Finance Assistant

Main purposes of job:

To provide broad support to the finance team across processing, reconciliations, reporting, and systems, with the opportunity to take on wider responsibilities and contribute to ongoing improvements in finance operations.

Key Tasks:

• Support the Management Accountant in managing day-to-day finance operations;
• Process payments related to insurance premiums, settlements, and commissions;
• Assist with reconciliation of client money and current accounts across multiple currencies;
• Verify bank details and follow up with onward insurers for payment confirmations or statement requests;
• Assist in preparing supporting documents for board meetings and reporting packs;
• Input and maintain accurate data in finance systems (e.g., Xero or similar platforms);
• Collect and enter data for various financial spreadsheets;
• Reconcile any discrepancies or errors identified during processing;
• Help generate payment runs and assist in checking documentation for accuracy;
• Liaise with internal teams and external partners regarding financial queries;
• Suggest improvements for efficiency and cost-saving across finance processes.

Key Competencies:

• Ability to clearly communicate both internally and externally
• An eye for detail
• Ability to work on your own or as part of a team
• Willingness to learn and a desire to develop

Reporting to: Management Accountant