Location: Wilmslow (Fully Office-Based)
Salary: Up to £30,000 per annum + discretionary annual bonus
Hours: Monday to Friday, 09:00 – 17:30 (37.5 hours per week)
About the Role
An excellent opportunity has arisen for a Finance Assistant to join a growing and dynamic finance team based in Wilmslow. This is a hands-on position offering exposure to a broad range of finance responsibilities, working closely with senior finance staff.
You will play a key role in maintaining accurate financial records, supporting daily finance operations, and contributing to the production of reliable financial information.
Key Responsibilities
- Bank reconciliations and posting daily transactions
- Maintaining and updating loan books
- Supporting month-end processes, including reconciliations to Sage 50
- Preparing redemption and borrower statements
- Assisting with monthly investor statements and quarterly reporting
- Supporting CRM system implementation and usage
- Liaising with internal teams and external stakeholders
Requirements
- Some experience in a finance or accounting role, or a strong interest in starting a career in finance
- Basic understanding of accounting principles
- Strong attention to detail and accuracy
- Confident using Microsoft Excel
- Proactive approach with a willingness to learn
- Positive attitude and strong work ethic
Experience within specialist lending is advantageous but not essential.
Benefits
- 24 days holiday plus bank holidays (increasing to 25 days after one year of service)
- Discretionary annual bonus
- Westfield Health cash plan
- 24-hour colleague assistance programme
- Birthday day off
- “Give Back” day
- Additional time off for key family events
- Regular team social events
- Office located close to Wilmslow train station
About the Company
This is a well-established and growing finance business specialising in short-term property lending across residential, semi-commercial, and commercial sectors. The company is known for its flexible and relationship-focused approach, with ambitious growth plans across the UK
