Finance Assistant (Hybrid working model) - Totnes - Devon

£22.5k per year plus £1,000 training allowance - Accountancy and Finance
Ref: 251 Date Posted: Wednesday 19 Jan 2022
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We are a busy charity providing financial administration and payroll services to individuals in receipt of direct payments from local authorities to fund their social and personal care.  Due to service expansion, we are seeking to recruit a Finance Assistant, within our Torbay division which currently supports some 500 clients with paying their carers – whether agencies or personal assistants.

This position would suit somebody who is part (or fully) AAT qualified looking to further their accounting career with fantastic training.  Whilst we are not necessarily looking for the finished article, you will be competent and proficient in basic accounting.  In addition, you will be a competent IT user including Excel, Outlook and Word and be able to work on your own initiative.

You will be expected to undertake the following

  • Training on the Charity accounts procedures and systems.
  • Creation and monitoring of customer ledger to ensure client’s invoices are raised and paid. Sending reminders and chasing debt where necessary.
  • Assisting with payments of invoices to agencies.
  • Ensuring that clients remain within their allocated budget.
  • Dealing with queries from clients, their carers/agencies and the relevant local authorities.
  • Maintaining client files to ensure accurate record keeping.
  • Processing weekly payment runs in a timely manner to ensure care is not disrupted for clients.
  • Production of reports for BACS payments.
  • Working closely with Local Council to ensure contribution payments are met by the clients.
  • Assisting with any other duties that or may arise from time to time.

Salary & Benefits

  • Salary: £22,500 per annum
  • Annual training allowance of up to £1,000, reviewable annually
  • Hours:  37.5 hrs per week, Monday to Friday (Hybrid Working Model will apply once probation has been completed)
  • Free, on-site parking.
  • 25 days holiday per annum
  • Company Pension Scheme
  • Workplace training will be given and, for a suitable candidate, training towards a professional qualification (AAT) may be offered.