Finance & Banking Assistant, Finance Assistant

Finance and Facilities Assistant with Development Pathway to Finance and
Facilities Manager Vacancy

Role Type Permanent(non-advisory), full time (35 hrs per week) with hybrid working offered afterinitialtraining period.

Based at Claygateor Stockbridge

Position Reportsto Partner and Finance & Infrastructure Manager –Helen Ross

We are seeking an ambitious, motivated, and commercially minded individual to join our business as a Finance and Facilities Assistant on a structured three-year development pathway.

This is a unique opportunity for someone looking to build a long-term career in finance and business operations. It isa development role with a structured pathway over three years, intended to grow into broader ownership of finance operations, management information preparation, and business function leadership reporting directly into the Finance Committee.

AsFinanceand Facilities Assistant, you will support the day-to-day running of the finance function, ensuring accurate processing of financial transactions, timely reporting, and effective administration of core finance processes. Providing support to the facilities team, you will help to create and maintain a professional, safe and comfortable environment.

Reporting to the Finance and Infrastructure Manager, the role will collaborate closely with colleagues across the business to support purchasing, payments, reporting, and general finance administration.

The post holder will provide practical support across core finance processes and gradually take on increased responsibility as capability and confidence develops.

• Support all financial reporting in line with organisation and statutory deadlines. Including but not limited to; monthly payroll, administration of employee benefits, production of quarterly accounts, working with external accountant to complete year end filing, completion of financial returns.
• Assist with the preparation of management information, performance reports, budgets, and forecasts.
• Plan and manage all aspects of procurement.
• Process supplier invoices, expenses, and payment runs accurately and in line with agreed procedures.
• Maintain accurate financial records, ensuring transactions are correctly coded, filed, and supported by appropriate documentation.
• Support bank reconciliations, ledger checks, and routine month-end finance tasks.
• Act as a point of contact for finance-related queries from colleagues and suppliers.
• Support with facilities management, alongside asmall front of house team, ensuring a safe and professional working environment and access to appropriate equipment.
• Support compliance with finance policies, purchasing procedures, internal controls, and audit requirements.

Leading to:

• Contribute to process improvement, system usage, and efficient ways of working across the finance function.
• Finance management including creation of budgets and the provision of data to the board to enable a clear understanding of the firm’s financial position at any required point in time.
• Develop and enhance management information processes.
• Ownership of the finance and facilities function reporting directly into the Finance Committee.

The role is designed to develop in line with business needs and the post holder’s capability:

• Phase 1: 0–12 months – Support core finance administration, transactional processing, document management, reconciliations, and routine reporting.
• Phase 2: 12–24 months – Take ownership of regular monthly finance processes, contribute to management information preparation, and support budget monitoring.
• Phase 3: 24–36 months – Progress towards Business Function Lead responsibilities, including finance operations oversight, performance reporting, process improvement, and cross-business support.

We are looking for a candidate with a proven track record in management accounts with excellent interpersonal, time management and communication skills.

• Proven experience in an accountancy role, ideally within a financial planning or wealth management firm.
• Excellent leadership, communication, and stakeholder management skills.
• Strategic…