Levels Technologies
Client Finance Supervisor (6 Mth FTC)
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Client Finance Supervisor
About the Role
We're a property management company part of a larger group, managing a growing portfolio of residential blocks on behalf of freeholders and RMC/RTM boards. Every leaseholder in that portfolio is relying on their service charge being handled properly - accurate, reconciled, and defensible if anyone ever asks. We need someone who owns that end to end for their portfolio, not someone who processes what's put in front of them.
This is a hands-on, do-the-work role. Not a back-office data-entry function. You'll be the person colleagues - and our clients - trust to get their money right.
What You'll Be Doing
- Provide day-to-day supervision and support for other members of the finance team working on your portfolio, including arranging and delivering training as needed to build their capability
- Prepare year-end service charge accounts for your portfolio, in line with lease terms and the RICS Service Charge Residential Management Code
- Reconcile service charge bank accounts, sinking/reserve funds and client money balances on a regular basis
- Process and code invoices, allocate costs to the correct schedule or block, and keep budget vs. actual on track
- Run supplier payments, making sure invoices are approved, correctly coded and paid in line with client funds and payment run deadlines
- Prepare and issue service charge budgets and demands to leaseholders, on time and in line with statutory timescales
- Own credit control for your portfolio - monitor arrears, chase reminders and demands, and escalate unresolved cases to debt recovery or solicitors when it's needed
- Handle queries from leaseholders, RMC/RTM directors, freeholders, property managers and auditors directly, without passing them upstream unnecessarily
- Support the year-end audit and accountant's certificate process, providing schedules and resolving queries as they come up
- Make sure Section 20 consultation requirements are met wherever costs affect service charge demands
- Keep client money records accurate and compliant with client money protection requirements
- Act as the primary financial liaison to block management insurance brokers, overseeing the seamless processing of policy schedules, insurance fund administration, and claim payment allocations
- Spot discrepancies in service charge accounts and sort them - escalating only the material ones
- Support onboarding of newly managed blocks, including opening balance reconciliations
- Help improve service charge processes and controls as the group centralises systems across brands
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Who We're Looking For
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- Experience in service charge accounting within UK leasehold block or property management, or a comparable client accounting environment
- Working knowledge of the RICS Service Charge Residential Management Code and relevant leasehold legislation - Landlord and Tenant Act 1985, Commonhold and Leasehold Reform Act 2002
- Strong reconciliation and double-entry bookkeeping skills, with real attention to detail
- Proficient in Excel; experience with block management accounting software - Blockman preferred, but Qube, TRAMPS or PropMan experience is welcome and transferable
- Clear communicator who can explain financial information to non-finance stakeholders - leaseholders and RMC/RTM directors - without losing the substance
- Able to manage a busy caseload and hit statutory and contractual deadlines without things slipping
Desirable:
- AAT qualified or part-qualified (ACCA/CIMA/ACA), or qualified by experience
- Experience working across multiple property management brands or client portfolios
- Familiarity with client money protection schemes (RICS, Propertymark) and audit requirements
Levels is an equal opportunity employer. We welcome applications from all qualified candidates regardless of background, and we're committed to building a diverse and inclusive team.
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