At a Glance
- Tasks: Support the finance team by managing invoices, timesheets, and project budgets.
- Company: Join an employee-owned B Corp that values people, planet, and profit.
- Benefits: Enjoy flexible hours, 22+ days holiday, and a supportive work environment.
- Other info: Part-time role with excellent career growth opportunities in a dynamic team.
- Why this job: Make a real impact in a creative design environment while developing your finance skills.
- Qualifications: Previous finance experience is a plus; strong attention to detail is essential.
The predicted salary is between 23400 - 30800 £ per year.
Our Finance Team of two supports the wider business by providing accurate financial information and meaningful KPIs that inform decision-making. A substantial part of the role is ensuring our financial information is up to date and accurate. This includes raising invoices promptly, processing purchase invoices, ensuring timely approval, and keeping Pleo credit card transactions fully reconciled with the correct receipts and descriptions.
As we work with a number of sub-consultants across our projects, you'll be responsible for checking that invoices agree with project budgets, ensuring suppliers are invoicing correctly and that costs are allocated to the appropriate projects. Timesheet management is another important aspect. Ensuring timesheets are completed accurately and on time allows us to prepare monthly billing, monitor project performance and identify Work In Progress (WIP).
You'll also assist with reconciling project fees between our project management system CMAP, and Xero, ensuring all fees, recharges and costs are posted to the correct projects and nominal ledgers. Cash flow is critical to any SME. The Finance Team is responsible for ensuring invoices are raised on time, outstanding debts are chased promptly, and cash flow is monitored regularly so the business can meet its financial commitments and continue to invest in its people and growth.
Alongside the day-to-day finance responsibilities, you'll support the wider business with project financial management. This includes helping project teams understand what has been invoiced, what remains to be invoiced, ensuring additional fees are captured within the project management system, and providing financial support to help projects perform successfully from start to finish.
Hours: Part-time position, of 22.5 hours per week, with distribution across the week to be agreed (7.5 hours per day maximum, and within the hours of 8am-6.30pm).
Location: Studio based, working as part of the wider team within a creative design environment.
Salary: £26-28k FTE
Key responsibilities
- Monitoring finance inbox and respond to queries
- Processing purchase invoices
- Helping keep Pleo Credit Card Transactions up to date
- Reconciling supplier and customer ledgers
- Credit Control
- Helping prepare month end Invoicing
- Finance Project Reconciliation
- Timesheet analysis
- Staff Expenses
- Bank Reconciliations
- Xero to CMAP (Project Management System) Reconciliations
- Assisting with ad hoc finance and administrative tasks
Experience
Previous experience in a finance assistant or similar role would be advantageous.
Practice Information
Planit is an Employee-Owned business, with each co-owner taking personal responsibility within their areas of expertise for the benefit of the team, and success of the practice as a whole. As an accredited B Corp, we prioritise people, planet, and profit equally, and welcome candidates who share these values. Balancing environmental and social considerations within purchasing decisions and financial management will be a pertinent facet of this role.
We support our team by providing benefits that include a minimum of 22 days holiday plus bank holidays and 3 Christmas closure days, flexible start and finish times, company pension, Employee Ownership Trust Bonus, enhanced maternity and paternity pay, Salary sacrifice cycle and EV car schemes, support with professional fees and CPD.
To apply for this role, please answer the application questions, and upload a copy of your CV. Candidates must be eligible to live and work in the UK. If you require sponsorship, please check your eligibility against the relevant criteria on the UK Government website before submitting your application. No agencies please.
Closing date: 14 September 2026
Finance Assistant in Altrincham employer: Plan:it
Plan:it is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London. With a strong emphasis on employee growth, we offer tailored development opportunities and a supportive environment for our team members to thrive. Join us to lead a passionate group of sales professionals and make a significant impact in the EMEA mid-market landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Assistant in Altrincham
✨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 Plan:it 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 Plan:it.
We think you need these skills to ace Finance Assistant in Altrincham
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 Plan:it 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 Plan:it. A little light-heartedness can go a long way!
How to prepare for a job interview at Plan:it
✨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!
