Account Assistant

Investigo; Lancaster; On-site; GBP 25,000 - 32,000; Full time

Job summary

A well-established insurance business in the UK is seeking an Accounts Assistant to join their finance team. The role involves processing invoices, bank reconciliations, and supporting month-end activities. Ideal candidates should have some accounting experience and familiarity with ERP systems. Competitive study support for AAT, ACCA, or CIMA qualifications is available.

Qualifications

• Prior experience in an accounting or finance role is preferred.
• Familiarity with Business Central ERP is an advantage.
• Strong general IT skills are required.

Responsibilities

• Process supplier invoices and support Accounts Payable.
• Complete bank reconciliations and maintain accurate records.
• Assist with balance sheet reconciliations and ledger maintenance.
• Help with month-end close activities.
• Support treasury activities, including payments.
• Monitor cashflow and flag issues to the finance team.

Skills

Attention to detail

Teamwork

Excel skills

Education

AAT / ACCA / CIMA

Tools

Business Central

Continia

Acturist (CBL ERP)

Job description

About the Role

Our client is looking for a motivated Accounts Assistant to join their growing finance team within a well-established insurance business.

You’ll be involved in a broad range of day-to-day accounting duties, supporting the month-end process and helping ensure the accuracy and integrity of their financial data.

This role is ideal for someone with a grounding in accounting who’s keen to develop further in a supportive, professional environment.

Key Responsibilities

• Processing supplier invoices and supporting the Accounts Payable function.
• Completing bank reconciliations and maintaining accurate records.
• Assisting with balance sheet reconciliations and general ledger maintenance.
• Helping with month-end close activities, including journal postings and accruals/prepayments.
• Supporting treasury activities, such as preparing and processing supplier payments.
• Monitoring cashflow and flagging variances or issues to the finance team.
• Supporting ad hoc finance projects and system improvements as required.

About You

• Some prior experience in an accounting or finance role (insurance or financial services sector an advantage).
• Familiarity with Business Central (ERP) preferred; experience with Continia or Acturist (CBL ERP) is advantageous.
• Good Excel and general IT skills.
• Strong attention to detail and a proactive, team-focused approach.

Study Support

• AAT / ACCA / CIMA