Finance Assistant

Job Description

Job Title:

Finance Assistant

Responsible To:

Finance Manager

Department:

Finance

Date of Issue:

March 2026

About the role

As Finance Assistant, you will support the day-to-day financial operations of the Kingswood Foundation’s
Senior School, working closely with the Finance Manager and the wider Finance team. The role provides
involvement across a range of core finance activities, helping to ensure that financial processes operate
smoothly and efficiently while offering practical experience across several areas of the Finance function.
Your work will include invoice processing and purchase ledger administration, bank postings, billing and
sales ledger support, and assisting with payroll processes, alongside general financial administration.
You will work closely with colleagues across the Finance team and communicate regularly with staff
across the school, as well as with external suppliers and parents, providing professional and responsive
support for finance-related queries.

A career at Kingswood offers the opportunity to be part of a supportive and forward-thinking
community that values excellence, innovation, and personal growth. Rooted in our core values - Care for
Each Individual, Educate for Life, Serve the Community, and Live Sustainably - we foster an environment
where staff are empowered to thrive.

Key Responsibilities

Purchase Ledger

•  Register and post supplier invoices to the finance system and purchase ledger.
•  Monitor outstanding invoices and follow up on unapproved items.
•  Assist with processing supplier payments, including Direct Debits.
•  Reconcile supplier statements and allocate payments accurately.
•  Respond to supplier and internal invoice queries in a timely and professional manner.

Billing and Sales Ledger Support

•  Post charges to pupil billing accounts for all schools within the foundation.
•  Raise nursery invoices.
•  Assist with reconciling billing and sales ledger accounts.
•  Respond to parental enquiries regarding billing queries in a timely and professional manner.
•  Raise sales ledger invoices for non-fee-related items.
•
•  Assist with the Bursary Application process.

Set up and process transactions on the parent payment portal (SCOPAY).

Banking and Receipts

•  Post daily bank transactions and allocate receipts appropriately.
•
•  Deposit charity collections each term and record transactions accurately.

Support the posting of billing receipts and other income.

Payroll Support

•  Assist the Payroll Accounts Assistant with routine payroll tasks.
•
•  Assist with reconciliations and documentation related to payroll processing.

Support payroll administration and data preparation.

Finance Administration

•  Assist with maintaining financial records and documentation.
•  Provide administrative support for finance processes, including bursary reviews where required.
•

Support colleagues within the Finance team with ad hoc tasks and projects.

No job description can fully cover all aspects of the role and consequently the responsibilities are likely to
evolve and change over time.

Skills, qualifications and experience

You will demonstrate excellent customer service skills, with a professional, helpful and approachable
manner when responding to enquiries from colleagues, suppliers and parents. You will possess strong
written and verbal communication skills and be confident working within a finance or accounting
environment. You will be proficient in Microsoft Office, particularly Excel, Word and Outlook, and will
bring a high level of attention to detail to ensure accuracy in financial processes. You will be highly
organised, with the ability to manage multiple tasks and priorities effectively, working both
independently and collaboratively as part of a team. You will also demonstrate sound problem-solving
abilities and a clear understanding of financial controls and the importance of maintaining accuracy and
integrity in financial records.

Experience in processing purchase ledger invoices, posting bank transactions and reconciling accounts,
or supporting payroll processes would be advantageous. Familiarity with finance systems such as WCBS
PASS, as well as software including Famly EYE and iSAMS or similar school management systems, would
also be beneficial. Previous experience working within a school or charitable organisation would be
considered an advantage.

Child protection

It is your responsibility to help promote and safeguard the welfare of children and young persons for
whom you are responsible, or with whom you come into contact, and to adhere to and ensure
compliance with the School’s Child Protection Policy Statement at all times. If, in the course of carrying
out the duties of the post, you become aware of any actual or potential risks to the safety or welfare of
children in the school, you must report any concerns to the School’s Designated Safeguarding Lead.
Protecting children from the risk of radicalisation is part of the School’s safeguarding duties (under the
Prevent Duty).

A coeducational, independent boarding and day school for 9 months to 18 years.

Competencies

The Kingswood Competency Framework sets out the expected level of performance at a given level –
the ‘competency profile’.

The competency profile is used to support objective setting, appraisal, and continuous professional
development planning.

Competency Profile: Level 7 – Team Member (Proficient in Delivery):

A coeducational, independent boarding and day school for 9 months to 18 years.

Terms and Conditions

This is a full-time, year-round position with a standard working week of 37 hours. Normal working hours
are 8.30am to 4.30pm, Monday to Thursday, and 8.00am to 4.00pm on Fridays, with a 30-minute unpaid
lunch break each day.

The role offers a paid holiday entitlement of 6.6 weeks per year (equivalent to 33 days), inclusive of
public bank holidays. While the School typically closes for a period over Christmas, the specific dates are
determined annually by the Senior Management Team. Any additional non-working days granted during
this closure period are discretionary and do not form part of the contractual holiday entitlement.

The salary for this position is £28,000 per annum.

Benefits

Kingswood School has high expectations of staff and looks to reward them with beneficial conditions of
service.

•  Stakeholder Pension Scheme, matching your contributions up to 5% of pensionable pay
•  All staff enjoy free meals provided in the Dining Room with refreshments available throughout

the day.

•  Parking available around the School site (subject to availability).
•  Professional development and training.
•  Part remission of fees at Kingswood Nursery, Prep and Senior Schools for children of employees
(subject to the normal competitive entry requirements being met).  Please note that remission
of school fees is not a contractual entitlement; the Governors reserve the right to vary the rate
of remission or to withdraw it altogether.

•  Staff are welcome to make use of the leisure and sports facilities (which includes a swimming

pool, gym and tennis courts) set within the beautiful School grounds, at times as agreed by the
School.

•  Death in Service benefit.
•  Cycle Scheme in line with the Government’s Cycle to Work initiative.
•  Employee Assistance Programme, an independent, free and confidential advice service that can

offer both practical advice and emotional support.

•  Kingswood has a strong sense of community and there are many ways to be involved whether

through sport, music or social events.

Application process

Please visit our website Work for Us - Kingswood Bath School to read our policies for Recruitment,
Selection and Disclosure Procedure, and Child Protection and Safeguarding Policy including EYFS.

Please email recruitment@kingswood.bath.sch.uk to request an Application Form.

Completed Application Forms should be returned by email (or by post: Recruitment Administrator,
Kingswood School, Lansdown, Bath, BA1 5RG)

Closing date is Thursday, 16 April 2026, midday.  Early applications encouraged.

If you have any questions about the recruitment process please contact Miss Hannah Sweeney,
Recruitment Administrator, on recruitment@kingswood.bath.sch.uk or 01225 734350

A coeducational, independent boarding and day school for 9 months to 18 years.

The School is committed to safeguarding and promoting the welfare of children and young people and expects all
staff and volunteers to share this commitment. You will be required to undergo child protection screening
appropriate to the post, including checks with past employers and the Disclosure and Barring Service (DBS).

The post is exempt from the Rehabilitation of Offenders Act 1974 and the School is therefore permitted to ask job
applicants to declare all convictions and cautions (including those which are "spent" unless they are "protected"
under the DBS filtering rules) in order to assess their suitability to work with children."

As an equal opportunities employer, Kingswood School is committed to the equal treatment of all current and
prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation,
pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We offer a welcoming and inclusive workplace and strongly encourage suitably qualified applicants from a wide
range of backgrounds to apply.

A coeducational, independent boarding and day school for 9 months to 18 years.