Finance Assistant -Lending Revenue

About Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.2 billion for a broad range of investors across five key investment strategies: Social Housing, Clean Heat, Energy, Private Credit and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

Our ability to get to the heart of any challenge makes us an essential partner to our clients and investors. By working hand-in-hand with financial advisers to deliver tax-efficient solutions, we help clients reduce IHT for their families while keeping control over their wealth. We believe in delivering good outcomes for all our investors, while taking care of the things that matter most to them.

There are 220+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times ‘Best Place to Work’ for 2025. If this sounds like an environment where you would flourish, then read on…

Role Overview

We are seeking a motivated and numerate individual to join our Lending Finance team as a Lending Revenue Finance Assistant, supporting the accounting and reporting of income generated across our lending and leasing portfolios. This role is ideal for someone in the early stages of their accountancy qualification (AAT Level 3/4 or ACCA/CIMA) who is looking to build technical and commercial understanding in a highly active asset finance environment.

You will work closely with Finance colleagues and the Operational teams responsible for origination, servicing and portfolio management, ensuring that revenue is accurately recognised in line with contract terms and accounting policies.

This is a hands-on role offering early responsibility, strong learning potential and exposure to a variety of structured and secured lending products, including equipment leases, term loans, and hire purchase arrangements.

Key Responsibilities

• Assist with calculating, posting and reconciling revenue in relation to loan and lease agreements
• Maintain accurate and timely revenue recognition schedules in line with internal policies and relevant accounting standards
• Monitor and reconcile accrued interest, unearned income, fees and other income items, to ensure balance sheet position is accurately reported
• Support the month-end close process, including preparation of revenue journals and associated balance sheet reconciliations in a timely manner
• Work with the lending operations team to understand cash flows, drawdowns, repayments, early settlements and restructures, to ensure accounting is correctly reflected
• Investigate variances between expected and actual income, escalating issues where appropriate
• Prepare supporting analysis and working papers for management and audit purposes
• Contribute to the enhancement of internal controls, documentation and reporting processes
• Ensure the correct application of accounting standards, including the assessment and implementation of new accounting rules, and take responsibility for accurate recognition and treatment of transactions in line with relevant reporting requirements.
• Provide support on ad hoc analysis or projects within the revenue and wider finance function

Knowledge & Experience Required

• Previous knowledge of accounting for a loan or lease portfolio
• Currently studying towards an accountancy qualification (AAT, or early-stage ACCA/CIMA)
• Good understanding of double-entry bookkeeping and accounting fundamentals
• Strong Excel skills and confidence working with complex data
• Prior exposure to a finance role in a lending, leasing, banking or financial services environment
• Understanding of key revenue components in loan or lease products (e.g. interest income, fee income, effective interest rate method)

Competencies

• Strong attention to detail, with a structured and methodical approach to tasks
• Clear communicator who is comfortable working with both financial and non-financial colleagues
• Willingness to learn, take ownership and develop within a fast-paced environment

Why Join Us

• Be a part of a forward-thinking and innovative company
• Early exposure to multiple finance product types as well as different company structures
• Work with a talented and driven team in a collaborative and connected environment
• Competitive salary and comprehensive benefits package
• Opportunities for professional development and career progression

Triple Point Values

At Triple Point there are five values we uphold as especially important in all our people. Read more on our website about how we embed our values to drive a high-performance culture

• Stay Curious
• Be Generous
• Take Thoughtful Action
• Pull Together
• Own It