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- Tasks: Record funds, make payments, and resolve discrepancies in a fast-paced finance role.
- Company: Join Davies, a forward-thinking company in the insurance industry.
- Benefits: Enjoy flexible working, leadership training, and 25+ days holiday.
- Why this job: Kickstart your finance career with real impact and growth opportunities.
- Qualifications: Strong Excel skills and attention to detail are essential.
- Other info: Collaborative environment with a focus on employee wellbeing and community support.
The predicted salary is between 30000 - 42000 £ per year.
Davies Stoke-On-Trent, England, United Kingdom
Description
Application Deadline: 19 December 2025
Department: Claims Management
Location: Stoke
Claims Finance – Make an Impact
Join our dynamic team and play a pivotal role in managing client funds with precision and professionalism. As part of our Claims Finance function, you’ll take ownership of financial processes that keep our operations running smoothly. From producing accurate monthly reconciliations in Excel to investigating and resolving queries, your expertise will ensure transparency and trust at every stage.
This is more than just numbers—you’ll be safeguarding compliance, supporting contractors, and contributing to exceptional client experiences. If you’re detail-driven, proactive, and ready to make a real difference, this is your opportunity to shine.
What will your day look like
- Complete bank to bordereaux reconciliations using Excel and send to clients
- Complete supplier or contractor reconciliations using Excel
- Investigate and resolve reconciliation queries, escalating issues
- Record all receipts and credits daily
- Make payments using online banking
- Process cheques in and out plus bank cheques
- Process Davies fee payments
- Process invoices as required
- Process bank account applications
- Answer and resolve internal and client queries
- Monitor and control client monies, escalating any issues internally or to clients as required
- Liaise with staff from across the Davies Group and external clients
Knowledge and Abilities
Must have
- Strong Excel skills
- Attention to detail
- Committed to giving excellent customer service
- Ability to work to deadlines
- The ability to work in a team as well as individually
Desirable
- Reconciliation experience
- Ability to multi-task
- Good written and verbal communication
Benefits
Career & Purpose
- Davies Innovation Lab
- Leadership training programme
- Funding for professional qualifications
- Thrive at Davies; learning opportunities
Environmental & Social
- The Davies Foundation
- Local charity funding
- Pennies To Heaven
- Employee Resource Groups
- Employee volunteering programme
Financial Health
- Pension, 5% employee and 5% employer contribution
- My Choices at Davies provides; High Street discounts and Financial wellbeing hub
- Life assurance: x4
- Refer a Friend
- Cycle to Work Scheme
- Lease car salary sacrifice
- Davies Incentive Plan
- Enhanced maternity, paternity and adoption pay
Mental, Physical & Emotional Wellbeing
- Wellbeing centre; move, munch, money & mind focus
- Discounts with 100\’s of UK retailers
- EAP; 24/7 confidential helpline
- 25 days holiday, increases to 26 days after 5 years and 27 after 10 years
- Flexible working
- Dress for your day
- Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage
- Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
#J-18808-Ljbffr
Finance Assistant employer: Davies
Contact Detail:
Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those working at Davies or similar companies. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common finance assistant questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your skills and experiences.
✨Tip Number 3
Show off your Excel and Word skills during interviews! Bring examples of how you've used these tools in past roles, as they’re crucial for the Finance Assistant position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Finance Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your strong Excel and Word skills, as well as your attention to detail. We want to see how your experience aligns with the Finance Assistant role, so don’t be shy about showcasing relevant tasks you've tackled in previous jobs.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our team. Mention your ability to work under tight deadlines and resolve queries effectively – these are key for us!
Showcase Teamwork and Independence: We value both teamwork and the ability to work independently. In your application, share examples of when you’ve successfully collaborated with others or taken the initiative on your own. This will help us see how you fit into our culture.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Davies
✨Know Your Numbers
Brush up on your Excel skills before the interview. Be ready to discuss how you've used Excel in past roles, especially for tasks like reconciling accounts or producing invoices. This will show that you’re not just familiar with the software but can also apply it effectively.
✨Understand the Role
Make sure you fully understand the responsibilities of a Finance Assistant at Davies. Familiarise yourself with terms like 'CIS tax' and 'claims insurance'. Being able to speak knowledgeably about these topics will demonstrate your genuine interest in the position.
✨Prepare for Scenarios
Think of examples from your past experiences where you resolved discrepancies or handled tight deadlines. Prepare to share these stories during the interview to illustrate your problem-solving skills and attention to detail.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the team dynamics or how success is measured in the role. This shows that you’re engaged and thinking about how you can contribute to the company’s goals.
