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Choosing Finance as a Career in the New Year

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The start of a new year often brings a strong urge to reset. After the holidays, many people pause to think about where they’re going and whether they’re on the right path. For some, the answer lies in changing jobs or starting something completely different. If that’s you, the idea of building a financial career might start to look more appealing.

Finance stands out for people who want steady progress. It rewards good habits, like staying organised and keeping track of details. It can also provide long-term direction, which is something many of us start craving as we reflect on where we’ve been and where we want to go. If you’ve been thinking about doing work that feels more structured, now might be the time to take it seriously.

Understanding What a Financial Career Involves

Finance is a big field with lots of different roles, and they don’t all look the same. You’ll find everything from practical starter jobs to more technical roles that develop over time. If you’re just starting out, you might come across roles like accounts assistant, finance administrator, or junior bookkeeper. These jobs are often the first step, helping people learn how money moves through a business.

The day-to-day tasks in entry-level finance can include checking invoices, matching payments, or updating spreadsheets. You might be handling supplier queries or helping your team prepare monthly reports. Even though some of it might sound repetitive, it’s where you learn the basics of accuracy, consistency, and following steps in the right order.

Work settings vary too. You could work in a small office here in Cambridge, in a shared service centre that handles accounts for multiple branches, or even in a business that supports local clients in finance-heavy sectors like tech, education, or construction. No matter where you start, the core of the job is the same—supporting the financial health of the business.

Cavill Robinson Financial Recruitment places candidates in a range of financial career paths across Cambridge, from entry-level accounts and payroll roles to jobs supporting finance teams in a variety of industries.

Key Traits That Help You Thrive in Finance

Some people are naturally drawn to finance because they enjoy logic and structure. Others grow into it after trying jobs in admin or customer service. Either way, the job suits people who like working with clear tasks and deadlines.

It helps to be neat and careful with details, especially when working with numbers. If you have a habit of double-checking your work, that’s a good thing. But numbers aren’t the only part of it. So much of finance involves people—colleagues, clients, and suppliers. That’s why patience, good communication, and being on time can make just as much difference as technical skills.

Being able to explain something clearly or ask the right question when things don’t line up goes a long way. Finance often runs in the background, but mistakes ripple out quickly. People who do well tend to be steady and calm, even when deadlines stack up.

Getting Started Without Experience

Not everyone begins in finance with a degree or formal training. Many roles don’t require one. In fact, some of the most successful finance workers started out in retail, hospitality, or basic admin jobs.

If you’ve worked tills, managed stock, or handled bookings, you’ve already built experience around numbers, organisation, and customer interaction. That kind of background can carry over to finance surprisingly well. Employers often welcome candidates who know how to stay on top of repeating tasks and don’t mind routine.

Temporary or contract roles are common entry points if you’re trying to switch tracks. They let you learn on the job and show what you can do. Alongside that, you can look into basic bookkeeping courses or computer-based finance training to grow your confidence. These commit a few hours each week and introduce the systems you’re likely to see in real jobs.

Cavill Robinson Financial Recruitment supports entry-level and returning candidates to find openings in finance where transferable experience is valued and on-the-job learning is part of the package.

Planning Your Move into Finance This January

The new year is a high-activity time for hiring across finance and admin roles. Many employers are reviewing team gaps or preparing for year-end processes that run into January. It’s one of the easiest times to spot openings if you’re prepared.

Start by getting your CV in order. Emphasise anything involving structure, timekeeping, or working under pressure. If you’ve worked with tills or numbers, include that clearly. For admin experience, focus on following set procedures, meeting deadlines, or using software to track work. Even customer service duties show value if they involved complaints, booking systems, or follow-up work.

It helps to get familiar with a few common terms. Employers might mention things like purchase ledger, reconciliation, or month-end. Looking these up online and understanding the basic meaning can make interview conversations feel less intimidating.

To raise your profile, make sure recruiters can find you. Update your LinkedIn and job board accounts, use straightforward job titles in your profiles, and keep your availability up to date. Being ready in early January can make the difference between being noticed or missed.

How a Finance Career Can Grow Over Time

Starting small doesn’t mean staying there. One of the better features of a financial career is how it lets people build slowly, with clear steps. Today’s accounts assistant could be tomorrow’s team leader or financial controller.

As you spend time in finance roles, your knowledge deepens. You pick up how systems link together, how reports are built, and how decisions get made. This awareness gives you more control over where you head next. From there, it’s not unusual to specialise—some move into budgets, payroll, auditing, or system upgrades.

Many people also find that longevity helps them build relationships across different departments. Finance often works with HR, operations, or sales, especially in budgeting or performance reviews. These connections shape how you see the bigger picture and build trust between teams.

Sticking with finance tends to reward those who keep learning. Whether through additional training, software fluency, or just staying updated on tax rules and reporting methods, small efforts often add up.

Why New Year Is a Good Time to Think About What’s Next

Something about turning the calendar feels like starting clean. In late December and early January, many of us find space to think about where our energy should go. For those craving structure and something to build on, finance offers clear routes to explore.

It isn’t about being perfect with numbers. It helps to be careful, punctual, and good at following steps. The rest can grow over time. Whether you’re fresh from school, shifting out of hospitality, or coming back after a career break, a financial career might be less out of reach than it seems. The new year is a good moment to take that step seriously. The goals you set now might point you to steady, rewarding work that lasts longer than you expected.

Thinking about what a new direction might look like this year? Starting a financial career in Cambridge can be a solid move. The early stages often give you clear structure, helping you build useful habits and steady progress. Whether you’re changing industries or searching for your first serious role, we believe a strong foundation makes a difference. At Cavill Robinson Financial Recruitment, we’d be happy to talk through what’s out there—just drop us a message when you're ready.