Role: Finance Technician
Location: Poole (hybrid work offered after training)
Salary: competitive
Insync Insurance, a valued part of the Brown & Brown UK , are looking to recruit a Finance Technician to join their team.
This is an excellent chance for an experienced accounts professional to join a thriving business, in a role which will offer the chance of long-term progression.
Further benefits on offer include free local parking, a competitive salary & generous benefits package, and hybrid working after the initial training period.
Duties to be performed in the role are as follows:
Financial:
- Assisting with monitoring cash flow so payments produced can be paid.
- Assisting with departmental accounts queries.
- Advising technicians, finance and office services staff of all input errors, to ensure reduced future errors, providing training as required to reduce number of errors.
- Completion of daily client money banking.
- Assisting with Completion of client credit control processes, liaising with technicians and production of monthly analysis.
- Liaising and assisting auditors and the company accountants as requested.
- Assisting with production of bank payments and bank transfers (Bacs or cheque).
- Assisting with ensuring that all departmental finance queries, are answered adequately and in a timely manner.
- Assisting with the production and distribution of daily and weekly MI.
- Assisting with the production and settlement of amounts due to insurers and introducers, including bordereaux if required.
- Assisting and covering for team members.
- Ensure electronic calendars are up to date and representative of all activities.
- Assisting and managing bespoke tasks as required by directors and the board.
- Ensure all regulations are complied with which effect the finance and office services departments.
- Ensure effective credit control procedures for the giving of credit and collection of debt.
- Ensure all reconciliations are carried out within the appropriate timescales.
Compliance:
- Be conversant and compliant with all Insync procedural requirements and internal control standards.
- Ensure adherence to Regulatory requirements in all areas, achieving these in the most efficient manner.
Risk Management:
- Ensure financial and operational risks to the business are identified, quantified and mitigated.
For more information please apply online or contact Dan Hurley.
Job Types: Full-time, Permanent
Benefits:
- Casual dress
- Company events
- Employee stock purchase plan
- Free parking
- Work from home
Work Location: In person
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