Job details

Job code:


Job title:

Finance Assistant

Job description:

We have a great opportunity for a Finance Assistant to join our client, a specialist members insurance business which, since 1994, has been delivering first class insurance and a personalised service to its members across the UK.

Working within a small finance team, you will need to be a self-starter, ideally with experience of how a successful sales ledger function works, quickly being able to get to grips with current processes and suggest improvements. In addition support with your counterpart(s) by providing any additional financial administration support.

Key Responsibilities
• Raise invoices and credit notes
• Record BACS receipts
• Assist with weekly direct debit collection file and upload to BACS system
• Process and record refunds
• Produce premium collection reports
• Assist with credit control
• Reply to premium receipt queries
• Respond to client/broker queries
• Collate and distribute broker commission statements
• Recommend and implement process & procedure improvements to make sure everything is running in an efficient and timely manner.

Key Skills Required
• Experience of sales ledger processes
• Basic knowledge of MS Excel
• Excellent verbal and written communication skills
• Ability to work using own initiative
• Ability to work within a team or autonomously
• Strong numerical ability and attention to detail
• Experience of effectively managing multiple tasks
• Highly methodical and process-orientated
• Willingness to work as part of a small but growing team with desire to take on increased responsibility as the organisation expands

•Salary £23,000 to £25,000 depending on experience
•Office-based role
•35 hours a week
•Company pension scheme (auto enrolled)
•Voluntary dental after completion of probationary period
•PMI after 6 months
•Performance-related bonus scheme (subject to bonus scheme rules re eligibility)
•23 days holiday per year
•Car parking available onsite




35 per week


£23,000 to £25,000


To apply for this job, either click the APPLY FOR THIS JOB button and email us your contact details along with your CV and the job code OR call us on 01494 433346.