Salary: £16.81 per hour (Band 2A)
Hours: 4 hours per week
Additional Hours: Up to 4 additional hours per week may be offered during busy periods, subject to organisational need
Working Pattern: Flexible (to be agreed)
Location: 7 Roundabout Court, Bedwas, Caerphilly, CF83 8FS
Reports to:
Chief Executive Officer (day-to-day oversight)
Charity Treasurer (financial governance)
Role Purpose
To support the effective financial administration of The Parish Trust by maintaining accurate financial records, processing transactions, and ensuring that the charity’s financial systems are up to date, compliant, and able to support decision-making.
This role sits alongside the Administrator as a key operational function within the organisation, with responsibility for the day-to-day financial administration of the charity.
Key Responsibilities
Financial Administration
- Record all financial transactions accurately using the charity’s accounting software (ExpensePlus)
- Manage accounts payable and receivable
- Process invoices, payments, and income in a timely manner
- Maintain accurate and up-to-date financial ledgers
- Reconcile bank accounts and financial records
- Record cash receipts and support banking processes
- Maintain petty cash records where required
Operational Support
- Process purchase orders in line with organisational procedures
- Support staff with expense submissions and reimbursements
- Assist with tracking and processing regular payments and subscriptions
- Maintain organised financial records and documentation
Financial Oversight and Reporting
- Provide up-to-date financial information to the Chief Executive Officer and Treasurer as required
- Preparation of financial reports for Trustee meetings
- Monitoring income and expenditure against budget
Compliance and External Liaison
- Prepare financial information required for auditors and annual accounts
- Liaise with payroll providers, auditors, and relevant external bodies as needed
- Support financial reporting requirements for grants and funding
General Duties
- Provide general administrative support relating to finance
- Undertake additional bookkeeping and financial tasks as required
Measures of Success
Financial Systems
- Financial records are accurate, up to date, and well maintained
- Information can be produced quickly and reliably when required
Payments and Income
- Payments are processed promptly and correctly
- Income is recorded and tracked effectively
- Supplier relationships are maintained well
Support to the Organisation
- Staff are supported with clear and efficient financial processes
- Leadership has clear visibility of the charity’s financial position
Compliance and Reporting
- Financial information is ready for reporting and audit requirements
- Deadlines for financial processes and submissions are met
Person Specification
Essential
- Sympathetic to the vision and ethos of The Parish Trust
- A recognised bookkeeping or accounting qualification (AAT Level 3 or above, or equivalent)
- Strong numerical and organisational skills
- High level of accuracy and attention to detail
- Ability to handle sensitive information with discretion and confidentiality
- Ability to work independently and manage workload effectively
- Confident using Google Workspace and Microsoft Office, particularly Excel
- Proactive and able to take initiative
- Willingness to learn new and bespoke systems to the charitable sector
Desirable
- Previous experience in a finance, bookkeeping, or administrative role
- Experience working or volunteering within a charity
- Familiarity with accounting software (e.g. ExpensePlus or similar systems)
- Knowledge of financial processes within a small organisation
Key Relationships
Internal:
Chief Executive Officer, Treasurer, Trustees, Staff Team
External:
Payroll providers, Auditors, Funders, Charity Commission
About the Role
This is a key operational role within The Parish Trust, ensuring that the charity’s finances are well managed, accurate, and transparent. It will suit someone who is organised, dependable, and takes pride in maintaining high standards.
The role offers flexibility in working hours, with the opportunity for additional hours during busier periods, and would suit someone looking for a part-time position with responsibility and purpose, contributing to the ongoing impact of the charity within the community.
We encourage early applications, as we may close the role once a suitable candidate is found.
