Finance Assistant

Michael Page (UK); Hazel Grove; Hybrid; GBP 28,000; Full time

Job summary

A leading insurance brokerage seeks a Finance Assistant to manage accounts reconciliation, maintain client payments, and ensure financial regulatory compliance. The role offers a salary of up to £28,000 and allows for hybrid working. Ideal candidates will possess a relevant qualification and strong numerical skills.

Benefits

25 days annual leave + BH

Inclusive and supportive workplace culture

Qualifications

• Experience in an accounting or finance role is desirable.
• Strong proficiency with Excel is required.
• Understanding of financial processes and best practices.

Responsibilities

• Reconcile insurer accounts and ensure timely payments.
• Maintain and track client payments using online banking.
• Work with the team to resolve payment issues proactively.

Skills

Numerical skills

Analytic skills

Attention to detail

Education

Relevant qualification in accounting or finance

Tools

Accounting software

MS Office

Excel

Job description

• Finance Assistant - Hazel Grove - Flexible home working- two days office
• Highly successful, growing and very well established organisation

About Our Client

Working for a very well established Insurance Brokers, dynamic and consistently growing with a great supportive culture, very low staff turnover and genuinely nice people.

Job Description

The duties include:

• Ensure insurer accounts are reconciled in accordance with agency terms.
• Ensure insurer accounts department are made aware if any payments are not being made.
• Ensure all systems are kept up to date with appropriate records/information and that all instructions are recorded on the systems.
• Make payments to insurers using online banking procedures
• Ensure payments and reconciliation of accounts are carried out on a timely basis.
• Ensure all statements and accounts are checked for accuracy and payments are issued in accordance with regulatory standards.
• Work with team to ensure payments are obtained within agreed credit terms and promptly deal with any issues that could lead to or result in payment not being made within credit terms.
• Take client card payments over the phone.
• Receipt cash onto system and maintain excel cashbook.
• Set up payment of client refunds using online banking procedures.
• Maintain and track client payments via finance provider.

The Successful Applicant

A successful Finance Assistant should have:

• A relevant qualification or coursework in accounting, finance, or a related field.
• Proficiency with accounting software and MS Office, especially Excel.
• Strong numerical and analytic skills with attention to detail.
• Previous experience in an accounting or finance role.
• An understanding of financial processes and best practices.

What's on Offer

• Salary up to £28000.
• Permanent role with stability
• Hybrid working with just two days in the office
• 35 hours
• Inclusive and supportive workplace culture.
• 25 days annual leave + BH

If you are eager to advance your career as a Finance Assistant, we encourage you to apply today.