Finance Assistant

Get Grants Ltd; Devon and Torbay; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A non-profit organization in Dartington is seeking a detail-focused Finance Assistant to support finance-related tasks for clarity and compliance. The ideal candidate will hold an AAT Level 3 qualification and have experience in a similar role, particularly with Xero, Microsoft Excel, and financial reporting. You will process invoices, maintain accurate records, and ensure timely responses to financial queries. This position offers a Real Living Wage of at least £12.60 per hour along with 33 days of paid holiday.

Benefits

Real Living Wage of at least £12.60 per hour

33 days’ paid holiday per year

Fully funded DBS check

Access to employee assistance programme

Qualifications

• Experience in a similar financial role required.
• Ability to navigate deadlines and priorities effectively.
• Experience with grants or local authority funding is a plus.

Responsibilities

• Process invoices with high accuracy using financial software.
• Maintain clear financial records and ensure audit readiness.
• Prepare and present financial documentation and reports.
• Monitor expenses and ensure compliance with internal procedures.
• Resolve financial queries as a point of contact for staff and suppliers.

Skills

Attention to detail

Proactive communication

Financial reporting

Xero proficiency

Microsoft Excel

Education

AAT Level 3 qualification

Tools

Xero

ApprovalMax

Apron

Job description

Overview

Working hours: 37.5 hours per week, Monday to Friday 08.30-16.30

We’re looking for a detail-focused and proactive Finance Assistant to join us at Lifeworks Charity. You will support with all things finance-related, making sure our accounts stay accurate and our financial reporting is clear and compliant, allowing our services to focus on the people that we support.

Who we are

Since 1996, we’ve been empowering people with learning disabilities in Devon to achieve their dreams and build fulfilling lives.

We currently have 3 thriving services at Lifeworks

• College: providing education and life skills to 16–24-year-olds
• Sesame House: 24/7 care for 4 adults with learning disabilities
• Day Services: Consistent care and support throughout the year, school holidays and weekends

What you’ll do

• Process invoices with high accuracy using Xero, ApprovalMax and Apron, ensuring our suppliers are paid in a timely manner
• Support with the maintenance of clear financial records through reconciliations, ensuring we are always audit-ready
• Assist with preparing and presenting financial documentation and reports, such as statements, balance sheets and trackers
• Support with expense monitoring, ensuring that all claims are in accordance with internal procedures
• Act as a point of contact for staff, managers, and suppliers, working proactively to resolve any financial queries

Who we’re looking for

• You will hold an AAT Level 3 qualification and have experience in a similar financial role
• Experienced in IT, you will be able to evidence practical use of Microsoft systems (especially Microsoft Excel) as well as Xero; if you have also worked with ApprovalMax and Apron, this would be a strong advantage
• You’ll be detail-focused and ensure accuracy across all financial data
• You will be organised and proactive and be able to successfully navigate through deadlines and priorities
• A strong communicator and team player
• It would be advantageous if you have experience working with grants or local authority funding

Finally, it’s important that you share our passion for supporting people with learning disabilities to live full lives and our shared mission of equality and inclusivity.

When you join our team, you can expect

• A Real Living Wage of at least £12.60 per hour
• 33 days’ paid holiday per year
• A fully funded DBS check and update service
• Access to valuable resources, including an employee assistance programme

Lifeworks is committed to safeguarding and promoting the welfare of our service users. This role is exempt from the Rehabilitation of Offenders Act, and the successful candidate will undergo Safer Recruitment checks. We may also conduct online searches on the successful applicant.