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For Companies At a Glance
- Tasks: Support the Finance Team with accounting tasks and ensure excellent service for our partners.
- Company: Join a dynamic company focused on delivering exceptional client experiences in finance.
- Benefits: Enjoy a competitive salary, supportive team culture, and opportunities for professional development.
- Why this job: Be part of a fun, ambitious team while gaining valuable experience in finance.
- Qualifications: AAT Level 3 or working towards it; AAT Level 4 is a plus.
- Other info: Full-time role with potential for growth and involvement in exciting projects.
The predicted salary is between 24000 - 42000 £ per year.
Key Purpose
To provide accounting support to the Finance Team, ensuring high levels of service are provided to our partners in support of the business strategy.
- Achieve individual objectives and key performance indicators as set and agreed
- Reconciliation of insurance company accounts including liaising with insurers to reconcile queries
- Communicating with colleagues with a view to settling any queries on premium postings
- Distributing refunds to clients
- Assist with administration relating to external and in-house direct debit schemes
- Reconciliation of system accounts against bank statements
- Accurate processing of accounting entries into relevant systems
- Ensure the Company accounting records are always up to date and appropriate escalation is taken
- Work collaboratively with all colleagues to deliver an exceptional client experience
- Ad hoc tasks as directed
- Support colleagues from all areas of the business as required
Responsibilities Specific to Senior Adviser
- Daily management of workflow, queries and the team in the absence of the Accounts Supervisor
- Coach & develop team members
- Handle a variety of complex work and referrals
- Be proactive & analytical in day to day role and when liaising with the management team
- Involvement with projects assigned by line managers or senior management team
Skills & Behaviours
- Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
- Quality orientated with great attention to detail
- IT literate
Qualifications
- Hold or working towards AAT Level 3 qualification
- Willing to work towards AAT Level 4 qualification
Employment Type: Full Time
Salary: Up to £30,000.00 (Depending on Experience)
Accounts Assistant/Senior Accounts Assistant employer: Lloyd & Whyte Ltd
Contact Detail:
Lloyd & Whyte Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Assistant/Senior Accounts Assistant
✨Tip Number 1
Familiarise yourself with the specific accounting software and systems used by StudySmarter. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your communication skills, especially over the phone. Since the role involves liaising with insurers and clients, showcasing your ability to build rapport and handle queries effectively will be crucial.
✨Tip Number 3
Prepare examples of how you've worked collaboratively in a team environment. Highlighting your experience in supporting colleagues and contributing to a positive team dynamic will resonate well with our values.
✨Tip Number 4
Stay updated on industry regulations and compliance standards relevant to the finance sector. Showing that you are proactive about understanding these aspects will demonstrate your commitment to working in a regulated environment.
We think you need these skills to ace Accounts Assistant/Senior Accounts Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Accounts Assistant/Senior Accounts Assistant role. Emphasise your accounting qualifications, such as AAT Level 3 or 4, and any previous experience in reconciliation and client communication.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the company's values and how you embody them. Mention specific examples of how you've provided excellent service in previous roles and how you can contribute to the Finance Team's objectives.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, organisational abilities, and experience with IT systems. Provide concrete examples of how you've demonstrated these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for an accounting role.
How to prepare for a job interview at Lloyd & Whyte Ltd
✨Know Your Numbers
Brush up on your accounting knowledge, especially around reconciliation processes and AAT qualifications. Be prepared to discuss how you've handled similar tasks in previous roles.
✨Showcase Your Team Spirit
Since the role involves collaboration, be ready to share examples of how you've worked effectively within a team. Highlight any experiences where you supported colleagues or contributed to a positive team environment.
✨Demonstrate Attention to Detail
Accounting requires precision, so be prepared to discuss how you ensure accuracy in your work. You might want to mention specific tools or methods you use to maintain high-quality standards.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially regarding complex queries or workflow management. Think of scenarios where you had to be proactive and analytical, and be ready to explain your thought process.
