Finance Assistant

Finance Assistant – Whitetree

Whitetree, based in the Greater Bristol Area, United Kingdom, is looking for an ambitious Finance Assistant to support our Finance Business Partner while completing their AAT Level 4 Diploma in Professional Accounting.

Pay will be based on your skills and experience, discussed with your recruiter.

• Manage client invoicing, ensuring accuracy and timely issue through the accounting system.
• Prepare invoicing schedules and verify associated timesheet and expense data.
• Process supplier invoices and credit notes, ensuring accuracy and proper approval.
• Prepare weekly payment runs, reconcile outstanding amounts, and ensure payments meet agreed terms.
• Onboard new employees, suppliers, customers, and projects in the accounting system with complete documentation.
• Post monthly journals for accruals, prepayments, and other adjustments.
• Review employee expenses for policy compliance prior to approval.
• Produce basic financial reports to support management and internal reviews.
• Respond to finance queries and, when necessary, escalade complex issues.
• Support finance administration and record‑keeping, ensuring accuracy and compliance.

• Confidently manage routine finance processes with accuracy and attention to detail.
• Build a strong understanding of our accounting systems and procedures.
• Develop positive working relationships across the Finance team and wider business.
• Apply knowledge from your studies to real‑world finance tasks.
• Demonstrate initiative and ownership over your workload.

• Completed or currently studying AAT Level 3 is desirable.
• Previous experience in a finance, accounting or bookkeeping role.
• Experience using financial software such as Xero, Quickbooks, or Free Agent (Net Suite preferred but not essential).
• A love for learning.
• High attention to detail and accuracy with excellent communication skills.
• Strong self‑motivation, able to work independently, especially in a remote environment.
• Ideally located within a commutable distance to Bristol.
• Willingness and ability to work from home and travel, as required, to team and all staff meetings generally in the South West.
• Current right to live and work in the UK.

• 25 days annual leave, plus bank holidays and your birthday off.
• Flexible working arrangements with an early Friday finish (client‑dependent).
• 6% matched pension contributions.
• All‑staff annual bonus scheme.
• Private medical insurance for you, option to salary sacrifice for your family.
• Professional development support, including chartership, mentoring and training budget.
• 4 half‑days of paid time for charity work annually.
• £1,000 employee recruitment bounty.
• Electric car, cycle‑to‑work, tech salary sacrifice schemes and exclusive discount vouchers.

We are 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

We are subject to compulsory National Security Vetting. 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:

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Finance
• Industries:
  Business Consulting and Services;
  Defence and Space Manufacturing

Are you ready to join us? Click the apply button now or email  for more information.