At a Glance
- Tasks: Take charge of the finance function and manage day-to-day accounts.
- Company: Established insurance brokerage with a supportive work environment.
- Benefits: Competitive salary, flexible hours, and opportunities for career growth.
- Other info: Great chance to develop payroll knowledge as the role evolves.
- Why this job: Make a real impact while working closely with senior management.
- Qualifications: Experience in finance roles and strong organisational skills required.
The predicted salary is between 30000 - 32000 £ per year.
A well-established insurance brokerage based near Whitchurch is looking to recruit a Finance Assistant to take ownership of their finance function. Reporting directly to the Managing Director, with strategic support from an External Finance Director, you will be the sole finance professional within the business, taking full responsibility for the day-to-day running of the accounts function.
This is an excellent opportunity for an experienced transactional finance professional who enjoys working autonomously and wants to make a genuine impact within a growing business. You will be responsible for maintaining accurate financial records, ensuring strong cash flow, managing client money processes, and building positive relationships with customers while confidently managing overdue debt.
Payroll is currently outsourced; however, there are plans to bring this function in-house in the future, providing an excellent opportunity to broaden your responsibilities and develop your payroll knowledge over time.
Key Responsibilities:- Taking full ownership of the day-to-day finance function
- Managing the sales ledger and purchase ledger processes
- Proactively chasing overdue debt by telephone, email, and written correspondence
- Allocating incoming cash and reconciling customer accounts
- Completing bank and balance sheet reconciliations
- Preparing and completing client money calculations in line with FCA regulations and company procedures
- Processing supplier invoices and preparing payment runs
- Investigating and resolving customer and supplier account queries
- Supporting month-end processes and maintaining accurate financial records
- Producing financial information for the Managing Director and External Finance Director as required
- Supporting the transition of payroll from an outsourced provider to an in-house process and taking ownership of payroll administration as the role develops
- Previous experience within a standalone finance or accounts role
- Strong experience across transactional finance, including sales ledger, purchase ledger, reconciliations, cash allocation, and payment processing
- Confident and professional credit control experience, with the ability to chase overdue debt via telephone, email, and written correspondence
- Experience handling client money or working within a regulated environment would be advantageous
- Exposure to payroll would be beneficial, although full training will be provided as payroll is brought in-house
- Strong working knowledge of Microsoft Excel and finance systems
- Excellent organisational skills with the ability to prioritise workload and work independently
- Self-motivated with the ability to work independently and take ownership of the finance function
- Confident communicator with excellent relationship-building skills
- Strong attention to detail and high levels of accuracy
- Organised with excellent time management skills
- Professional, reliable, and trustworthy
- Positive, proactive, and comfortable working closely with senior management
If you are looking for a role where you can take ownership of the finance function, work closely with senior leadership, and broaden your responsibilities as the business continues to grow, this could be an excellent next step in your career.
We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Finance Assistant employer: NC Associates
Join a prestigious organisation in Blackburn as a Credit Controller, where you will enjoy a supportive work culture that prioritises employee well-being and growth. With hybrid working options, an excellent health scheme, and a generous pension plan, this role offers not just competitive pay but also a fulfilling work-life balance and numerous benefits to enhance your career journey.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Assistant
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like NC Associates often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at NC Associates.
We think you need these skills to ace Finance Assistant
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at NC Associates and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at NC Associates. A little light-heartedness can go a long way!
How to prepare for a job interview at NC Associates
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
