Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage financial administration and bookkeeping for business clients with attention to detail.
- Company: Join a dynamic team focused on delivering top-notch financial services.
- Benefits: Gain valuable experience with full training provided in a supportive office environment.
- Why this job: Perfect for those passionate about finance, offering growth opportunities in a fast-paced setting.
- Qualifications: Minimum Maths & English GCSE at grade C or equivalent; bookkeeping experience preferred.
- Other info: Office-based role, Monday to Friday, 9am to 5pm; no remote work options available.
Trainee Finance Assistant
Job Summary:
The Trainee Financial Assistant has attained a specific set of skills to help manage the financial administration of the business clients, as well as a good organisational ability.
Working independently for large parts of the week, the role requires professionalism, accuracy and attention to detail.
They will be accountable for bookkeeping and financial administration of the business obligations daily, monthly, quarterly and annually. They will also be responsible for supporting Office Manager undertaking basic and routine administrative duties.
A strong desire to pursue a career in bookkeeping and financial management is essential.
Skills required
Minimum Maths & English GCSE at grade C (or equivalent) or above
Experience in a similar (ideally bookkeeping) role
A good knowledge of MS Office, in particular Word and Excel
Capacity to thrive in a fast–paced workplace
Possess an organised, methodical and systematic approach to work
Good telephone manner
Bookkeeping Responsibilities (full training will be provided):
Xero & Sage 50 Experience
All bookkeeping duties including purchase and sales ledger
Payroll Journals
Bank and credit card reconciliation
Raising and distributing invoices and monthly account statements
Credit control
Assist in VAT return preparations
Report generation (debtors, profit and loss, etc)
Administrative Duties:
Supporting the day to day running of the office
Answering the telephone and responding to email enquiries
Ordering supplies
Liaising with suppliers
This role is office based, Monday to Friday – 9am to 5pm. Please do not apply if you are looking to WFH or Hybrid.
If you have the required skills and this role sounds like you, do not hesitate to apply now!
Due to volume, we are sadly unable to respond to unsuccessful applications.
#J-18808-Ljbffr
Trainee Finance Assistant employer: Wise Monkey Recruitment ltd
Contact Detail:
Wise Monkey Recruitment ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Finance Assistant
✨Tip Number 1
Familiarise yourself with Xero and Sage 50, as these are essential tools for the role. Consider taking online tutorials or courses to boost your confidence and demonstrate your initiative.
✨Tip Number 2
Brush up on your bookkeeping knowledge, especially regarding purchase and sales ledgers. Understanding these concepts will help you stand out during any discussions in the interview.
✨Tip Number 3
Practice your organisational skills by managing a mock project or task list. Being able to showcase your methodical approach to work can be a great talking point in your interview.
✨Tip Number 4
Prepare to discuss your experience in fast-paced environments. Think of examples where you've thrived under pressure, as this is a key requirement for the role.
We think you need these skills to ace Trainee Finance Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any bookkeeping or financial administration roles. Emphasise your organisational skills and attention to detail, as these are crucial for the Trainee Finance Assistant position.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for pursuing a career in bookkeeping and financial management. Mention specific skills that align with the job description, such as your proficiency in MS Office and any experience with Xero or Sage 50.
Highlight Relevant Qualifications: Clearly state your GCSE qualifications in Maths and English, ensuring they meet the minimum requirements. If you have any additional certifications or training related to finance or bookkeeping, be sure to include those as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are essential traits for this role.
How to prepare for a job interview at Wise Monkey Recruitment ltd
✨Showcase Your Organisational Skills
As a Trainee Finance Assistant, you'll need to demonstrate your ability to stay organised. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously, highlighting your methodical approach.
✨Brush Up on Bookkeeping Basics
Even though full training will be provided, having a solid understanding of bookkeeping principles will set you apart. Familiarise yourself with terms like purchase and sales ledger, payroll journals, and bank reconciliation to show your enthusiasm for the role.
✨Demonstrate Your Proficiency in MS Office
Since the role requires good knowledge of MS Office, particularly Excel, be prepared to discuss your experience with spreadsheets. You might even want to mention any specific functions or formulas you are comfortable using.
✨Prepare Questions About the Role
Interviews are a two-way street. Prepare thoughtful questions about the company's financial processes or the team you'll be working with. This shows your genuine interest in the position and helps you assess if it's the right fit for you.