Finance Assistant

About Us

At [Employer hidden — sign up to reveal], we occupy a unique, privileged position. We 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. You can find out more via https://www.kctrust.co.uk/about-us.

Our Purpose: 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 our 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 we work

What We’re Looking For

Qualifications are desirable but not essential, we 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 We 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 Us?

A supportive, people-first culture. Opportunities for growth and development. A chance to make a real impact during life’s most challenging times.

Where You’ll Be Working

Our office based at Spectrum House, Bond Street Bristol BS1 3LG

Hiring Process

• Application review – We review applications on a rolling basis and will contact you 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 – We will contact you following your interview, typically within 1 week
• Support – We want everyone to feel comfortable and confident throughout our 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 us know. We’re happy to have a conversation about how we can best support you.

Ready to Apply?

If [Employer hidden — sign up to reveal] sounds like the kind of place where you’d thrive, we’d love to hear from you. Apply now and help us shape the future of estate administration. For any queries you may have before applying please contact the recruitment team via [Employer hidden — sign up to reveal].

Equality, Diversity & Inclusion

At [Employer hidden — sign up to reveal], we’re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience—nothing else. We’re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do.

By applying for this role, you’re sharing your information with [Employer hidden — sign up to reveal]. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy, available on our website.

Job Overview

• Job status: Active
• Location: Bristol
• Hours per week: 37.5
• Salary: up to £26,000
• Attachment: Click to Download