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- Tasks: Support financial processes and improve data quality in a dynamic role.
- Company: Respected UK professional body at the intersection of government and private sector.
- Benefits: £29,000 salary, fully remote work, 24 days leave plus bank holidays.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a real impact on financial operations and system improvements.
- Qualifications: Strong admin skills, attention to detail, and experience with CRM or finance systems.
The predicted salary is between 29000 - 29000 £ per year.
Are you detail-oriented, organised, and confident working with financial and data systems? We’re looking for a Finance & Data Support Assistant to join a respected UK professional body working at the intersection of government, local authorities, and the private sector.
This is a varied and important role supporting financial processes, improving data quality, and helping modernise systems across the organisation.
About the RoleYou’ll play a key part in keeping financial operations running smoothly while ensuring data across our CRM systems is accurate and reliable. Working closely with the Head of Finance & Commercial, you’ll support invoicing, reporting, and system improvements that directly impact decision-making and member experience.
Key Responsibilities- Process invoices, payments, refunds, and support credit control
- Maintain accurate financial records and assist with reporting
- Ensure high-quality, consistent data across CRM systems
- Produce reports for internal teams and senior leadership
- Support system improvements and digital transformation (Xero & CRM)
- Work collaboratively across teams including Membership, Events, and Policy
- Respond to finance and data-related queries from members and stakeholders
- Strong administrative and financial processing skills
- Excellent attention to detail and data accuracy
- Experience with CRM or finance systems (e.g. Xero or similar)
- Confident communicator with a customer-focused approach
- Able to manage multiple tasks and work independently
- Proactive, solutions-focused, and keen to improve processes
- Experience in a membership organisation, charity, or professional body.
- Intermediate Excel or data analysis skills.
- Understanding of regulatory or licensing environments.
- Fully remote working with occasional travel for team meetings and annual conference
- 24 days annual leave + bank holidays
- Opportunity to contribute to system modernisation and process improvement
- Collaborative, supportive working environment
Finance & Data Support Assistant employer: Pearhill Ltd
Contact Detail:
Pearhill Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance & Data Support Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the finance and data sectors, especially those who work in organisations similar to the one you're applying for. A friendly chat can lead to insider info about the role and even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial processes and CRM systems. We recommend practising common interview questions and having examples ready that showcase your attention to detail and problem-solving skills.
✨Tip Number 3
Show off your enthusiasm for the role! When you get the chance to speak with the hiring team, let them know why you're excited about supporting financial operations and improving data quality. Your passion can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to our mission.
We think you need these skills to ace Finance & Data Support Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial processing skills and experience with CRM systems like Xero. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Finance & Data Support Assistant role and how your proactive approach can help us improve processes. Keep it concise but impactful!
Show Off Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their submissions are polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Pearhill Ltd
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key concepts related to invoicing, payments, and reporting. Familiarise yourself with common financial terms and processes, as this will show your confidence and understanding of the role.
✨Showcase Your Attention to Detail
Prepare examples that highlight your attention to detail, especially in data management. You might want to share a specific instance where you improved data accuracy or streamlined a process, as this aligns perfectly with the job requirements.
✨Familiarise Yourself with CRM Systems
If you have experience with Xero or similar finance systems, make sure to mention it! If not, do a bit of research on these tools and be ready to discuss how you would approach learning them quickly. This shows your proactive attitude towards system improvements.
✨Communicate Clearly and Confidently
As a Finance & Data Support Assistant, you'll need to communicate effectively with various teams. Practice articulating your thoughts clearly and confidently, especially when discussing how you would handle finance and data-related queries from members and stakeholders.