Job Description

Working with the broker finance team you will undertake daily and weekly administration responsibilities and have good Excel skills. This is a great development opportunity within an experience Finance team, working 2 days in the office and 3 from home.

• Administration duties using Excel, Word, accounting and broker software (training provided)
• Raising cheques for policy holder refunds
• Processing paperwork for urgent and weekly BACS refunds
• Daily business statistics to be sent to Directors
• Daily cashbooks from broker system to be reconciled with client bank account
• Weekly client money calculations
• Client bank account reconciliations
• Managing payments and receipts through OpenGI broker system (training provided)
• Insurer payments – keeping track of payments dates
• Issuing customer refunds though OpenGI broker system

What we offer you

• Hybrid working, 2 days office based & 3 from home
• Life Assurance, 4 x salary
• 100’s of exclusive retailer discounts
• Professional wellbeing and fitness app
• Pension
• Enhanced parental leave
• Cycle to work scheme
• Eye care vouchers
• Xmas and Summer parties, fully funded
• Staff appreciation events
• Community support day

Required Knowledge, Skills, and Abilities

• Administration experience
• Good Excel and computer skills
• Organized with the ability to priorities work and meet deadlines
• Good communication; written and verbal