55 Main Street,

Pembroke
Tel. 01646 622228

FINANCE ASSISTANT
20 hours / week @ £6.75/hour

AN INTRODUCTION TO PEMBROKESHIRE TOURISM

Tourism in Pembrokeshire is worth about £500 million to the local economy, and
Pembrokeshire Tourism is the organisation that works to keep it that way. Supporting
more than 16,000 jobs, the visitor economy offers a future to Pembrokeshire
residents, with careers in hospitality, leisure and much more.
Pembrokeshire Tourism is here to support, advice and speak for the Pembrokeshire
tourism industry, with membership open to absolutely anyone involved in business in
the county. It has nearly 600 members ranging from accommodation providers and
attractions to shops, companies and suppliers – with more and more coming on board
each week to join the Pembrokeshire Tourism community. We meet member needs
with workshops, training sessions and social events, keeping them in touch with
what’s going on in Pembrokeshire and beyond, offering a helping hand and a listening
ear – with the ultimate aim of extending the season to keep everyone busy and happy
year-round.
Pembrokeshire Tourism has a Board of 15 Directors working voluntarily in ensuring
that all tourism trade sectors are represented, they bring to the table a wealth of
knowledge and experience together with a great vision for the future of
Pembrokeshire.

Further details about tourism in Pembrokeshire may be found via

www.pembrokeshire-tourism.net and www.visitpembrokeshire.com
PERSON SPECIFICATION
Pembrokeshire Tourism is seeking to appoint a Finance Assistant, who will report
directly to the Finance and Office Manager.
Applicants should hold a minimum of 4 GCSEs or equivalent including mathematics
and English language.
It is essential that applicants have:
• Relevant experience in using either Sage or Quick Books Operating systems
on a daily basis, with an ability to use with confidence.

• Relevant experience in using Microsoft Office including Excel, Access and

Word.

It is essential that applicants have relevant accountancy experience, and ideally an

industry recognised qualification to back this up.
We seek to appoint a flexible, professional and well organised individual with a great
work outlook and a cheerful disposition!

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Pembrokeshire Tourism is able to offer a flexible approach to the delivery of this post
which ideally should be 4 days per week 5 hours/day (including 30 minutes unpaid
lunch break).

JOB SPECIFICATION
Pembrokeshire Tourism currently operates a Quick Book accountancy system,
all tasks detailed below relate to this system.

The main role of the Finance Assistant will include:

• Budgetary planning assistance in conjunction with Finance and

Office Manager and Chief Executive

• All bookkeeping including nominal, purchase and sales ledgers

• Invoicing, receipt of payments and banking and all bank account

transactions.

• Receipt of bills, obtaining authorisation for the payment of bills,

production of cheques, obtaining authorised signature on cheque,
mailing of payments, bacs payments

• Credit control. Keeping a close watching brief

• Payroll (4 employees currently) to include all work related to PAYE

and the maintenance of personnel records including year end
records. Payroll is currently operated via Pembrokeshire Tourism’s
accountancy partners, Jane Heard Associates.

• A budgetary control system (currently Excel cash flow

spreadsheets)

• Monthly management accounts and report on the financial position

of the organisation developed in conjunction with the Finance and
Office Manager.

• Monthly bank reconciliation

• Maintain and update all credit card transactions and reconciliations

• Year end trial balance, balance sheet and profit and loss

• Liaison with the auditors in conjunction as necessary with the

Finance and Office Manager.

• VAT quarterly returns in consultation with Finance and Office

Manager

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 APPLICATION FORM FOR EXTERNAL APPLICANTS

APPLICATION FOR EMPLOYMENT

The information provided on this application form will remain private and confidential and will
be used for the purpose of selection/recruitment. Where the application is successful the
organisation may, from time to time, wish to process this information (as updated
periodically) for personnel administration and business management purposes. Where this
is the case, processing will take place in accordance with the provisions of the Data
Protection Acts 1984 and 1998. Please also note that the organisation may approach third
parties to verify the information that you have given. By signing this form you will be
providing the organisation with your consent to all these uses. On completion please email
this form to: Liz@pembrokeshire-tourism.net
Or send to:
Liz Williams, Finance and Office Manager,
Pembrokeshire Tourism, 55 Main Street, Pembroke, Pembrokeshire SA71 4DA
Tel: 01646 622228 Fax: 0871 7331943 E-mail: Liz@pembrokeshire-tourism.net

POSITION APPLIED FOR: Finance Assistant

PERSONAL DETAILS
Title (Mr/Mrs/Miss/Ms):       Surname/family      
name:
Forenames:      
Address:      
     
     
Postcode:      
Daytime Work:       Evening tel. Work:      
tel. no. Home:       no. Home:      
(NB: Calls to work numbers will be made discreetly.)

If the job requires it: (Tick as appropriate.)

1. Will you relocate? Yes No
2. Travel? Yes No

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EDUCATION
(List details of GCSEs, GNVQs, A levels, Degrees, Professional Qualifications etc.)
Please note, the organisation may ask to see your original educational certificates.
Secondary From–To Qualifications Subjects Grades
School/College, obtained
University, etc
                             

MEMBERSHIP OF PROFESSIONAL BODIES

Awarding Body Grade of Membership Date attained
                 

PRESENT (LAST) EMPLOYMENT DETAILS

Name of employer      
(and location):

Nature of business:      

Your job title:      

Brief details as to the nature      
of your work. Include details
of responsibilities and
achievements. (Continue on
a separate sheet of paper, if
necessary):

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PRESENT (LAST) EMPLOYMENT DETAILS continued
Date joined company:      
Date appointed to present      
(last) job:
Salary/wage (current or on      
leaving):
Date left and reason. (if      
applicable):
PREVIOUS EMPLOYMENT (most recent first)
Employer’s Your job title Type of From – To Reason for
name(s) business leaving
                             

REFERENCES
All appointments are subject to the receipt of satisfactory references. Please provide details
of two appropriate referees to whom confidential enquiries may be made. These should
preferably be:

1. Your manager in your current (last) job AND

2. A similar individual from a previous employment.

If without two previous jobs (or unable to do this) please provide, as appropriate, the names
of two educational or personal referees (though not ones who are related to you).

1. Name       2. Name      

Position       Position      
Address       Address      

Contact tel. no:       Contact tel. no:      

Please state whether we may approach these references at any time or only after an offer of
employment has been made (tick as appropriate):
At any time:       Only after offer:      

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PERSONAL QUALITIES, SKILLS AND ABILITIES
Please provide here any other information that may assist your application, including why
you believe yourself to be suitable for this job. (Continue on a separate sheet of paper, if
necessary).
     

OTHER SKILLS
Languages spoken/written (please indicate degree of competence):
     

Computer literacy (specify software):

     

OTHER INFORMATION
Are you currently eligible for employment in the UK? Yes No

Please state what documentation you can provide in order to demonstrate this
e.g. British passport/ European Economic Area identity card/ full birth certificate/ passport
or travel document showing an authorisation to reside and work in the UK.
     

Have you ever been convicted of a criminal offence? Yes No

If yes, please provide details below. (Declarations are subject to the provisions of the
Rehabilitation of Offenders Act 1974).
     

Do you have a current driving licence? Yes No

If yes, please specify type      

(motor car/HGV, etc)
Is your driving licence free of endorsements? Yes No

If no, please give details of      

any points or convictions,
including any pending
convictions
Do you have an armed service/public duties Yes No
commitment (e.g. are you a JP/Councillor)?
If yes, please give details      

How/where did you learn of      

this vacancy?
Have you made an application to the organisation Yes No
before?
If yes, please give details      

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HEALTH
Applications from disabled candidates are welcomed and the organisation will make every
effort to ensure a fair selection process.
Are you in good health? Yes No

Please give details of any health/disability problem(s) which may be relevant to the position
applied for.

     

Please describe below any reasonable adjustments which you feel should be made to the
recruitment process to assist your application for the job.

     

Please describe below any reasonable adjustments which you feel should be made to the
job itself which would enable you to carry out the job duties.

     

DECLARATION
I declare to the best of my knowledge and belief, all particulars I have given are complete
and true. I understand that any false declaration or misleading statement or any significant
omission may disqualify me from employment and render me liable to dismissal. I
understand that any job offer is subject to references, a probationary period and (if the
organisation believes it appropriate) a medical report, all of which must be deemed by the
company satisfactory.
           
Signed Date

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