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For Companies At a Glance
- Tasks: Reconcile insurer statements and ensure smooth financial transactions.
- Company: Dynamic insurance brokerage in North Leeds with a supportive team.
- Benefits: Competitive salary, flexible hours, professional qualifications support, and social events.
- Why this job: Join a friendly environment and grow your finance career with real impact.
- Qualifications: Experience in finance roles and strong Excel skills required.
- Other info: Enjoy 25 days holiday plus bank holidays and free on-site parking.
The predicted salary is between 28000 - 35000 £ per year.
Location: North Leeds
Salary: £28,000 – £35,000 (Dependent on Experience)
Working Pattern: Full-time or Part time options available – Flexible Hours
The Role
Are you a detail-oriented finance professional looking to grow within a dynamic insurance environment? We are looking for an Accounts Assistant to join our established North Leeds team. This is a critical role focused on maintaining the integrity of our financial data and ensuring smooth transactions between our clients and insurance partners.
Key Responsibilities
- Insurer Reconciliations: Perform regular reconciliations of insurer statements against our internal back-office systems.
- Credit Control: Monitor aged debt and liaise with account handlers to ensure timely premium collection.
- Payment Processing: Prepare and process BACS payments for insurer settlements and client refunds.
- Query Resolution: Investigate and resolve discrepancies in premium amounts, commissions, or tax (IPT) calculations.
- Banking: Daily posting of cash receipts and bank statement reconciliation.
About You
The ideal candidate will have a can-do attitude and a high level of numerical accuracy.
- Experience: Previous experience in a finance role (Accounts Assistant/Bookkeeper) is essential. Insurance industry experience is highly desirable.
- Skills: Strong Excel skills and the ability to handle high volumes of data.
- Systems: Familiarity with insurance software Acturis is a major plus.
- Traits: Methodical, organized, and capable of working to month-end deadlines.
Why Join Us?
- Growth: Support for professional qualifications (AAT or CII).
- Environment: Friendly, professional office with free on-site parking.
- Benefits: Competitive pension scheme, 25 days holiday + bank holidays, and regular team social events.
How to Apply
If you are ready to take the next step in your accounts career in a thriving North Leeds business, please submit your CV and a brief cover letter highlighting your reconciliation experience.
Accounts Assistant in Tadcaster employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Assistant in Tadcaster
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and insurance sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and understanding insurer reconciliations. We want you to shine when discussing your experience and how it relates to the role!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for roles that excite you and fit your skills!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the position. We love seeing candidates who are proactive!
We think you need these skills to ace Accounts Assistant in Tadcaster
Some tips for your application 🫡
Read the Job Description Carefully: Before you start your application, make sure to read through the job description thoroughly. This will help you understand what we're looking for in an Accounts Assistant and tailor your CV and cover letter accordingly.
Highlight Relevant Experience: When writing your CV and cover letter, focus on your previous experience in finance roles, especially any work related to reconciliation or the insurance industry. We want to see how your background aligns with our needs!
Show Off Your Skills: Don’t forget to mention your strong Excel skills and any familiarity with insurance software like Acturis. These are key skills for the role, and we love seeing candidates who can demonstrate their technical abilities.
Apply Through Our Website: Once you're happy with your application, make sure to submit it through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Numbers
As an Accounts Assistant, you'll need to demonstrate your numerical accuracy. Brush up on key financial concepts and be ready to discuss your experience with reconciliations and payment processing. Practising some common accounting scenarios can really help you shine.
✨Familiarise Yourself with Acturis
If you have experience with insurance software like Acturis, make sure to highlight it during the interview. If not, do a bit of research beforehand. Understanding how this system works will show your commitment and readiness to hit the ground running.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially around query resolution and credit control. Think of specific examples from your past roles where you've successfully resolved discrepancies or managed aged debt, and be ready to share them.
✨Show Your Can-Do Attitude
The ideal candidate has a positive mindset. During the interview, convey your enthusiasm for the role and your willingness to learn and grow within the company. Share instances where you've taken initiative or gone above and beyond in your previous positions.
