Finance Assistant

Location: Wilmslow (Fully Office-Based)
Salary: Up to £30,000 per annum + discretionary annual bonus
Hours: Monday to Friday, 09 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.