Transactions officer jobs

Salary: £43,082 per annum plus opportunity to earn up to 5% performance related pay

Contract: Full-time, permanent

Location: Hale Village, London, N17

Newlon Housing Trust is a successful charitable housing association and one of the major providers of new affordable housing in north and east London.

We have an opportunity for an experienced individual to join our Homeownership Services team and manage the day-to-day functions of homeownership services and transactions. You will provide a highly proactive and customer-focused resales and staircasing service, which will include remortgages, probate enquiries, freehold/leasehold disposals, solicitor enquiries, lease extensions/variations, and repossessions/forfeitures.

With proven experience and working knowledge in property transactions, residential conveyancing and a variety of homeownership products and current housing legislation, you will have a proven track record of providing customer service to a range of customers in a housing environment, along with good administration and IT skills and good planning and organisational skills with the ability to manage a large and varied workload.

In return, you can expect 27 days holiday, a non-contributory pension, excellent benefits and a flexi scheme.  You’ll also be working out of purpose-built offices that form part of the award-winning Hale Village regeneration project, and are situated just two minutes’ walk from the major transport interchange at Tottenham Hale.

For further information and details of how to apply, please visit our website via the apply button.

Closing date: 23:59 on Tuesday 25 August 2026

Interviews will be held in person at our offices in Hale Village on Wednesday 2 September 2026

Newlon Housing Trust is a charitable housing association and a committed Equal Opportunities employer. Applicants must be eligible to work in the UK.

No agencies please.

About us

National Energy Action (NEA) is the national fuel poverty charity. We have worked across England, Wales, and Northern Ireland for over 40 years, to ensure that everyone can afford to live in a warm, healthy home. 

Millions of households across the UK still face high energy bills, low incomes and poor energy efficiency. We work with frontline practitioners, companies, regulators and governments to support vulnerable clients, raise awareness and achieve enduring change. Our work tackles these challenges head-on, delivering practical support, influencing policy and improving lives.

Our values guide how we work every day — we make things happen, we put people first and we lead the way. These values come to life through our behaviours, including pulling together, owning the outcome and supporting one another.

Our teams are friendly, knowledgeable and passionate about what we do. We offer a supportive, rewarding workplace where you can build a meaningful career while making a real difference every day.

The Role

We are looking for a motivated and detail-focused Finance Officer to join our Support Services Directorate. You will play a key role in maintaining NEA’s financial systems, supporting accurate reporting and ensuring the organisation has the strong financial foundations needed to deliver its mission. 

This role offers an excellent opportunity to contribute to a respected national charity while developing your finance career in a supportive and collaborative environment.

What you’ll be doing

· Maintain accurate and up‑to‑date accounting records

· Process and review financial transactions, including invoices, journals and payments

· Support statutory compliance across areas such as PAYE, NI, VAT and Gift Aid

· Assist with monthly management accounts, reconciliations and annual financial statements

· Provide clear, accessible financial information to colleagues across NEA

· Contribute to improvements in financial systems, processes and controls

· Provide cover and support across the Finance Team when required

· Carry out general financial administrative tasks

Your work will directly support NEA's ability to operate effectively, meet statutory requirements and deliver high-quality services to households experiencing fuel poverty.

What you will need to succeed

You will bring:

· A minimum qualification of AAT Level 3

· Knowledge and experience of financial accounting software, Sage Payroll 50 or equivalent Payroll systems, and Microsoft Excel

· Experience of VAT, PAYE, NI and pension information/returns

· Strong organisational skills and the ability to work to strict deadlines

· The ability to communicate financial information clearly to non‑finance colleagues

· A commitment to professional development and NEA’s mission to end fuel poverty

Desirable:

· Knowledge of charity finance

· Understanding of fuel poverty and its impacts

· Experience within a support services environment

This is a hybrid role based at NEA’s Newcastle office, with a minimum of one day per week on site. 

Hybrid and home working are subject to necessary H&S and GDPR compliance checks. Post holders must be resident within the UK and be able to provide their Right to Work in the UK. 

What we offer

· £32,062 to £36,983 per annum (Levels 5-6, Points 18 – 25). New appointments will usually begin at the starting point of the scale. 

· 11½% non-contributory pension.

· 25 days annual leave plus 3 additional days between Christmas and New Year when our offices are closed.

· All public holidays.

· Flexible working arrangements including hybrid working.

· Enhanced family friendly payments.

· Employee Assistance Programme.

· Employee benefits platform.

Closing date:  12:00 noon – Monday 17 August 2026.

Interviews: Thursday 27 August 2026.

Please note that National Energy Action is not a sponsoring organisation. Therefore, the successful applicant must already possess the right to work in the UK or be able to secure the right to work in the UK independently.

