Are you looking to develop your accounting skills? Due to company growth we’re excited to offer a new opportunity for a Finance Assistant to work alongside our experienced Finance Business Partner while completing their AAT Level 4 Diploma in Professional Accounting.
As a Finance Assistant, you will gain experience across a wide range of finance and accounting tasks, from managing client invoicing to preparing financial reports.
Throughout your studying you’ll receive support from your online tutor, as well as our Finance Business Partner. This role is ideal for individuals who have already completed, or working towards, their AAT Level 3, as well as those with suitable experience in the finance sector.
To support effective collaboration, you will ideally live within a commutable distance to Bristol.
The Role
Reporting into the Finance Business Partner you’ll play an active role in the day-to-day running of our finance operations and contribute to meaningful work that supports both our clients and internal teams.
Your responsibilities will include:
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Manage client invoicing, ensuring accuracy and timely issue through the accounting system.
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Prepare invoicing schedules and verify associated timesheet and expense data.
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Process supplier invoices and credit notes, ensuring accuracy and proper approval.
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Prepare weekly payment runs, reconcile outstanding amounts, and ensure payments meet agreed terms.
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Onboard new employees, suppliers, customers, and projects in the accounting system with complete documentation.
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Post monthly journals for accruals, prepayments, and other adjustments.
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Review employee expenses for policy compliance prior to approval.
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Produce basic financial reports to support management and internal reviews.
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Respond to finance queries and escalate complex issues as needed.
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Support finance administration and record-keeping, ensuring accuracy and compliance.
In your first 3-6 months, success might look like:
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Confidently managing routine finance processes with accuracy and attention to detail.
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Building a strong understanding of our accounting systems and procedures.
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Developing positive working relationships across the Finance team and wider business.
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Applying knowledge from your studies to real-world finance tasks.
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Demonstrating initiative and ownership over your workload.
Skills & experience required
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Completed or currently studying AAT Level 3 is desirable.
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Previous experience in finance, accounting or bookkeeping role.
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Experience using financial software such as Xero, Quickbooks, or FreeAgent (NetSuite preferred but not essential).
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A love for learning.
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High attention to detail and accuracy with excellent communication skills.
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Strong self-motivation, able to work independently, especially in a remote environment.
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Ideally located within a commutable distance to Bristol.
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Willingness and ability to work from home and travel, as required, to team and all staff meetings generally in the South West.
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Current right to live and work in the UK.
About Us
We are Whitetree – a successful and growing multi-disciplinary consultancy, primarily supporting the Defence, Aerospace and Health sectors. It’s our people who set us apart. Our employees sit at the heart of everything we do, and we believe when people thrive, businesses do too.
Life at Whitetree
At Whitetree, we are proud to provide a collaborative and supportive environment in which you can grow and develop your career, with the chance to work alongside some of the best people in the industry.
We're proud to have recently become one of the select few Chartered Management Consultancies in the UK. This prestigious accreditation reflects our commitment to the highest standards of professional practice and ethical conduct in consulting. As part of our dedication to your professional growth, we're eager to sponsor suitable candidates on their journey to becoming Chartered Management Consultants themselves.
Whitetree’s success hinges on hiring great people and creating an environment where we can be happy, feel challenged, and do our best work. We hope that excites you enough to apply.
Our competitive benefits package includes:
Our Commitment to you
We're proud of our Silver Defence Employer Recognition Scheme Award, reflecting our commitment to fostering an inclusive environment and supporting diverse communities, including the Armed Forces.
Whitetree values the differences that a diverse workforce brings to the organisation and will not discriminate. We celebrate diversity and are committed to creating an inclusive environment for all applicants and employees, building a culture that values openness, fairness, and transparency.
We are a disability confident employer. If you have a disability or need any reasonable adjustments during the application and selection stages, please email
talent@whitetree.co.uk.
I don’t meet the criteria?
If you don’t meet the role criteria and are still interested in Whitetree careers, contact
talent@whitetree.co.uk.
Compulsory National Security Vetting
Whitetree jobs are subject to national security vetting. Your eligibility for Security Clearance may be affected by your place of birth, nationality, current or former citizenship, and any residency you hold or have held, or any time you have spent outside of the UK. Please check your eligibility: https://www.gov.uk/government/publications/dbs-national-security-vetting-solution-guidance-for-subjects
Are you ready to join us? Click the apply button now or email talent@whitetree.co.uk for more information.