Heyland Recruitment
Chester: 01244 335115
Warrington: 01925 425952

Finance Assistant

West Kirby

Reference: SM0164

Type: Permanent

Minimum Salary: £20,000.00

Maximum Salary: £23,000.00

I am currently recruiting for my client who is based West Kirby. There is the need to bring onboard a permanent finance assistant to help the team – focusing more so on the purchase ledger side of things. This role would suit someone with minimum 2 years’ experience in a similar role.


Reporting to the Financial Controller, the Purchase Order and Purchase Ledger Clerk is fully accountable for the whole purchasing and purchase ledger process, from processing purchase orders and ordering goods and services, through to invoice reconciliation, Sage data entry and payment preparation.  The successful candidate will provide an indispensable service to the finance team and wider organisation, underpinning the wider financial stability through their robust processes and systems.





  • Handle, (assist in the preparation of) and process all purchase orders for the school and charity
  • Procure all goods and services that meet the requirements of each purchase order (always with an eye on costs!)
  • Process invoices, reconcile delivery notes to invoices received and purchase orders, in line with best practice processes
  • Set up new supplier accounts and maintain existing account details within the purchase ledger
  • Ensure all purchases are fully and accurately recorded on Sage 50 (with the correct supplier code, nominal code and cost centre attributed to each and every record)
  • Periodically audit, correct and re-code any and all misallocated postings in the purchase ledger to the correct nominal code and cost centre
  • Monthly reconciliation of supplier statements and company credit card(s)
  • Process business expense returns
  • Prepare weekly and ad hoc payment runs for BACS and cheques
  • Ensure all paperwork is accurately filed, including all supplier invoices and communications
  • Deal with (and resolve) general invoice queries via phone and email
  • Undertake other reasonable duties within finance


This role requires a high degree of accuracy and therefore the successful candidate will have an excellent attention to detail and be well organised.


Excellent IT experience (Sage 50 exp too would be great!)


The successful candidate will be joining a friendly and supportive finance team and be dealing with a number of stakeholders, so good communication skills is a must.



If you feel you have the necessary skills and would like t find out more please apply!