Operational Accounts Assistant in Plymouth

Operational Accounts Assistant in Plymouth

Plymouth Full-Time 25000 - 32000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join our team to manage payments, process invoices, and reconcile accounts daily.
  • Company: Charles Taylor Assistance, a leader in travel insurance and medical assistance.
  • Benefits: Hybrid working, study support, and a supportive team environment.
  • Other info: Enjoy a collaborative culture with opportunities for personal and professional growth.
  • Why this job: Make a real impact while developing your skills in a fast-paced, dynamic setting.
  • Qualifications: GCSE Maths and English, with accounting experience preferred but not essential.

The predicted salary is between 25000 - 32000 £ per year.

Working within the Operational Accounts team to ensure payments are made daily, purchase invoices are processed and paid in a timely manner, and that client bank accounts are reconciled on a regular basis.

Key Responsibilities

  • Managing daily / monthly task workflow
  • Make GBP and foreign payments and deal with any questions/compliance issues that arise
  • Carry out daily/weekly/monthly bank and float reconciliations and investigate anything that cannot be reconciled
  • Processing purchase invoices from our providers
  • Processing ad hoc sales invoices
  • Processing Dr and Nurses escort time sheets and expenses
  • Sending of sales invoices and payment remittances to our clients/providers
  • Complete monthly and other adhoc tasks
  • Dealing with internal and external queries via email or phone
  • Prepare and investigate weekly and monthly reports for internal and external stakeholders
  • Demonstrate and role model the Charles Taylor six Values
  • Required Skills
  • GCSE Maths and English (Grades A-C)
  • Accountancy - Would be an advantage but not essential as company provides study support
  • Computer knowledge to include Outlook, Word and Excel
  • Have strong written and verbal communication skills and a good telephone manner
  • At least 1 years' experience in an accounting environment
  • Excellent attention to detail, numerical, organised, integrity, flexible, and confidential
  • Be able to work on own initiative as well as in a team
  • Be able to work to deadlines in a fast-paced environment
  • Working pattern
  • Working pattern - Monday to Friday 9:00am - 5.00pm or variant
  • Hybrid working – 2 days per week in your normal office location, subject to business requirements.
  • About Charles Taylor Assistance

Charles Taylor Assistance is the partner of choice to some of the UK’s most renowned travel insurance brands and one of the leading global providers of medical assistance, travel risk, and claims management services.

We support over five million customers every year and process over 170,000 travel claims.

Our Values

  • Accountability (We take ownership and responsibility) We all have a role to play in Charles Taylor’s growth and overall success.
  • Agility (We learn, evolve and adapt quickly) We anticipate, prepare for and adapt to change; it’s how we stay competitive.
  • Care (We are compassionate and human) We are approachable and genuinely interested in others.
  • Collaboration (We are one) We are unique but united in our work.
  • Integrity (We do the right thing) At all times, we act with responsibility and respect.
  • Cosham, England
  • #J-18808-Ljbffr

Operational Accounts Assistant in Plymouth employer: Charles Taylor plc

Charles Taylor Assistance is an exceptional employer that prioritises employee growth and development, offering study support for those looking to advance their accountancy skills. With a strong emphasis on collaboration and integrity, the company fosters a supportive work culture where employees can thrive in a fast-paced environment while enjoying the flexibility of hybrid working. Located in Cosham, England, team members benefit from being part of a leading global provider in the travel insurance sector, contributing to meaningful work that impacts millions of customers annually.

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Contact Details:

Charles Taylor plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Operational Accounts Assistant in Plymouth

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Charles Taylor plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Operational Accounts Assistant in Plymouth

Accountancy
GCSE Maths and English (Grades A-C)
Computer knowledge (Outlook, Word, Excel)
Written Communication Skills
Verbal Communication Skills
Attention to Detail
Numerical Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Charles Taylor plc.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Charles Taylor plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Charles Taylor plc

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Charles Taylor plc.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Charles Taylor plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Charles Taylor plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.