Finance Assistant - Customer Facing
Change Accountancy & Finance is delighted to be partnering with a long-term client as they look to recruit a Finance Assistant into their organisation. This is a unique opportunity offering a client-facing role, positioned in the heart of Edinburgh, where you will act as a key point of contact for customers—using your financial knowledge and systems experience to support and resolve a range of queries.
Company Overview
Our client is a well-established technology business headquartered in Edinburgh. The organisation specialises in developing software solutions designed to support small businesses and independent professionals. Since its inception, it has built a strong reputation for simplifying day-to-day financial administration through an intuitive and user-friendly platform.
Role Overview
This is a highly client-facing position, combining your finance knowledge—whether gained through a degree or hands-on experience—with customer interaction to help solve real-world problems. If you are looking for a varied, problem-solving role that allows you to utilise your financial expertise in a more engaging and client-focused environment, this could be an excellent fit.
Key Responsibilities- Act as the first point of contact for customers
- Supporting clients via phone, email, and live chat
- Provide guidance on accounting processes, leveraging your financial knowledge
- Assist with the onboarding of new clients
- Deliver bespoke training sessions to new and existing users
- Test new system features and contribute feedback to support continuous improvement
Candidate Profile
We are keen to speak with individuals who have a background in finance. This may include:
- Graduates with an Accountancy & Finance degree
- Individuals with experience in a Finance Assistant / Accounts Assistant role
Strong communication skills are essential, as this role is significantly more client-facing than traditional finance positions.
Key Skills & Experience- Previous experience in a finance-related role (or relevant academic background)
- Good understanding of month-end processes
- Experience using accounting systems (e.g. Sage, Xero, QuickBooks or similar)
- Excellent communication skills and a proactive, problem-solving mindset
- Salary: £27,000 – £32,000
- City Centre location – modern, vibrant office environment
- Supportive, collaborative and social culture
- Opportunity to join a growing and well-regarded organisation
Next Steps
To apply, please submit your CV or contact Ryan Mollins directly
Please note: Applicants must have the right to work in the UK, as sponsorship is not available