Bookkeeping / Funding Advisor - Location: Southend-on-Sea and Leigh-on-Sea - Working pattern: Four days per week.
We are seeking an experienced Bookkeeping / Funding Advisor to manage day-to-day bookkeeping across several owner-managed businesses, coordinate property and insurance administration, and develop a structured funding pipeline for our client. This varied role requires someone who can work independently, handle confidential information with discretion and follow actions through to completion. You will organise competing priorities and provide clear weekly updates highlighting progress, outstanding actions and decisions required.
Business finance responsibilities:
- Maintain accurate bookkeeping across multiple companies and projects.
- Complete bank and credit card reconciliations and maintain purchase and sales ledgers.
- Process supplier invoices, expenses and personally paid business costs, ensuring appropriate supporting evidence.
- Prepare payment runs for approval and maintain authorisation records.
- Prepare VAT and payroll information for external accountants.
- Support cash flow reporting, budgets, management reporting and year-end preparation.
- Maintain a calendar of statutory, tax, payroll, insurance and contractual deadlines.
Funding and grant responsibilities:
- Manage the funding process from opportunity research through to submission and post-award administration.
- Research relevant grants, loans, blended finance and business development programmes.
- Coordinate application documents and supporting evidence, ensuring submissions are complete, credible and delivered on time.
- Work with specialist bid writers where required for larger or technical applications.
- Track funding opportunities, application progress, deadlines and post-award requirements.
Private office responsibilities:
- Maintain a confidential register of personal properties, accounts, advisers, policies and recurring commitments.
- Coordinate mortgages, service charges, utilities, council matters and property-related expenditure.
- Manage insurance schedules, quotations, renewals and claims administration.
- Maintain vehicle, warranty, tax, MOT and insurance records.
- Liaise with banks, insurers, brokers, solicitors, accountants, property agents and suppliers.
Skills and experience required:
- Strong hands-on bookkeeping experience across multiple companies or clients.
- An AAT, ICB or equivalent qualification, or substantial relevant experience.
- Confident use of accounting software, receipt capture tools, spreadsheets and online financial systems.
- Experience coordinating or contributing to grant, funding or tender applications.
- Excellent written communication, including the ability to present complex information clearly and build a convincing case for funding.
- Exceptional discretion, sound judgement and respect for confidential information.
- A calm, practical approach when communicating with external advisers, funders and senior stakeholders.
- Strong organisational skills and the ability to manage a varied workload independently.
Own transport is required, as some local travel will be necessary. Applicants should live within a reasonable commuting distance of Southend-on-Sea and be available to work four days per week.
Our client is unable to offer visa sponsorship. Applicants must have the right to work in the UK without employer sponsorship.
Please send in your CV if you have the above skills, you are able to work 4 days a week and you live close to the Southend area.
