Financial Assistant

Financial Assistant

Gloucester Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage invoices, customer accounts, and assist with financial reporting in a dynamic environment.
  • Company: A family-run business with over 40 years of industry expertise and a strong reputation.
  • Benefits: Competitive salary, pension scheme, study support, and 25 days annual leave plus bank holidays.
  • Why this job: Join a growing team and develop your finance career in a supportive atmosphere.
  • Qualifications: Experience in finance or accounting, strong Excel skills, and excellent communication.
  • Other info: Enjoy casual dress, free snacks, and regular company events.

The predicted salary is between 30000 - 35000 £ per year.

Job Title: Finance Assistant

Sector: Industrial

Location: Gloucester

Salary: £30,000 – £35,000 + Benefits

About the Business

A growing, family-run business with over 40 years of experience in their field. The company has built a strong reputation for combining industry expertise with exceptional customer service.

Following two acquisitions this financial year and ambitious buy-and-build growth plans, this is an exciting time to join their journey. As the business continues to expand, they are investing in their teams and offering fantastic opportunities to develop your career within a supportive and ambitious environment.

Key Responsibilities

  • Prepare and issue weekly sales invoices for trade and retail customers.
  • Raise and manage credit notes, ensuring strong controls are maintained.
  • Reconcile customer receipts daily to bank statements and agree remittances.
  • Respond to customer account queries via phone and email.
  • Chase overdue balances and process card payments from customers.
  • Produce and distribute monthly customer statements.
  • Set up new trade accounts, including performing credit checks.
  • Produce and monitor aged debtor reports and overdue balances.
  • Place customer accounts on hold where required.
  • Assist with monthly financial reporting, bank reconciliations, and cash flow monitoring.
  • Support payroll processing and cover purchase ledger as needed.
  • Contribute to wider finance tasks, including preparing subsidiary accounts.

Ideal Candidate Profile

  • Previous experience in finance or accounting (ideally in a similar role).
  • Proficient in Excel with strong attention to detail.
  • Excellent communication and customer service skills.
  • A proactive, “can-do” attitude with the willingness to learn.
  • Team player with the ambition to develop further within the finance function.

Benefits

  • Company pension scheme.
  • Study Support
  • 25 days annual leave + Bank Holidays.
  • Life assurance.
  • Free on-site parking.
  • Employee Health Cash Plan
  • Staff discounts.
  • Casual dress code.
  • Free snacks.
  • Regular company events.

How to Apply

For a confidential conversation, please connect with Jonny at Right Pear via LinkedIn or email him at jonny@rightpear.co.uk. Alternatively, apply directly via this advert and we’ll be in touch shortly.

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Financial Assistant employer: Right Pear

Join a thriving, family-run business in Gloucester that values its employees and fosters a supportive work culture. With over 40 years of industry expertise, the company offers excellent career development opportunities, a generous benefits package including study support and a casual dress code, and a commitment to employee well-being through health plans and regular events. This is an ideal environment for those looking to grow within the finance sector while contributing to a dynamic team.
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Contact Detail:

Right Pear Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Assistant

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at family-run businesses. A personal recommendation can go a long way in landing that interview.

Tip Number 2

Prepare for the interview by brushing up on your Excel skills and understanding common finance tasks. We want you to feel confident discussing how you can contribute to managing invoices and customer accounts effectively.

Tip Number 3

Show off your communication skills! Be ready to discuss how you've handled customer queries or resolved issues in the past. This role values excellent customer service, so let your personality shine through.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for proactive candidates who are eager to grow within our supportive environment.

We think you need these skills to ace Financial Assistant

Invoice Preparation
Credit Management
Bank Reconciliation
Customer Account Management
Communication Skills
Excel Proficiency
Attention to Detail
Financial Reporting
Cash Flow Monitoring
Team Collaboration
Problem-Solving Skills
Customer Service Skills
Adaptability
Proactive Attitude

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Assistant role. Highlight your relevant experience in finance or accounting, and don’t forget to showcase your Excel skills and attention to detail!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our family-run business and how your proactive attitude aligns with our team culture.

Show Off Your Communication Skills: Since this role involves responding to customer queries, make sure to demonstrate your excellent communication skills in your application. A friendly tone can go a long way!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates from us!

How to prepare for a job interview at Right Pear

Know Your Numbers

Brush up on your financial knowledge, especially around invoicing and reconciliations. Be ready to discuss how you've handled similar tasks in the past, as this will show your familiarity with the role.

Excel Skills on Display

Since proficiency in Excel is key for this position, prepare to demonstrate your skills. You might be asked about specific functions or how you would handle data analysis, so have some examples ready.

Customer Service Savvy

This role involves a lot of communication with customers, so think of examples where you've successfully resolved queries or managed difficult situations. Highlight your customer service skills during the interview.

Show Your Team Spirit

The company values teamwork, so be prepared to discuss how you've collaborated with others in previous roles. Share stories that showcase your proactive attitude and willingness to support your colleagues.

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