Job Opportunities at Third FD

Portfolio Bookkeeper (Full-Time)

£27,000–£31,000 depending on experience

Full-time, predominantly remote, with flexibility subject to client/team requirements

Role Overview

We are looking for a Bookkeeper with practice / multi-client experience to join Third FD as we continue to grow our finance offering to charities and purpose-led organisations.

This is an opportunity to be part of a high-quality, client-facing finance function, where your work directly supports meaningful organisations.

This is a full-time, predominantly remote role, with flexibility subject to client and team requirements and the support of a small, friendly team. The team meet face to face once a quarter in Wiltshire and so being able to travel to this location once a quarter would be ideal.

You will report to and work closely with the Finance Managers, maintaining accurate, real-time financial data and working with the Operations Manager. You will work across multiple clients and gain exposure to the wider outsourced finance function.

You will act as a day-to-day finance contact for allocated clients, building strong working relationships and proactively resolving routine finance queries, escalating exceptions to the Finance Managers where appropriate.

As Third FD grows, this role can grow too, with opportunities for increased client ownership and responsibility, alongside continued professional development.

About Third FD

Third FD provides FD, management accounting, and full finance function support to charities and purpose-led organisations.

We are a relationship-led, integrated partner to our clients, embedding ourselves within their teams and becoming a trusted part of how they operate.

Our focus is on delivering clarity, control, and reliable financial insight through accurate data, clear communication, and well-structured systems.

We value people who communicate well, build rapport quickly, and take ownership of delivering a consistently high standard of service.

Key Responsibilities

  • Maintain accurate accounting records in Xero, including purchase and sales ledger maintenance and routine transaction processing

  • Process invoices using Dext / ApprovalMax / Hubdoc

  • Manage client finance inboxes and chase missing invoices, receipts and other information

  • Manage bank reconciliations and control accounts

  • Maintain balance sheet schedules and ensure accounts are fully reconciled for month end

  • Complete agreed month-end bookkeeping and control procedures, providing clean and reconciled financial information to the Finance Managers for review

  • Prepare and process payment runs (Telleroo / bank platforms)

  • Maintain strong financial controls and audit trails

  • Support the Finance Managers with client onboarding and implementation

  • Work within structured workflows

  • Collaborate with the wider team to ensure clean data for reporting

  • Handle direct client communication in a clear, professional, and proactive manner

  • Take ownership of routine client finance queries and issues, escalating exceptions or more complex matters to the Finance Managers where appropriate

Experience & Qualifications

Essential:

  • AAT qualified (Level 3 or above)

  • 3+ years bookkeeping experience, ideally in a practice or multi-client environment, with responsibility for full ledger ownership

  • Strong experience with Xero

  • Familiarity with tools such as Dext and payment platforms

  • Practice Experience working with multiple clients

Desirable:

  • Charity/not-for-profit experience

  • Understanding of deferred income and fund accounting

Skills & Attributes

  • High attention to detail

  • Strong organisational skills and ability to manage multiple clients

  • Clear, professional communicator — confident working directly with clients

  • Builds positive working relationships and integrates well within a team

  • Collaborative, supportive, and easy to work with (team fit is essential)

  • Takes ownership and follows things through without prompting

  • Proactive mindset — identifies issues early and takes action

  • Actively looks for ways to improve processes and efficiency

  • Comfortable resolving routine matters independently and knowing when an issue needs to be escalated

Working Style

  • Full-time, Monday to Friday

  • Predominantly remote, with flexibility subject to client and team requirements

  • Process-driven, with a mindset to improve

  • Accountable for quality and deadlines

This role may not be suitable for you if:

  • You prefer purely internal roles with no client interaction

  • You are not comfortable managing multiple clients and priorities

Application Process

Please send your CV and covering letter to hello@thirdfd.com. When applying for this role please answer the following qualifying questions.

Please include the word “muffin” in your email subject line so we know you’ve read the full description.

Qualifying Questions:

  1. What AAT level have you completed or are you currently studying towards?

  2. Briefly describe your practical bookkeeping experience, including your experience using Xero.

  3. Having looked at our website, please name one of our existing clients?