Job Description

Finance Assistant

Bristol

Full-time, permanent.

35 hours per week (Mon-Fri)

Discretionary hybrid working policy, minimum 3 days in the office

Overview

National Friendly is a small mutual life insurer with a forward looking attitude and a broad and diverse portfolio of products through which it is seeking to support new business growth over the forthcoming years.

We are looking for a dedicated and detail-oriented Finance Assistant to join our existing team.

Key attributes:

You will need good attention to detail and provide accurate and consistent work. The ability to work with others to make a stronger team . Good communication skills. You will need to be self-motivated and have effective time management skills, ensuring general administration work is completed accurately and efficiently whilst working collaboratively with other team members to streamline processes

Key Responsibilities:

Managing Finance Mailbox Allocate and record all premiums received by whatever payment method Assist the Management Accountant to resolve premium related queries, liaising with other internal departments as required Assist to co-ordinate the DDT collection files Manage the purchase ledger and payment of suppliers. Working with the Management Accountant to ensure that claims and premium payments are processed in line with the Society's systems and procedures and regulatory requirements. Record and allocate all premium payments. Process new and existing direct debit queries. Administer the daily premium bank statements, ensuring that all premium payments are posted to the members' accounts. Prepare weekly commission statements for brokers To demonstrate the Society's values (Caring, Credible Agile & Dedicated) in dealings with colleagues and customers paying particular attention to the principles of Consumer Duty and acting with integrity To comply with PRA & FCA rules and regulations, Data Protection Act, Health and Safety legislation and the Society's IT policy. To assist with the internal and external audits. Undertake ad hoc analysis work as necessary.

OTHER RESPONSIBILITIES

To provide cover in case of other team members absence.

Minimum Requirements:

Excellent Microsoft Office suite skills Strong verbal and written communication skills Ability to carry out a variety of tasks within strict deadline.
We have a fantastic benefits package. For full details please visit our website at https://nationalfriendly.co.uk/careers/

Job Type: Full-time

Pay: 24,000.00 per year

Benefits:

Additional leave Canteen Casual dress Company events Company pension Free flu jabs Private medical insurance Sick pay
Ability to commute/relocate:

Bristol BS1 4NT: reliably commute or plan to relocate before starting work (required)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in Bristol BS1 4NT