Please note CVs will not be accepted as part of the application process.  No recruitment agency or advertising enquiries, please.

NEA is an equal opportunities employer. We welcome applications from all people with the necessary skills and experience. Charity Registration No. 290511.  Company Registration No:  01853927

Only shortlisted candidates selected for interview will be notified of the confirmed time and location of interview.

Main responsibilities include (but not limited to):

- Oversee the property portfolio of church buildings and manses

- Undertake transactions related to the properties as required

- Advise local church premises management teams on their responsibilities for the buildings in their care and Trust on major repair works required to church buildings

We are looking for someone who:

- Is educated to degree level and/or holds relevant professional qualifications

- Understands the legal requirements involved in property transactions

- Has experience of the charity sector

- Has empathy with the Church

- Has experience of managing a portfolio of properties

Reporting to the Head of Finance, and supporting our small talented highly talented Team your key tasks will be to:

· assist staff managing project finances ;

·       support the development of donor project budgets;

·       take a principlal role in supporting financial compliance;

·       support IM to fulfil its accountability to funders 

You will be part or fully qualified, with at least 4 years’ progressive experience supporting charity financial management including budget compilation, donor reports and grant management.  With excellent MS Excel skills and experience of Sage 50 and ExpenseIn or similar systems, you will have outstanding attention to detail and excellent oral and written English communication skills.

We don't just want a dyed in the wool accountant, we also want someone with great interpersonal skills. You will be dynamic and keen to move to the next stage in your career, you are a problem solver with a GSOH who thrives in a small, fast-paced high-calibre international team where everyone pitches in. A demonstrable interest in international relations and peacemaking and / or experience of working in a conflict zone and additional languages would be highly desirable.

Applicants must have the right to work in the UK

Previous applicants need not apply again.

The Friendly Trust is a Wales-based registered charity providing specialist information, advice, and financial administration for disabled people and other vulnerable adults, and for families planning for the future of someone who may lack capacity. Our work is centred on the individual. We aim to protect people's rights, promote independence and ensure that financial arrangements support people to live the lives they choose.

Purpose of the Role

Trust Officers play a key role in delivering The Friendly Trust's services. 

The postholder will manage an allocated caseload, providing practical support, advice and financial administration to Service Users and their families. 

The role combines person-centred casework with welfare benefits, financial management, advocacy and multi-agency working. Trust Officers develop professional relationships with Service Users and use their knowledge, judgement and problem-solving skills to ensure that people's financial affairs are managed appropriately while promoting choice, independence and individual rights. 

Where a person may lack capacity to make a particular financial decision, the Trust Officer will ensure that their work reflects the principles and requirements of the Mental Capacity Act 2005 and any other relevant legal authority under which The Friendly Trust is acting. 

Key Responsibilities

Service User Support and Casework 

• Manage an allocated caseload of Service Users, taking responsibility for progressing work and responding appropriately to changing circumstances. 

• Build and maintain positive, professional relationships with Service Users, recognising their individual wishes, communication needs, abilities and circumstances. 

• Provide clear and accessible information, advice and practical support to Service Users, carers and family members on matters including welfare benefits, financial management, trusts and related issues. 

• Support Service Users to understand and participate in decisions about their finances wherever possible. 

• Promote choice, independence and control while ensuring that appropriate safeguards are maintained. 

• Meet with and visit Service Users and their families as required, including home visits and meetings with other professionals. 

• Identify concerns affecting a Service User's financial or wider wellbeing and take appropriate action, including raising safeguarding concerns where necessary. 

 

Welfare Benefits 

• Support Service Users to identify and access welfare benefits to which they may be entitled. 

• Assist with benefit claims, reviews and related correspondence. 

• Liaise with the Department for Work and Pensions, local authorities and other relevant organisations. 

• Identify apparent errors, underpayments or adverse benefit decisions and take appropriate action to resolve or challenge them. 

• Maintain and develop an appropriate working knowledge of the welfare benefits system relevant to the Trust's Service Users. 

 

Financial Administration and Appointeeship 

• Manage Service Users' day-to-day financial affairs where The Friendly Trust has been authorised to do so. 

• Act on behalf of The Friendly Trust in carrying out its responsibilities as a DWP Corporate Appointee where applicable. 

• Ensure that benefits and other income received on behalf of Service Users are used appropriately and in their interests. 

• Work with Service Users to create, implement and regularly review individual money plans and budgets. 

• Monitor income, expenditure, account balances and financial commitments. 

• Arrange payments and other financial transactions in accordance with organisational procedures and the authority under which The Friendly Trust is acting. 

