At a Glance
- Tasks: Manage day-to-day accounting and provide administrative support in a friendly finance team.
- Company: Join a charity making a real social impact across the North of the UK.
- Benefits: Enjoy 33 days holiday, pension contributions, private healthcare, and training opportunities.
- Other info: Flexible hybrid working with excellent career development prospects.
- Why this job: Be part of a team that supports vulnerable people while developing your finance skills.
- Qualifications: Passion for numbers and experience in finance or accounting.
The predicted salary is between 26462 - 26462 £ per year.
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Location: Hybrid/Office based in Kendal, Cumbria, LA9 6SA
Salary: £26,462.80 pro rata, per annum
Contract: Permanent
Hours: 24 hours per week
Advertising End Date: Friday 5th June 2026
Benefits - We Are Offering:
- 33 days holiday (pro rata including bank holidays) increasing with long service.
- Pension contributions into NEST Scheme.
- Opportunities to undertake qualifications related to the role.
- Private Health Care scheme funded by Oaklea.
- Free access to round the clock employee assistance program for advice and support.
- Long service award scheme.
- Access to foundation and bespoke training and development.
Are you passionate about numbers and want your work to contribute to real social impact? We're looking for a dedicated Finance Officer to join our friendly finance team at a charity that supports vulnerable people across the North of the UK.
About the Role:
The main focus of the role is to perform day-to-day accounting and administrative support within the Finance Department, with a focus on banking, purchase ledger and sales ledger.
Senior Finance Officer (Senior Officer) employer: The Oaklea Trust
As a Senior Finance Officer at our charity based in Kendal, you will be part of a supportive and friendly team dedicated to making a positive impact on the lives of vulnerable individuals across the North of the UK. We offer a range of benefits including generous holiday entitlement, private healthcare, and opportunities for professional development, all within a work culture that values employee well-being and growth.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Finance Officer (Senior Officer)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Oaklea Trust. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Finance Officer (Senior Officer)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Oaklea Trust.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Oaklea Trust's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Oaklea Trust
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Oaklea Trust.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Oaklea Trust will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Oaklea Trust employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
