Finance Assistant

A highly regarded independent Commercial Broker have a requirement for a Finance Assistant to join their established Finance and Accounts team.  

They seek a motivated and organised individual with excellent communication skills.

The Finance Assistant will assist in the collection of client funds, processing of payments to insurers and supporting the smooth running of the finance department.

Role and responsibilities:

• Respond positively to all enquiries received from clients and insurers in a professional and helpful manner.
• Develop effective working relationships with insurers
• Ensure that Acturis records are maintained for all clients.
• Reduce the balance of outstanding premiums in accordance with aged debt process.
• Monitor progress of aged debt and take action as appropriate
• Allocate client receipts and resolve any queries arising.
• Ensure all outstanding actions are recorded appropriately within the system diary and followed up accordingly.       
• Process Premium Credit finance agreements and deal with any queries that arise.
• Reconcile insurer payments
• Assist with debt collection processes.
• Bank reconciliation

Key skills/experience required:

• Previous experience in a Finance or Accounts role.
• Good written and verbal communication, decision making and problem-solving skills.
• Advanced Microsoft office skills are essential, while knowledge of Acturis would be advantageous.

• Experience of working in the insurance industry would be beneficial.

• The ability to work under pressure and assimilate large quantities of information quickly.

Salary/Benefits Information:

• Salary to £28k
• Hybrid – 2-3 days / week in the office.
• Market leading benefits package
• 31 days holiday (+ bank holidays)
• Excellent opportunity for career development and progression

Contact: David Harries

Reference: DH/90792

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.