes and make a real difference to how we support vulnerable people with their finances.
• You’ll work closely with Service Managers to ensure timely and accurate monthly financial returns are completed, reconciled, and recorded on the finance system.
• You’ll also support the wider finance function across a range of activities.
• Provide advice and support to Service Managers on budget statements and queries.
• Assist in the production of monthly financial reports for homes and Trustees.
• Review and improve processes, introducing automation where possible, and provide clear guidance to operational staff.
• Support the Head of Management Accounts with housing benefit rent collection and annual price reviews.
• Contribute to the annual budget-setting process, including preparing non-pay budgets and analysing variances.

How we work at Milestones Trust

We’re looking for someone who takes ownership, works collaboratively, and assumes positive intent in others. You’ll share information openly, support colleagues during busy periods, and feel confident offering constructive challenge when needed. You’ll understand how your role contributes to the wider organisation and take pride in delivering high-quality work.

About you

This role would suit someone with experience in a finance or accounts environment. You’ll bring:

• GCSEs (or equivalent) in Maths and English, with strong communication skills and attention to detail.
• Good IT skills, particularly in Excel and Word.
• The ability to work independently and as part of a team.
• Strong problem-solving skills and a proactive approach.
• AAT qualification (or working towards it) – desirable.

Here at Milestones Trust, we recognise that without the hard work, commitment and passion of our staff, we wouldn’t be the charity we are today. That’s why we are committed to rewarding you with a competitive pay and benefits package including:

• 30 days’ annual leave, including recognised public holidays.
• Learning and development to support your career growth.
• Nationally recognised qualifications, from entry‑level care to management.
• Flexible working, with rotas provided in advance.
• Occupational Sick Pay after two years, increasing with service.
• Health Cash Plan after probation, offering at least £695 cashback for health treatments (dental, optical, therapies, maternity/paternity, prescriptions).
• Enhanced maternity and paternity pay.
• Free enhanced DBS check.
• Dayforce Wallet, giving you access to your earnings before payday.
• Employee referral scheme with financial rewards.
• Employee Assistance Programme from day one, offering confidential 24/7 support.
• Company pension scheme to help grow your retirement savings.

We pride ourselves with being able to offer staff opportunities to develop and progress their careers within the Trust. For an informal discussion about the job role please contact Maya Mtumbula on 07795454739.