This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
Do you have a background in Administration and Accounts
Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Assistant to join their busy team!
General
They offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
They recommend suitable financial products and assist with financial planning after conducting a detailed review of the financial position, circumstances, and attitude towards investment risk.
We're proud to be exclusively recruiting on behalf of a highly successful and forward-thinking company that is looking to recruit an Accounts Assistant to join the team.
We are looking for an Accounts Assistant who is experienced at overseeing general accounts administration, bookkeeping and other accounts related day to day activities.
We have an exciting opportunity for an experienced Accounts Assistant to join our rapidly expanding Financial Services Practice.
We aim to provide a highly personalised financial planning and investment management service.
Our client based in Northamptonshire is seeking an Accounts Assistant with a minimum of 3 years accounting experience to join their friendly, dynamic team.
This is a full-time permanent office-based role, Monday - Friday, (core office hours) with free on-site parking.
Benefits include: Life Insurance and Company Pension.