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Finance Assistant

Cheadle, Cheshire
Job Type
8 Sep 2022

Company Description

Salary: £25,000, plus performance bonus and benefits

We are Together - Proud to be a Financial Services success story based in South Manchester. We are a specialist lender offering a range of mortgages and secured loans to individuals and businesses. We focus on turning challenges into opportunities and making our customers financial ambitions become reality.

We never stand still, which provides an exciting place to work, we are looking for people who are passionate about providing great service, supporting customers and embracing change.

We understand that for our business to grow, our people must grow, learning and development are central to our strategy, we promote from within and support our people to progress their career.

Job Description

Job Description

Our Finance Assistant plays a crucial role in delivering positive customer outcomes. Working with and supporting operational teams to complete account adjustments needed to resolve customer complaints, provide support and forbearance or completion of customer remediation. Using and maintaining excel based reports and calculators to complete finance amendment tasks. Committed to delivering high-quality customer service, through ensuring accurate and timely delivery, and working within defined policies and procedures.

Key Responsibilities

  • Using and maintaining existing Excel based reports.
  • Completion of calculations using Excel models.
  • Investigation of customer accounts and interest based calculations to support resolution of complaints and customer queries.
  • Support internal customers with ad-hoc queries and calculations.
  • Review and process requests for adjustments to customer accounts
  • Provide assistance with the testing of new customer account management tools/features.
  • Periodically test and maintain existing and new financial calculators/models.
  • Identifying potential process improvements to increase efficiency and highlighting to the management team
  • Being the first point of contact for internal stakeholders to act as a subject matter expert
  • Educating stakeholders on processing of transactions to aid query reduction, support customer education and ensure a timely resolution
  • Building successful business relationships to encourage efficiency and understanding of the accounts adjustments processes
  • Managing and prioritising daily workload to ensure deadlines are met
  • Complete end to end reconciliation on finance adjustments


  • Advanced Microsoft Excel, including macros
  • Strong mathematical competency.
  • Excellent accuracy and attention to detail.
  • Team orientated
  • Good communication skills.
  • Experience of working in a fast paced environment
  • Experience of working in Financial Services industry
  • The willingness to always go the extra mile to deliver an excellent standard of work
  • Natural problem solving skills

Additional Information

We offer a range of company benefits, including 26 days holiday which can be flexed up/down, pension, life assurance, critical illness cover, health cash plan, private medical insurance, regular team/individual incentives, travel season ticket loans, Ride to Work scheme, free gym access and local bar/restaurant discounts.Career development opportunities are excellent and where appropriate we offer sponsorship of relevant qualifications.Please note that all successful applicants will be subject to a Criminal Records Bureau check, a credit check and a Fraud Prevention database check.

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  • Job Reference: 707316725-2
  • Date Posted: 8 September 2022
  • Recruiter: together
  • Location: Cheadle, Cheshire
  • Salary: £25,000
  • Sector: Accounting
  • Job Type: Permanent