Finance Assistant

Posted Yesterday
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Stonehouse, Gloucestershire, England
In-Office
Junior
Insurance
The Role
The Finance Assistant will perform cash postings, credit control, reconciliations, insurer reporting, and provide administrative support for financial operations.
Summary Generated by Built In
As a Finance Administrator and Credit Control professional at Q Underwriting, you will be responsible for providing essential administrative support to the finance aspects of specified brands and functions. Your key duties will include cash postings, reconciliation, credit control, insurer reporting and ad hoc duties. You will report directly to a team lead and play a crucial role in ensuring the smooth financial operations of the company.

This is a permanent opportunity based in Gloucester, offering a standard 35-hour workweek. 

Responsibilities:

  • Process and apply BACS payments received on a daily basis

  • Manage and take ownership of the Credit Control function for specified brands including the running of aged debt and liaising with business leads/brokers

  • Process refunds, insurer payments and ad hoc. payment, ensuring correct authorisation before processing for specified brands and products

  • Query resolution with brokers

  • Manage specified finance email inbox, adhering to an SLA of 3 days from receipt

  • Regularly update the finance system with information as required on a daily/weekly basis

  • Perform reconciliation of accounts, both system and insurer

  • Bank reconciliations

  • Undertake ad hoc duties, including additional credit control, manual invoicing, manual receipts

  • Cash sweeps

  • Insurer bordereau generation

Experience:

  • Essential: Maths and English GCSE or equivalent

  • Experience using MS Office, including Excel

  • Desirable: Previous experience in accounts, finance administration, and credit control

Skills & Attributes:

  • Effective and positive communication skills, both written and verbal

  • Strong planning and organisational abilities.

  • Excellent investigative skills leading to effective resolutions.

  • Ability to build and maintain relationships with key stakeholders.

  • Proactive approach to handling queries and providing timely solutions

  • Strong attention to detail.

  • Effective written and oral communication skills.

  • Ability to work under deadlines.

  • Adaptability, flexibility, and resilience.

  • Positive response to change and ability to work well under pressure.

  • Analytical approach to problem-solving.

  • Ability to work independently and collaboratively.

Why Join Us?

  • Competitive salary and benefits package

  • Flexible working and holiday options

  • Pension, enhanced parental leave, and life insurance

  • Discounts on technology, travel, and leisure

  • Learning and development opportunities

  • Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.

Top Skills

Excel
MS Office
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The Company
HQ: London
2,973 Employees

What We Do

Since our formation in 2015, PIB Group has been on a mission to create a leading position in the provision of specialist insurance solutions across the UK market and beyond.

It’s been an exciting journey as we’ve remained focused and committed to delivering everything that we set out to achieve. We’ve been growing rapidly through acquisition, and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.

By bringing together companies and individuals recognised as leaders across a range of specialist markets, PIB can draw on their vast expertise and insights which in turn enables customers to enjoy the highest levels of service.

That journey has led to PIB Group today being a highly diversified insurance distribution consolidator focusing on specialist commercial lines and non-standard personal lines products with deep expertise across both direct and B2B distribution through its broking, underwriting and network divisions.

In 2021, PIB Group secured further investment from Apax partners (the ‘Apax Funds’) and re-investment from PIB’s existing investor since 2015 The Carlyle Group. The investments enable PIB to continue our ambitious growth plans.

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