• Identify and respond appropriately to changes in a Service User's financial circumstances. 

• Take reasonable steps to protect Service Users from financial abuse, exploitation and avoidable financial loss. 

• Ensure that financial decisions are properly authorised, recorded and capable of being accounted for. 

Mental Capacity and Decision-Making 

• Apply the principles of the Mental Capacity Act 2005 in relevant aspects of their work. 

• Recognise that capacity is decision-specific and should not be assumed solely because of a person's disability, diagnosis or circumstances. 

• Support Service Users to make their own decisions wherever they are able to do so. 

• Where a person lacks capacity for a particular financial decision, ensure that actions are taken in accordance with the appropriate legal authority and best-interests requirements. 

• Maintain clear records of significant decisions and the reasons for them. 

• Seek guidance from managers where a decision raises significant legal, financial, safeguarding or ethical concerns. 

Record Keeping and Compliance 

• Maintain accurate, clear, up-to-date and timely case records. 

• Use The Friendly Trust's case management and financial recording systems, including CasparGov, to record actions, decisions, financial information and outcomes. 

• Ensure that records meet organisational, legal, regulatory and UK GDPR requirements. 

• Handle personal and financial information securely and maintain appropriate confidentiality. 

• Work in accordance with relevant legislation, guidance, policies and procedures, including the Mental Capacity Act 2005, safeguarding requirements and, where applicable, Court of Protection guidance. 

Communication and Partnership Working 

• Communicate clearly, sensitively and professionally with Service Users, families, carers and professionals. 

• Adapt communication to reflect an individual's needs and level of understanding. 

• Prepare professional correspondence, including letters, emails, case records and reports. 

• Liaise effectively with organisations including the DWP, local authorities, health and social care professionals, housing providers, banks and other financial organisations. 

• Attend meetings concerning Service Users where appropriate and contribute relevant financial information and professional observations. 

• Advocate appropriately for Service Users where financial, benefit or related matters require resolution. 

Team Working 

• Work collaboratively with Trust Officers, administrative staff, managers and other colleagues. 

• Participate in the office duty rota, responding to telephone and face-to-face enquiries during designated duty sessions. 

• Provide reasonable cover for colleagues during periods of absence. 

• Share relevant knowledge and contribute positively to team discussions and problem-solving. 

• Participate in regular supervision, team meetings and organisational activities. 

Organisational Contribution and Development 

• Represent The Friendly Trust professionally when dealing with Service Users, families, external organisations and members of the public. 

• Participate in training and continuing professional development relevant to the role. 

• Maintain and develop knowledge relevant to their work, including welfare benefits, mental capacity, safeguarding and financial administration. 

• Contribute to the development and improvement of organisational policies, procedures and services. 

• Support The Friendly Trust's commitment to equality, diversity, inclusion, safeguarding and environmental sustainability. 

• Undertake other duties reasonably required by the Team Manager which are consistent with the nature and level of responsibility of the role.

Hybrid working

Following successful completion of probation, Trust Officers are able to work on a flexible hybrid basis, subject to the requirements of the service. 

Trust Officers are normally required to attend the Cardiff office for 2 x  two-hour duty sessions each week. 

Outside these duty sessions, staff have considerable flexibility regarding where they work, subject to Service User visits, meetings, training, team requirements and other operational needs. 

Person Specification

The Friendly Trust recognises that this is a specialist role and that candidates may bring relevant skills and experience from a variety of backgrounds. 

We do not expect every successful applicant to have detailed experience of every aspect of the role before joining us. Training, supervision and opportunities to develop specialist knowledge will be provided. 

Candidates should therefore consider how their transferable experience, knowledge, skills and values relate to the criteria below. 

Essential

Experience 

• Relevant experience of working with or supporting people in social care, welfare benefits, advocacy, housing, financial inclusion, community services or another related setting. 

• Experience of working with disabled people, vulnerable adults, carers or people requiring additional support. 

• Experience of managing competing tasks, responsibilities or a caseload/workload with an appropriate degree of independence. 

• Experience of maintaining accurate records and handling confidential information. 

Skills and abilities 

• Excellent interpersonal skills and the ability to establish positive professional relationships with people from a wide range of backgrounds. 

• Ability to communicate clearly and sensitively, both verbally and in writing. 

• Ability to explain potentially complex information in an accessible way. 

• Strong organisational and time-management skills. 

• Ability to prioritise work and respond appropriately when circumstances change. 

• Confidence working with figures and financial information, including budgets, income and expenditure. 

• Good problem-solving skills and the ability to exercise sound judgement. 

• Ability to work independently while recognising when advice, guidance or management involvement is required. 

• Ability to work collaboratively as part of a team and with external professionals. 

• Competent IT skills, including the ability to use Microsoft Office and learn case management and financial recording systems. 

• Level 2 qualification, or equivalent competence, in literacy and numeracy. 

Values and approach 

• A commitment to treating Service Users with dignity and respect. 

• An understanding of the importance of promoting choice, independence and individual rights. 

• An empathetic and non-judgemental approach. 

• Ability to maintain appropriate professional boundaries. 

• Commitment to equality, diversity and inclusion. 

• Understanding of the importance of confidentiality, safeguarding and accurate record keeping. 

Other requirements 

• Full driving licence and access to a car for work purposes. 

• Ability and willingness to undertake Service User visits and attend meetings as required. 

• Ability to attend the Cardiff office as required, including participation in the office duty rota. 

 

Desirable 

The following would be advantageous but are not required in every successful candidate: 

• Knowledge or practical experience of the welfare benefits system. 

• Knowledge of the Mental Capacity Act 2005 and its practical application. 

• Experience of financial administration, budgeting or managing money on behalf of another person. 

• Experience of DWP appointeeship. 

• Experience of advocacy or rights-based work. 

• Knowledge or experience of Court of Protection Deputyship, Lasting Powers of Attorney or other arrangements for managing another person's financial affairs. 

• Experience of working with people with learning disabilities, mental health needs, cognitive impairment or communication difficulties. 

• Experience of working with families and carers. 

• Experience of multi-agency working across health, social care, housing, benefits or other public services. 

• Experience of safeguarding adults. 

• Knowledge of CasparGov or comparable case management/financial administration software. 

• A relevant qualification in social work, health, social care, welfare rights, advocacy, finance or another related discipline. 

What We Offer

· A supportive, values‑driven working environment.

· Annual leave entitlement of 29 days plus bank holidays

· 6% employer contribution, with a minimum 2% employee contribution

· Opportunities for training and professional development.

· Flexible and hybrid working options (subject to service needs and probation).

· Employee wellbeing support.

Appointment and pre‑employment checks

• All offers of employment are subject to the receipt of satisfactory references. Two references will be requested, one of which should be from a current or most recent employer.
• You will need to demonstrate that you have a right to work in the UK.
• The successful candidate will be subject to an Enhanced Disclosure and Barring Service (DBS) check, due to the nature of the role and contact with vulnerable adults.
• Having a criminal record will not automatically prevent appointment. Any disclosures will be considered fairly, confidentially, and proportionately, in line with the Rehabilitation of Offenders Act 1974 and the DBS Code of Practice.

Job Title:Finance Officer - Financial Planning
Responsible To: Head of Financial Planning
Location: Home based. Opportunity of hybrid working at Head Office East Lulworth, Wareham, Dorset.
Salary:£30,000 - £38,000 (Grade 3) per annum depending upon experienceplus 8% employer pension contribution.
Hours: 37hours per week (1 FTE)
Contract:1-Year Fixed Term

Job Purpose

Reporting directly to the Head of Financial Planning you will support the planning, budgeting and monitoring process, ensuring a high standard of accurate reporting. You will work as part of the wider Finance team to provide assistance in other areas including receivables, grant administration, and year-end audit work. Your role will provide crucial capacity and support for the project to replace the finance system and review and implement new processes across Butterfly Conservation.

Main Responsibilities

1. Assist with maintenance of key reporting packs including Management accounts, Budgets, and Forecasts.
2. Assist with monitoring and reporting on Income and Expenditure.
3. Assist Grants Officer to monitor and report Income and Expenditure of Grants and Trusts.
4. Analyse, monitor and report on Project shortfalls and Chargeable services.
5. Assist with monitoring trends for profiling of income for Fundraising reports.
6. Assist in providing accurate Branch Management accounts.
7. Assist with year-end audit work including the preparation of schedules.
8. Working closely with the other Finance Officers to ensure accuracy of finance transactions and posting to be completed in a timely manner.
9. Be part of the team implementing a new Finance system and supporting processes.
10. Provide support and cover for other team members as required.

General

• Promote BC’s values (Excellence, Passionate, Inspiring, Collaborative) ensuring they are adopted in all aspects of the role.
• Undertake any other reasonable duties as required and commensurate with the grade of post.
• Undertake all duties and responsibilities in compliance with the rules and regulations encompassing equal opportunities to help foster a diverse workforce.
• Work in accordance with BC’s policies, procedures, and codes of conduct.
• Actively participate in on-going professional development activities.

Candidates must have the right to work and be resident in the UK.

We reserve the right to close the vacancy early before the advertised closing date and time.

Closing date: 1 September 2026, 12pm.

Online Interviews will be held on 16 September 2026.

REF-230 249

Contract length: 6 months Fixed Term until 31/03/2027Hours: 21 hours per weekSalary: £26,100 per annum / pro-rataContract type: Hybrid based roleOffice Location: The Children's Society, Whitecross Studios, 50 Banner Street, London EC1Y 8ST

Benefits include but not limited to:

-36 days' annual leave (full-time), inclusive of flexible bank holidays, increasing with length of service

-Enhanced maternity/paternity leave

-We match up to 8% pension

-Free counselling service

-Opportunities to develop and widen your skills

-2 days of paid volunteering time per annum to support another part of the organisation

About us:The Children's Society has been helping children and young people in this country for over 140 years. We deliver essential local services that provide safe, trusted support to children and young people during times of significant need.

About the role:This role sits within our CEO's Office domain and Finance team.

We are currently looking for an ambitious and driven candidate to join our dynamic, ambitious team. A key part of this role will be your ability to build relationships with our stakeholders and provide efficient customer service.

Key skills and experience:

-Experience of accounts payable and accounts receivable. (Essential)

-Processing of accounting transactions (essential)

-Demonstrable work experience in performing supplier reconciliations (desirable)

The required skills and competencies for this role are:

-Ability to work well under pressure with excellent attention to detail (essential)

-High degree of numerical accuracy (essential)

-Organisational understanding and evidence (essential)

-Ability to work well under pressure (essential)

-Ability to communicate effectively with people at all levels (essential)

-Good IT skills and familiarity with Microsoft packages and finance systems (essential)

-Excellent teamwork and positive team player (essential)

-On-going process improvement (essential)

It would also be an advantage if you have any of the following skills and competencies:

-Intermediate/Excel: Using pivot tables. VLOOKUP to track financial data

-Accounting systems: Knowing platforms like Sage, Open Accounts or QuickBooks for daily ledger tasks

-Bookkeeping Knowledge: Understanding double-entry bookkeeping and financial reconciliations

Closing date: Midnight on 21st August 2026Interviews: 1st September 2026

The Children's Society is committed to safeguarding and protection of the children and young people we work with. As such, our safer recruitment process includes a Basic or Enhanced DBS check, 5 years of references, and additional vetting checks relevant to the role. We have a comprehensive range of policies and procedures in place to promote safeguarding and safer working practices across all areas of our organisation.In support of our commitment to diversity and inclusion, shortlisting is carried out on an anonymised basis. Personal details are hidden from the shortlisting panel, and candidates are referenced by a candidate number only. As part of this process, we ask that your CV is anonymised before submission - this means removing personal information such as your name, contact details, age, and any other identifying details.

AI tools can support your application but only when used appropriately. You're welcome to use them to improve clarity, structure, and research. However, overuse or misuse (e.g. inventing experience or using AI during assessments) may lead to rejection at any stage. We want to hear the real you - authenticity matters.IN3

Finance Officer (Income)
Salary: £36,000 per annum
Hours: 33.75 hours per week (Monday–Friday, 9.15am–5.00pm)
Location: Central London
Working Pattern: Hybrid – 3 days per week in the office initially, reducing to 1 day per week once established in the role
Contract: 12-Month Fixed-Term Contract (Maternity Cover)

Are you an experienced Finance Officer with strong income reconciliation skills and experience working with CRM or membership systems?

We're recruiting on behalf of a well-established professional membership organisation for a Finance Officer to join their collaborative finance team during an exciting period of systems transformation. This is an excellent opportunity for someone who enjoys working with financial data, investigating discrepancies, improving processes and taking ownership of reconciliations.
The organisation supports a large membership base and manages significant volumes of subscription and fee income, making this an ideal opportunity for someone with experience in membership, subscription or recurring income environments.

The Role

This position is predominantly focused on income accounting (70%), with a smaller purchase ledger/accounts payable element (30%).
Working closely with the Finance Leadership team, you will be responsible for managing high-volume income transactions, reconciling data across finance and CRM systems, investigating anomalies and supporting the organisation through a major CRM migration project. This is a hands-on role that would suit someone who is confident working independently, interrogating data, investigating discrepancies and identifying practical solutions.

Key Responsibilities

• Reconcile income across bank accounts, CRM and finance systems.
• Investigate and resolve reconciliation discrepancies.
• Process membership and subscription income.
• Manage direct debit collections, refunds and income allocations.
• Extract, analyse and interrogate CRM data and financial reports.
• Support the migration to a new CRM system.
• Process supplier invoices and support purchase ledger activities.
• Reconcile company credit card expenditure.
• Assist with month-end processes and finance administration.
• Maintain accurate financial and CRM records.
• Support wider finance projects and process improvements.

About You


You will be someone who enjoys working with large volumes of data and can confidently investigate issues, identify trends and propose improvements.
Experience dealing with membership fees, subscriptions, deferred income or similar recurring income streams would be highly advantageous.

Essential Skills & Experience

• Strong experience within an income-focused finance role.
• Significant experience of high-volume bank reconciliations and income reconciliations.
• Experience working with CRM, membership or customer database systems.
• Experience extracting, analysing and interrogating financial data.
• Experience reconciling transactions across multiple systems.
• Sage experience is essential.
• Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP.
• Purchase Ledger / Accounts Payable experience.
• Excellent attention to detail and problem-solving abilities.
• Ability to work independently and manage competing priorities.

Benefits Include

• Hybrid working with office attendance reducing to one day per week once established.
• 25 days annual leave plus bank holidays.
• Generous employer pension contribution.
• Private medical insurance.
• Employee discounts and wellbeing benefits.
• Professional development opportunities.
• Paid volunteering days.
• Supportive and collaborative team environment.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

The Role

As Finance & Tenancy Officer, you will be responsible for maintaining accurate financial records, supporting financial planning and reporting, and ensuring effective administration of tenancy-related income.

You will work closely with the COO, external accountants, residents, local authorities and colleagues across the organisation to ensure financial processes are accurate, efficient and compliant.

Make a Difference with Us

We are looking for an organised, proactive and detail-focused Finance & Tenancy Officer to join our team.

This is a varied and rewarding role that combines finance, administration and tenancy support. Working closely with the COO, you will play a key role in ensuring the smooth running of the charity's financial systems, producing accurate management information, supporting budgeting and payroll processes, and managing Housing Benefit and resident payment administration.

 We are looking for more than experience and competence. We are seeking a dynamic and enthusiastic individual who brings energy, initiative and a positive attitude to their work. The successful candidate will enjoy finding solutions, building strong relationships and contributing to the wider success of the organisation.

This role would suit someone who is adaptable, willing to get involved beyond their core responsibilities when needed, and keen to be part of a close-knit team that is passionate about changing lives.

If you enjoy working with numbers, building positive relationships and want to use your skills to support an organisation that makes a genuine difference to people's lives, we'd love to hear from you.

About Us

We are a values-led Social Enterprise CIC based in Aldgate, London, providing shared finance services to a growing client base of charities, CICs, and purpose-led organisations. Our services include bookkeeping, management accounts, payroll, VAT returns, and year-end financial accounts and Corporation tax.

Purpose of the post

We are seeking a capable and motivated Shared Services Accountant to help deliver high-quality finance services across a varied client portfolio. The role is ideal for someone with bookkeeping experience who wants to apply their skills in a mission-driven environment. It offers flexible hybrid working, combining remote work with time in our Aldgate office.

 

Role Overview

You’ll manage day-to-day bookkeeping and financial tasks for a range of clients, taking accounts to trial balance, supporting the production of management accounts, and handling VAT and payroll duties. You will work across platforms including Xero, QuickBooks, and Sage Payroll, and be a key part of our collaborative shared services team

Key responsibilities

• Maintain accurate financial records and ledgers for multiple clients
• Process purchase and sales invoices, journals, and bank reconciliations
• Prepare books to trial balance and assist with monthly management accounts
• Submit accurate VAT returns in line with HMRC deadlines
• Run payroll using Sage Payroll, including pension submissions
• Prepare and post journals (accruals, prepayments, depreciation)
• Maintain and reconcile fixed asset registers
• Respond promptly to client queries and provide excellent service
• Support the preparation of year-end accounts and audit documentation
• Contribute to improvements in finance systems and processes
• Liaise with colleagues to ensure effective delivery of shared finance services

 

Position in the organisation:

· The post holder will be required to work closely with Head of Finance and Group CFO

· The post holder will be required to liaise at senior levels externally

· The post holder will report to Head of Finance and Group CFO

General duties and key responsibilities:

· Support SEUK’s wider programme of activities where necessary, undertaking other duties as required

· Maintain commercial confidentiality about SEUK and partners’ activities

· Ensure the implementation of SEUK’s Code of Conduct, Health and Safety policy and Equal Opportunities policy in all areas of the work

· Attend training courses or take part in additional aspects of SEUK’s work that are relevant to the work as decided in conjunction with Head of Finance

· Ensure that all activities for which this post is responsible are carried out in accordance with SEUK’s policies, to the highest ethical standards and in accordance with legal requirements, best practice and external guidelines 

· Service own administrative needs, maintain transparent and up to date digital records of work

· Act as an ambassador for SEUK as appropriate

KPIs

· SLA Adherence: Ensure all client deliverables (e.g. payroll, VAT returns, supplier payments, month-end accounts) are completed accurately and on time, in line with each client’s specific SLA timetable.

· Timetable Management: Maintain and regularly update a shared timetable tracking all monthly, quarterly, and annual deadlines across clients.

· Transaction Accuracy: Maintain a <1% error rate across processing tasks including payroll, supplier payments, and VAT returns.

· Month-End Delivery: Complete month-end accounting tasks for each client within their agreed reporting timelines.

· Query Resolution: Respond to client finance queries promptly, aiming to resolve 90% within 3 working days.

· Client Satisfaction: Achieve high satisfaction ratings from clients through reliable, responsive service delivery.

· Process Improvement: Identify and contribute to at least 2 service improvements or efficiency initiatives per year.

Terms and conditions

• Permanent full-time post – 4-5 days, 28-35 hours a week.
• Family friendly, flexible/Hybrid working
• Salary – negotiable based on experience & qualifications
• Leave entitlement: 25 days plus bank holidays
• Location:  London (Aldgate)
• £200 personal development
• A six-month probationary period would apply
• Employers - 6% Pension Scheme or Salary Sacrifice Scheme

Kingston Carers’ Network is seeking a part-time Finance Officer to support the smooth running of our charity’s finance function.

Key Responsibilities

Working closely with the CEO, Treasurer and budget holders, you will help maintain accurate financial records, process income and expenditure, reconcile bank accounts, support payroll information and contribute to financial reporting, budgeting and year-end processes.

Who we're looking for

We are looking for someone organised, accurate and values-driven, with experience of managing day-to-day finance processes in a small or medium-sized organisation. Experience of Sage or a similar accounting package is essential, and charity finance experience would be an advantage.

For full details about the role and how to apply, please download the supporting documents below or visit our website by clicking the Apply button.

Closing date: Monday 17th August 2026.

Interviews: Commencing 31st August 2026.

About the Role

Reporting to the Head of Operations, you will be responsible for the day-to-day financial administration of the Trust, ensuring accurate financial records, timely processing of income and expenditure, budget planning and development, monitoring, and compliance with charity accounting requirements.

You will work closely with the Head of Operations, Trustees and external advisers, supporting financial planning, audit requirements, and governance. The role also includes providing Clerk support to the Board of Trustees, including attending up to four evening meetings each year.

This is an ideal opportunity for someone who enjoys working in a varied finance role within a small organisation where they can make a genuine contribution and see the impact of their work.

Why Join Us?

At The Frank Parkinson Yorkshire Trust, you’ll be part of a small organisation where your contribution is visible, valued and genuinely makes a difference. You’ll have the opportunity to influence how our finance function develops while supporting a charity that has served older people in Guiseley for generations.

What We Offer

· 25 days annual leave, increasing to 30 days with service (pro rata)

· Additional day off on your birthday

· Healthcare benefits

· Pension scheme

· Enhanced occupational sick pay.

· Free on-site parking

· Flexible working arrangements

· Training, professional development and support towards relevant qualifications considered.

· Opportunity to work in a friendly, supportive team with real autonomy.

Most importantly, you’ll have the opportunity to play a key role in ensuring the long-term financial sustainability of the Trust, helping us continue to provide safe, high-quality homes and services for older people within our community.

Your new company
My client is a small London-based charity.
Your new role
My role is Finance Officer on a 12-month contract basis. The role will be based full time in the office during the probationary period, moving to 3 days in the office after that. Duties will include, but are not limited to:
- Maintain accurate and up-to-date financial records, ensuring all transactions are recorded correctly and in a timely manner.
- Process purchase invoices and ensure accurate coding, authorisation and timely payment to suppliers. Invoices downloaded/requested, authorised and coded for all direct debit payments and for credit card payments.
- Prepare fortnightly supplier payment runs and process payments in accordance with organisational procedures.
- Process ad hoc manual payment and ensure authorisation and coding are financial records are maintained for audit purposes.
- Maintain accounts payable and accounts receivable ledgers.
- Assist with the management of grant payments, ensuring payments are made in line with approved budgets, cashflow requirements and forecasts.
- Manage the finance inbox and respond to internal and external queries in a professional and timely manner.
- Post other month-end journals
- Perform monthly bank reconciliations and investigate any discrepancies.
- Perform monthly debtor, creditor and balance sheet reconciliations, investigating and resolving variances where appropriate.
- Reconcile supplier statements
What you'll need to succeed In order to succeed, you will need previous experience in finance, as well as knowledge of financial software and Excel. If you were studying for the AAT qualification, this would also be beneficial.
What you'll get in return
In return, you will have the opportunity to work with a small but growing team in a pivotal role within the organisation.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Main Purpose of the Role

The Duty Officer plays a key operational role in ensuring the smooth running of the Friendly Trust’s office duty function. The postholder will be the designated lead for Office Duty sessions, acting as the first point of contact for calls, visitors, and day-to-day operational queries.

