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Resident Finance Assistant

Uxbridge

Permanent

Accountancy & Finance

Healthcare

£30,000.00 - £30,000.00Year

Residents' Finance Assistant


Location: Uxbridge (Hybrid - 3 days office / 2 days home) Hours: Monday to Friday, 9:00am - 5:30pm Salary: £30,000 per annum

About the Role


We are representing a client within the private healthcare sector, operating residential care homes that support adults with additional needs. Due to growth, they are seeking a Residents' Finance Assistant to join their finance team based in Uxbridge.


This is a key role supporting the accurate management and safeguarding of residents' personal finances. You will be responsible for processing payments, reconciling accounts, liaising with families and external organisations, and ensuring all financial activity complies with audit and regulatory requirements.

Key Responsibilities


  • Processing payments to and on behalf of residents
  • Managing incoming payments from external organisations and families
  • Creating and closing residents' CMS accounts
  • Paying supplier invoices and processing reimbursements from CMS accounts
  • Daily allocation of cash from RBS to individual residents' accounts
  • Weekly payment of personal allowances to residents
  • Weekly reconciliation of residents' bank accounts
  • Responding to internal and external financial queries
  • Ensuring all CMS activity complies with audit and regulatory standards
  • Reconciling residents' personal contribution fees with councils
  • Emailing monthly bank statements to services
  • Monthly completion of client contribution fees to the Sales Ledger

About You


You will be organised, reliable, and comfortable working with confidential financial information. You will enjoy working as part of a team while also managing your own workload effectively in a fast‑paced environment.


Personal Characteristics


  • Highly organised with excellent attention to detail
  • Trustworthy and discreet when handling sensitive information
  • Proactive, enthusiastic, and willing to learn
  • Confident communicator with internal teams, families, and external organisations
  • Methodical, dependable, and able to work independently

Experience & Skills Required


Experience


  • Ideally at least one year's experience in an administrative or finance‑based role
  • Experience within healthcare, care homes, or a related sector is desirable but not essential
  • Experience processing payments and reconciling accounts
  • Exposure to managing service user or client monies is advantageous

Skills


  • Strong numerical and arithmetic skills
  • Excellent written and verbal communication
  • Good working knowledge of Microsoft Excel (including VLOOKUPs and Pivot Tables)
  • Accurate data entry skills and experience completing official forms (e.g. DWP / Local Authority forms)
  • Able to meet deadlines while maintaining compliance and accuracy

Why Apply?


This is an excellent opportunity to join a reputable private healthcare organisation offering hybrid working, stability, and exposure to a growing finance function within the care sector.

JN-042026-474147_1777296494

Resident Finance Assistant

LHH

1 days ago

£30,000.00 - £30,000.00Year

Permanent

Accountancy & Finance

Healthcare

Uxbridge

Residents' Finance Assistant


Location: Uxbridge (Hybrid - 3 days office / 2 days home) Hours: Monday to Friday, 9:00am - 5:30pm Salary: £30,000 per annum

About the Role


We are representing a client within the private healthcare sector, operating residential care homes that support adults with additional needs. Due to growth, they are seeking a Residents' Finance Assistant to join their finance team based in Uxbridge.


This is a key role supporting the accurate management and safeguarding of residents' personal finances. You will be responsible for processing payments, reconciling accounts, liaising with families and external organisations, and ensuring all financial activity complies with audit and regulatory requirements.

Key Responsibilities


  • Processing payments to and on behalf of residents
  • Managing incoming payments from external organisations and families
  • Creating and closing residents' CMS accounts
  • Paying supplier invoices and processing reimbursements from CMS accounts
  • Daily allocation of cash from RBS to individual residents' accounts
  • Weekly payment of personal allowances to residents
  • Weekly reconciliation of residents' bank accounts
  • Responding to internal and external financial queries
  • Ensuring all CMS activity complies with audit and regulatory standards
  • Reconciling residents' personal contribution fees with councils
  • Emailing monthly bank statements to services
  • Monthly completion of client contribution fees to the Sales Ledger

About You


You will be organised, reliable, and comfortable working with confidential financial information. You will enjoy working as part of a team while also managing your own workload effectively in a fast‑paced environment.


Personal Characteristics


  • Highly organised with excellent attention to detail
  • Trustworthy and discreet when handling sensitive information
  • Proactive, enthusiastic, and willing to learn
  • Confident communicator with internal teams, families, and external organisations
  • Methodical, dependable, and able to work independently

Experience & Skills Required


Experience


  • Ideally at least one year's experience in an administrative or finance‑based role
  • Experience within healthcare, care homes, or a related sector is desirable but not essential
  • Experience processing payments and reconciling accounts
  • Exposure to managing service user or client monies is advantageous

Skills


  • Strong numerical and arithmetic skills
  • Excellent written and verbal communication
  • Good working knowledge of Microsoft Excel (including VLOOKUPs and Pivot Tables)
  • Accurate data entry skills and experience completing official forms (e.g. DWP / Local Authority forms)
  • Able to meet deadlines while maintaining compliance and accuracy

Why Apply?


This is an excellent opportunity to join a reputable private healthcare organisation offering hybrid working, stability, and exposure to a growing finance function within the care sector.

Personal Details
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