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Finance Assistant Salary – up to £26,000
Start Date – Flexible
Close date – 15th May 2026
Location – Central Bristol
Our client occupies a unique, privileged position. They are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed.
Their mission is to support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human.
What You’ll Be Doing
- Oversee management of billing and disbursement ledgers for client accounts, including approving and posting slips for invoices
- Daily and monthly bank reconciliations
- Oversee the reconciliations of the individual balances of virtual accounts in their in house case management program
- Review and post bank payment slips to the correct bank nominal codes and platforms
- Supporting the month end processing
- Collaborating across teams to ensure a seamless client experience
- Contributing to continuous improvement and innovation in how they work
What They’re Looking For
Qualifications are desirable but not essential, they are looking for individuals with some of the following experience:
- Previous experience in a finance or administrative role
- Demonstrable experience in excel
The type of person you’ll be:
- A Strong communicator—clear, empathetic, and confident
- A proactive, solutions-focused individual
- Ability to work independently and as part of a collaborative team
- A passion for making a difference in people’s lives
What Our Client Can Offer You
- (up to) £26,000 per annum
- 25 days plus bank holidays, increasing annually to 30.
- Health Cash Plan – Cash back for Dental, optical, and other treatments
- Employee discounts across a range of products and services.
- Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy.
- Company pension scheme – matching up to 5%
- Income protection insurance
- Life assurance policy
- Enhanced family leave (upon completion of probation)
- Cycle to work scheme
- Employee Assistance Programme
Why join our client?
- A supportive, people-first culture
- Opportunities for growth and development
- A chance to make a real impact during life’s most challenging times
- Hybrid and flexible working options to suit your needs
Hiring Process – What To Expect
Our client likes to keep things clear and straightforward. Here’s what you can expect:
- Application review – Applications are reviewed on a rolling basis and you will be contacted when shortlisted
- First stage Interview – This is your competency based interview with the hiring manager.
- Final Stage – Meet more of the team and ask any final questions
- Feedback – You will be contacted following your interview, typically within 1 week.
Support – Our client wants everyone to feel comfortable and confident throughout the hiring process. If you have a medical condition or need any adjustments whether that’s for an interview or any part of the process—please let them know. They’re happy to have a conversation about how they can best support you.
Ready to apply?
If this sounds like the kind of place where you’d thrive, apply now and help shape the future of estate administration.
Equality, Diversity & Inclusion
Our client is committed to creating a workplace where everyone feels welcome, respected, and able to thrive. They believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience, nothing else.
They are proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything they do.
By applying for this role, you’re sharing your information with our client. They take your privacy seriously. To understand how they handle your data, please read their Privacy Policy, available on their website.
