Finance Assistant

Davies; Hempstalls; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading claims management firm is seeking a Finance Assistant to manage client funds efficiently and ensure operational excellence in financial processes. The ideal candidate will have strong Excel skills and a detail-oriented approach to overseeing reconciliations and payment processes. This role also emphasizes excellent customer service and teamwork within a dynamic environment. Join us for an opportunity to make a significant impact on our clients' experiences.

Benefits

Leadership training programme

Funding for professional qualifications

25 days holiday, increasing with tenure

Flexible working

Qualifications

• Strong Excel skills required for financial processes.
• Attention to detail essential for managing client funds.
• Customer service mindset is a must.

Responsibilities

• Complete bank to bordereaux reconciliations.
• Investigate and resolve reconciliation queries.
• Make payments and process cheques.

Skills

Strong Excel skills

Attention to detail

Excellent customer service

Ability to work to deadlines

Teamwork and individual work

Job description

Finance Assistant

Application Deadline: 19 December 2025

Department: Claims Management

Employment Type: Permanent - Full Time

Location: Stoke

Reporting To: Jack Compton

Description

Claims Finance – Make an Impact

Join our dynamic team and play a pivotal role in managing client funds with precision and professionalism. As part of our Claims Finance function, you’ll take ownership of financial processes that keep our operations running smoothly. From producing accurate monthly reconciliations in Excel to investigating and resolving queries, your expertise will ensure transparency and trust at every stage.

This is more than just numbers—you’ll be safeguarding compliance, supporting contractors, and contributing to exceptional client experiences. If you’re detail-driven, proactive, and ready to make a real difference, this is your opportunity to shine.

What will your day look like:

• Complete bank to bordereaux reconciliations using Excel and send to clients
• Complete supplier or contractor reconciliations using Excel
• Investigate and resolve reconciliation queries, elevate issues
• Record all receipts and credits daily
• Make payments using online banking
• Process cheques in and out plus bank cheques
• Process Davies fee payments
• Process invoices as required
• Process bank account applications
• Answer and resolve internal and client queries
• Monitor and control client monies, escalating any issues internally or to clients as required
• Liaise with staff from across the Davies Group and external clients

Knowledge and Abilities:

Must have

• Strong Excel skills
• Attention to detail
• Committed to giving excellent customer service
• Ability to work to deadlines
• The ability to work in a team as well as individually

Desirable

• Reconciliation experience
• Ability to multi-task
• Good written and verbal communication
• #INDUKI

Benefits

Career & Purpose

• Davies Innovation Lab
• Leadership training programme
• Funding for professional qualifications
• Thrive at Davies; learning opportunities

Environmental & Social

• The Davies Foundation
• Local charity funding
• Pennies To Heaven
• Employee Resource Groups
• Employee volunteering programme

Financial Health

• Pension, 5% employee and 5% employer contribution
• My Choices at Davies provides; High Street discounts and Financial wellbeing hub
• Life assurance: x4
• Refer a Friend
• Cycle to Work Scheme
• Lease car salary sacrifice
• Davies Incentive Plan
• Enhanced maternity, paternity and adoption pay

Mental, Physical & Emotional Wellbeing

• Wellbeing centre; move, munch, money & mind focus
• Discounts with 100's of UK retailers
• EAP; 24/7 confidential helpline
• 25 days holiday, increases to 26 days after 5 years and 27 after 10 years
• Flexible working
• Dress for your day
• Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage
• Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan