Senior Treasury Finance Assisant

Vitality; Bournemouth; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

An award-winning UK insurance brand is seeking a Senior Treasury Finance Assistant for a hybrid role in Bournemouth. The successful candidate will ensure accurate processing of financial transactions and support internal teams. Key skills include accuracy in financial processing, time management, and clear communication. This position offers performance-related bonuses and health insurance benefits.

Benefits

Bonus Schemes

Pension contributions up to 12%

Health insurance benefits

Life Assurance

Qualifications

• At least 12 months' experience in an office environment.
• Ability to manage and prioritise workload.
• Previous experience in finance processing role is highly desirable.

Responsibilities

• Process all incoming receipts and outgoing payments.
• Manage rejections and update Group systems.
• Perform daily checks on BACS files.
• Handle internal queries and action requests.
• Support bank account reconciliations.

Skills

Accuracy in processing payments

Time management

Clear communication

Tools

Excel

Job description

About The Role

Team - Treasury
Working Pattern - Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week.
We are happy to discuss flexible working!

Top 3 skills needed for this role:

• Accuracy is critical when processing payments, reconciling accounts, and reviewing financial data
• Excellent time management & organisation
• You'll be liaising with internal stakeholders and possibly external contacts, so being able to communicate clearly and professionally

What this role is all about:

As a Senior Treasury Finance Assistant, you'll be responsible for ensuring all payment and receipt transactions are processed accurately, efficiently, and in line with banking regulations and internal procedures. You'll be a key player in maintaining the integrity of our financial systems and supporting internal teams with timely and reliable service.

Key Actions

• Processing all incoming receipts and outgoing payments with precision and speed
• Managing rejections and ensuring accurate updates across Group systems
• Performing daily checks on BACS files to ensure accuracy and compliance with bank cut-off times
• Handling internal queries and action requests with professionalism and clarity
• Supporting bank account reconciliations and payment allocations
• Managing Non-Medex plans, including weekly Direct Debit file creation and query resolution

What do you need to thrive?

• At least 12 months' experience in an office environment, with the ability to manage and prioritise your own workload
• Confidence in communicating with internal and external stakeholders, both via email and phone
• A basic understanding of Excel
• Previous experience in a finance processing role is highly desirable

So, what's in it for you?

• Bonus Schemes - A bonus that regularly rewards you for your performance
• A pension of up to 12%- We will match your contributions up to 6% of your salary
• Our award-winning Vitality health insurance - With its own set of rewards and benefits
• Life Assurance - Four times annual salary

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place. We're successful because we attract, develop, and retain the best people - and because we care.

Diversity & Inclusion

At Vitality, we're committed to diversity and inclusion because it's good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.

Vitality's approach to sustainability

Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment.

Please note that if we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible.