St David Recruitment South Wales

Finance and Operations Assistant

Finance and Operations Assistant

Location: Cardiff
Hours: 28 hours per week, flexible
Salary: £15 – £17ph (DOE)

About the Role

St David Recruitment is working on behalf of a well-established architectural practice based in Cardiff to recruit a Finance & Operations Assistant. This is a varied and responsible role, providing essential financial, operational, administrative, and business support to the Director and wider team.

The successful candidate will play a key role in ensuring the smooth day-to-day running of the business, maintaining accurate financial records, coordinating office operations, and supporting the company’s ongoing development. Working within a small, friendly team, this position would suit an organised, reliable, and proactive individual who is comfortable working independently and managing a varied workload.

Key Responsibilities

Finance & Accounts

  • Manage day-to-day accounting using Xero and maintain accurate financial records.
  • Prepare financial reports, Excel spreadsheets, and cash flow forecasts.
  • Manage invoicing, purchase orders, payment processes, and client account systems.
  • Oversee business leases and company vehicle-related payments and insurance.
  • Assist with payroll administration and sickness absence records.
  • Liaise with the external accountant to provide information for accounts and payroll.
  • Update project management software with relevant financial information.

Operations & Administration

  • Coordinate company insurance policies and assist with ISO compliance.
  • Maintain CPD, training, and learning and development records.
  • Liaise with external HR providers regarding health, safety, and company policies.
  • Monitor emails and shared inboxes, draft meeting notes, and proofread documents.
  • Assist with bid coordination and tender submissions.
  • Coordinate office supplies, meeting rooms, telephone calls, and general office administration.
  • Liaise with colleagues, clients, consultants, and business partners to support efficient operations.

Marketing & Business Development

  • Review the company’s marketing plan and provide feedback and suggestions.
  • Support initiatives to attract new clients, develop new sectors, and retain existing clients.
  • Contribute ideas to improve marketing activities and business development opportunities.

Professional Development

  • Undertake relevant training and continuing professional development (CPD).
  • Support the identification of training needs and ongoing staff development.

Person Specification

The ideal candidate will be organised, trustworthy, proactive, and detail-oriented, with the ability to manage a varied workload independently.

You will have:

  • Strong organisational, administrative, and numerical skills.
  • Experience with Xero, Microsoft Excel, and financial administration.
  • Excellent communication and interpersonal skills.
  • A flexible approach and willingness to support different areas of the business.
  • The ability to handle confidential information with discretion.
  • A proactive attitude, sound judgement, and a commitment to accuracy.
  • A genuine interest in contributing to the long-term success of a small business.

Working Environment

This is an excellent opportunity to join a well-established architectural practice with a friendly, close-knit team and a calm, professional working environment. The role offers variety, autonomy, and the opportunity to make a valuable contribution across finance, operations, and business support.

St David Recruitment Services is working as an employment business on behalf of a client.

Job Category: Finance & Accounts
Job Type: Part Time
Job Location: Cardiff
Rate / Salary: £15 - £17 per hour DOE
Contact: Teresa Ridley
Contact Email: teresa.ridley@stdavid-recruitment.co.uk
Contact Telephone: 02920 797920
Job Reference: 4006498

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