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Service Charge Officer

Job in Caerphilly, Caerphilly County, CF83, Wales, UK
Listing for: United Welsh
Full Time position
Listed on 2026-08-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting Manager, Accounting & Finance, Financial Manager
Salary/Wage Range or Industry Benchmark: 26000 - 34000 GBP Yearly GBP 26000.00 34000.00 YEAR
Job Description & How to Apply Below

Please note, this Final date to receive applications at 12pm, midday, on Tuesday 11th August. We reserve the right to close this vacancy early if we receive a high volume of suitable applications.
Interviews planned 18th / 19th August.

Reporting to: Service Charge Lead

Broad purpose of the post

We are looking for a Service Charge Officer to provide an efficient, high quality and professional service for the administration of service charges across the organisation.

This role will involve managing all relevant costs and financial services, and making sure service charge financial data is maintained and up to date. We’re looking for someone with excellent numerical, analytical and interpersonal skills and a positive and creative approach to problem solving.

Key Accountabilities
  • Prepare and manage service charge budgets across all tenures
  • Prepare service charge increase notices and apply the annual service charge to resident accounts across all tenures
  • Maintain and update service charge information across all tenures
  • Make sure Eservice charges are budgeted and charged fairly and in accordance with relevant legislation, regulatory requirements, and good practice
  • Assist with the preparation of service charge calculations for new schemes
  • Monitor and forecast monthly income and costs against budget
  • Identify potential overspends and work with relevant staff to remedy
  • Identify and resolve areas of inconsistency in costs and apportionment of costs
  • Work with Celtic Horizons to ensure costs are correctly calculated, allocated and received in a timely manner
  • Work with relevant departments when issues are identified and keep accurate records of progress
  • Assist the income team when needed.
Personal Requirements
  • Excellent problem-solving, strong organisational skills and the ability to prioritise your workload
  • The ability to work on your own initiative with minimum supervision and able to deal with changing priorities to suit business needs
  • Good people and customer service skills.
  • Ability to find creative solutions to improve overall performance and deliver identified improvements.
  • Ability to produce statistical reports and information in a wide variety of formats.
  • Ability to analyse and interpret complex data.
  • Advanced level knowledge of Excel.
  • Excellent numeracy skills, with experience of using and working with financial data.
  • Strong customer focus, making sure customers’ needs are central to decisions that are made.
  • Resilient when faced with barriers and problems.
  • Experience working for a housing association or within a similar sector.
  • Experience in the estimating, calculating, budgeting, accounting and management of service charges.
  • Knowledge of the full Office 365 suite.
  • Advanced knowledge of housing and finance systems.
  • Accountancy or similar qualification.
  • Up-to-date knowledge of service charges and related legislation (including s.20).

Requirements within the essential criteria of the Personal Requirements will be used for shortlisting purposes. However, all of the criteria will be considered in the process of making an appointment.

Service Charge Officer

We are looking for a Service Charge Officer to provide an efficient, high quality and professional service for the administration of service charges across the organisation.

This role will involve managing all relevant costs and financial services, and making sure service charge financial data is maintained and up to date. We’re looking for someone with excellent numerical, analytical and interpersonal skills and a positive and creative approach to problem solving.

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