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Finance Administrator in Leeds at TalentSpa

Date Posted: 1/10/2019

Job Snapshot

Job Description

Finance Administrator

Location: Leeds City Centre

Salary: £19,000 per annum

Hours of Work: 35 per week, 9am - 5pm

About the Company:

Every year our client helps 620,000 people to resolve their debt problems and rebuild their lives. They employ over 1,500 colleagues and in their 25-year history they have helped millions of people on their journey to becoming debt free.

Right now, they are working to deliver an ambitious four-year strategy which will see them helping more people, responding to changing client needs, and working closely with their partners to reduce the harm of problem debt

About the Finance Administrator role:

They are looking to recruit a Finance Administrator in a dynamic role based at their Leeds office. With this role you would become part of the UK’s largest provider of genuinely free independent debt advice and managed solutions.

To support the Charity in relation to its client money functions including allocation of client/creditor receipts, disbursement of client funds as well as other related processes. This is a crucial role in determining the success of their growth plans. Within this role you would work with the charity’s Client Asset Management Team reporting to the Client Assets Manager.

Finance Administrator Responsibilities:


  • Process manual and automated client/creditor deposits to the charity, ensuring disbursement activities take place within pre-defined regulatory FCA CASS expectations
  • To work daily exceptions and unallocated/unidentified deposits (including historical transactions) ensuring that steps are always taken to disburse within pre-defined regulatory FCA CASS  expectations
  • Process refunds (including historical uncashed refunds) ensuring these are processed daily, ensuring that BACS transfers are promoted where possible
  • Support all aspects of the disbursement process ensuring that predefined and approved processes are adhered to and any risks or errors are immediately reported to management
  • To ensure that held debts/funds are processed and managed within agreed timescales and the appropriate action is taken for each
  • To maintain and process accurate records for clients and creditors by processing BACS and departmental reports/alerts in a timely manner
  • Assist internal departments and also on occasion external clients/creditors with all payment related queries whether by telephone, email or correspondence
  • Conduct appropriate Anti Money Laundering/Source of Funds checks and report any suspicions where required in line with charity policy
  • To maintain a positive and flexible approach, supporting other teams as required by the charity
  • Adherence to charity policies and procedures
  • To take responsibility for own personal development
  • Any other duties commensurate with the role

Finance Administrator Requirements:


  • Previous transactional/financial processing experience
  • Literate in Microsoft Word and Excel
  • Knowledge of BACS or Direct Debit processes (desirable)
  • Knowledge of CASS 11 rules and expectations (desirable)
  • Knowledge of AML processes (desirable)
  • Highly numerate and skilled in accurate data entry, with good attention to detail. 
  • Ability to work to strict deadlines
  • Problem solving using own initiative
  • Excellent communication
  • Good team player
  • Self-motivated, with a positive attitude towards change

Finance Administrator Benefits:


  • 24 days annual leave (this increases by one day per year up to a maximum of 29), plus bank holidays
  • The ability to buy and sell annual leave
  • Travel season ticket loans
  • Cycle-to-work scheme
  • Group personal pension scheme
  • Westfield Health cash plan
  • Employee assistance programme
  • Financial planning
  • Long service awards

If you meet the Finance Administrator requirements and feel the role would be a good fit, then please apply today!