Finance and Administration Assistant
· 37.5 hours per week (1.0 FTE)
· £24,784.50
· Based at Roadford Lake Office
· Permanent
· Reporting to HR and Business Support Manager
Closing date 05 August 2026
Purpose of the Role:
To provide efficient, accurate and customer-focused administrative and financial support across South West Lakes Trust. Working as part of the Corporate Services team, you will help maintain financial records, provide administrative support, and deliver excellent service to colleagues, customers, volunteers and external partners.
The role will suit an organised individual with strong attention to detail, good numerical skills and a positive, can-do attitude. Previous finance experience is desirable but not essential as training and support will be provided.
Key Responsibilities
Finance Support
· Process supplier invoices and employee expense claims accurately and in a timely manner.
· Assist with sales invoicing and customer account administration.
· Cash counting, banking and petty cash administration.
· Respond professionally to supplier and customer queries.
Administration Support
· Answer telephone, email and face-to-face enquiries in a professional and friendly manner.
· Maintain filing records, databases and electronic records.
· Support ordering of office supplies and services.
· Process incoming and outgoing mail.
· Provide cover for colleagues during periods of absence or high workload.
General Responsibilities
· Promote and uphold South West Lakes Trust values.
· Ensure confidentiality and compliance with data protection requirements.
· Support Trust events and activities when required.
· Undertake training and development as appropriate.
· Carry out any other duties reasonably requested by the Trust.
Person Specification
Essential
- GCSE English and Maths (or equivalent)
- Excellent attention to detail and commitment to accuracy.
- Strong customer service skills
- Good organisational and time management skills.
- Competent user of Microsoft Office, particularly Outlook, Word and Excel.
- Ability to communicate effectively both verbally and in writing.
- Ability to work as part of a team and support colleagues.
- Positive attitude and a willingness to lean.
- Professional and trustworthy approach to handling information.
Desirable
- Experience in an office, administration or customer service role.
- Experience handling financial information, invoices and cash.
- Experience using accounting or business systems.
Expected behaviours
· Takes pride in getting things right first time.
· Enjoys helping people and delivering excellent customer service.
· Is reliable, organised and self-motivated.
· Has a flexible and positive approach to work.
· Enjoys learning new skills and taking on new challenges.
· Shares the Trust’s commitment to conservation, community engagement and creating positive experience for visitors.
About us
- As an independent charity, our purpose is to protect special places for people and wildlife; in doing this we care for over 40 inland waters in Cornwall, Devon, Somerset and Dorset. Ranging in size from one to nine hundred acres, the lakes provide unrivalled access to watersports, angling, walking and cycling, and are places you can be active or play and explore all day long. We take great pride in protecting and enhancing these locations for the future and for people to value and enjoy. They provide a perfect setting for a great day out, be it for a stroll, to play, nature watch or enjoy adventurous activities such as stand-up paddle boarding, kayaking or sailing.
- We offer a stakeholder pension scheme after 3 months of employment, with a 5% contribution matched by the company, 23 days holiday (plus statutory bank holidays) rising to 25 days after 5 years and 28 after 10, a culture of investing in our employees through training and development and the opportunity to work in some of the most beautiful places in the southwest.
To apply
- To apply please complete and return our application form or to learn more please contact Ellie Lyons– [email protected]
Pay: £24,784.50 per year
Work Location: In person
