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

What’s on Offer

• 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

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