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** Trainee Finance Assistant Insurance Sector | Plymouth, Devon **
Are you looking to kickstart your career in finance? Do you have a keen eye for detail and a passion for numbers? Join a thriving and supportive team in the insurance sector as a Trainee Finance Assistant and take your first step into the world of finance.
About the Company
Our client is a well-established and growing insurance brokerage based in Plymouth, Devon. Known for their collaborative culture and commitment to staff development, they offer a fantastic environment for learning and career progression.
The Role
As a Trainee Finance Assistant, youll work closely with the finance team to support a range of IBA accounting and administrative tasks. This is a full-time, office-based role with excellent training opportunities and a clear path for progression.
Key Responsibilities
- Investigate and resolve client receipt allocation issues by liaising with relevant internal and external teams.
- Perform monthly bordereaux and insurer account reconciliations and initiate payments.
- Monitor and process client refunds.
- Raise and resolve premium and commission queries with Account Handlers and Insurers.
- Investigate and resolve allocation anomalies in Insurer/Introducer/Agent accounts.
- Assist auditors during the annual audit process.
- Provide administrative support to the finance team.
- Follow company accounts procedures and regulatory requirements.
- Participate in the companys Training & Competence Scheme.
What Were Looking For
- No formal qualifications required just a willingness to learn and grow.
- Strong analytical and problem-solving skills.
- Good interpersonal and communication skills.
- Strong Excel skills.
- A desire to build a career in finance within the insurance industry.
Benefits
- Salary £21,000 p/a
- Company pension scheme
- Career progression and specialised training
- Supportive and friendly team environment
- Ready to Launch Your Finance Career?
If you're enthusiastic, detail-oriented, and ready to learn, we want to hear from you. Apply now and start your journey as a Trainee Finance Assistant.
