Broker Finance Assistant

TN United Kingdom; Sale; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player in finance seeks a detail-oriented individual for the Broker Finance role. This position offers a dynamic work environment, where you'll manage daily reconciliations, assist with client accounts, and ensure smooth operations. Enjoy a full-time permanent contract with attractive benefits, including hybrid working options, generous holiday allowances, and wellbeing support. If you're ready to take the next step in your career with a company that values its employees, this opportunity is perfect for you.

Benefits

Pension contributions

Life assurance

25 days holiday

Birthday off

Cycle to work loans

Free gym

Subsidized café

Social bar access

Wellbeing support

Charity fundraising opportunities

Qualifications

• Experience in a fast-paced environment is essential for this role.
• High attention to detail is crucial for daily reconciliations.

Responsibilities

• Perform daily and monthly reconciliations of customer payments.
• Resolve account queries and assist with client money reconciliation.

Skills

Task prioritization

Attention to detail

Written communication

Verbal communication

Experience in finance or insurance

Job description

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Broker Finance Role

Working within the Finance team, the Broker Finance role plays a key part within the company group, ensuring smooth and efficient operations.

This role is ideal for an individual seeking to join a dynamic, growing business and looking to develop their skills to advance their career.

Responsibilities of the role

• Daily reconciliations of customer payments against the internal system
• Monthly reconciliations of customer and insurer accounts against the internal system
• Allocating and reconciling all Direct Debit funding on our Direct Debit facility
• Setting up loans, processing amendments, and ensuring all amounts and payments reconcile
• Sending statements and following up on outstanding policies for reconciliation
• Dispatching weekly statements to customers and pursuing outstanding debts
• Assisting with recording and reconciliation of client monies
• Resolving account queries arising from insurer statements and daily payments

Experience / Skills

• Managing workloads and task prioritization
• Experience working in a fast-paced environment
• High attention to detail
• Excellent written and verbal communication skills
• Industry experience in finance or insurance is preferred but not essential

Benefits

We value all our employees and offer a range of benefits:

• Core benefits including pension contributions and life assurance
• Discounts on high street and online stores
• 25 days holiday, increasing with service up to 28 days
• Your birthday off annually
• Option to buy up to 10 extra holidays or sell up to 5 holidays per year
• Cycle to work and travel loans for greener commuting
• Wellbeing support, including 24/7 access to a GP, mental health support, fitness programmes, and free legal and financial guidance

Additional Perks

• Hybrid working: option to work three days from home
• Opportunities for charity fundraising and volunteering
• On-site facilities: free gym, parking, subsidized café, and a social bar
• Full-time, permanent contract of 37.5 hours/week
• No weekends and all bank holidays off

Next Steps

If you're seeking a new challenge with excellent benefits at an award-winning company, Verastar could be your next career move. Click ‘Apply’ today to join our successful team.

We are committed to diversity and inclusion and welcome talented candidates who share our values. Successful applicants will undergo pre-employment checks.