The role also provides structured support to a Trust Officer managing a caseload of Service Users requiring lower levels of support, assisting with administrative casework, financial monitoring tasks, and maintaining accurate records.

This post bridges administrative and frontline service delivery functions, enabling Trust Officers to focus on complex casework while maintaining high standards of responsiveness and record keeping.

Key Responsibilities

1. Office Duty (Primary Function)

• Take responsibility for the delivery of Office Duty sessions in line with the Office Duty Procedure.
• Manage incoming telephone calls, enquiries, and visitors, ensuring all interactions are recorded accurately.
• Maintain and update the Office Duty diary, including:
  • Recording calls, visitors, and actions taken
  • Logging outstanding actions for follow-up
  • Ensuring continuity between sessions
• Use CasparGov to record duty activity promptly and accurately.

· Monitor planned and ad hoc cash collections, ensuring compliance with The Friendly Trust's policies and procedures, checking requirements, and promptly identifying and escalating any issues or discrepancies.

• Carry out cash tin checks and ensure appropriate balances for ongoing sessions.
• Liaise with the Duty Team Manager where queries require escalation.

2. Service User Support

· Support a designated Trust Officer in managing a caseload of Service Users requiring lower levels of support

• Assist with routine financial administration tasks such as:
  • Monitoring transactions and basic budgeting support
  • Preparing information for review by the Trust Officer
• Maintain accurate records of activity in line with organisational and legal requirements.
• Draft basic correspondence and follow up routine requests.

3. Administrative and Operational Support

• Provide administrative support aligned with organisational systems and processes.
• Assist with:
  • Data entry and maintaining records
  • Processing documentation and correspondence
  • Supporting internal reporting and statistics
• Contribute to efficient office systems and processes.
• Support meeting preparation or coordination where required.

4. Communication and Team Working

• Act as a professional first point of contact for Service Users, families, and external professionals.
• Work collaboratively with Trust Officers, Admin, and managers to ensure seamless service delivery.
• Escalate queries appropriately while maintaining ownership of routine enquiries.

5. Organisational Contribution

• Work in line with the Friendly Trust’s values, policies, and procedures.
• Contribute to a positive, inclusive, and supportive working environment.
• Maintain confidentiality and comply with GDPR and safeguarding requirements.
• Undertake other duties appropriate to the role.

Person Specification

Essential Skills and Experience

• Excellent verbal and written communication skills, with the ability to communicate clearly, professionally and sensitively with Service Users, family members, colleagues and external agencies.
• Strong interpersonal, telephone and customer service skills, with a friendly, approachable and professional manner.
• Proven administrative experience, with strong organisational skills and the ability to manage a varied workload effectively.
• Ability to prioritise tasks, work to deadlines, manage competing demands and respond positively to changing priorities.
• Excellent attention to detail, with the ability to maintain accurate records and manage information confidentially.
• Experience of data entry, maintaining electronic databases and record management systems.
• Competent user of Microsoft 365, including Outlook, Word, Excel and Teams, and confident using databases and other IT systems.
• Ability to work independently using initiative, as well as collaboratively within a team.
• Positive, flexible and proactive approach to work.
• Empathy, patience and the ability to work sensitively and respectfully with vulnerable people and individuals from a wide range of backgrounds.
• Commitment to equality, diversity and inclusion, professional standards, confidentiality and data protection requirements.

Desirable Skills and Experience

• Experience working within the charity, voluntary, health or social care sectors.
• Experience of handling calls, front-line enquiries, reception duties or customer-facing services.
• Knowledge of issues affecting people with learning disabilities and their families.
• Knowledge of welfare benefits, financial administration or related support services.
• Experience of using case management, CRM or client record systems.
• Knowledge of CASPAR Gov or similar case management software.
• Experience of supporting the production of reports, statistics, monitoring information or management data.
• Experience of coordinating office systems, facilities or administrative processes.
• Basic financial administration experience, including invoice processing, cash handling and record keeping.
• Knowledge of information governance and records management practices.
• Good record of punctuality, reliability and attendance.

Personal Attributes

• Professional, trustworthy and dependable.
• Solution-focused, with a willingness to learn, develop and adapt.
• Able to maintain composure and professionalism when handling sensitive or challenging enquiries.
• Committed to supporting The Friendly Trust's mission, values and person-centred approach.
• Demonstrates sound judgement, discretion and a high level of integrity.