Finance Assistant

Michael Page; Stockport; Hybrid; GBP 23,000 - 28,000; Full time

Job summary

A leading insurance broker seeks a full-time Finance Assistant to join their supportive and dynamic team in Hazel Grove. This role offers a competitive salary, hybrid working, and a stable position with opportunities for career advancement. The ideal candidate will have a relevant qualification and strong analytical skills, contributing to timely financial operations in a collaborative environment.

Benefits

25 days annual leave + BH

Inclusive and supportive workplace culture

Permanent role with stability

Qualifications

• Relevant qualification or coursework in accounting, finance, or related field.
• Previous experience in an accounting or finance role.
• Understanding of financial processes and best practices.

Responsibilities

• Ensure insurer accounts are reconciled according to terms.
• Make payments to insurers and manage client refunds.
• Maintain accurate records and cashbook.

Skills

Numerical skills

Analytic skills

Attention to detail

Education

Qualification in accounting or finance

Tools

Accounting software

MS Office

Excel

Job description

A fantastic permanent opportunity for a full time Finance Assistant roles based in Hazel Grove with flexible hybrid working.

Client Details

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.

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.

Profile

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.

Job 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.