Accounts Assistant - Taunton, United Kingdom - Lloyd & Whyte Limited

Lloyd & Whyte Limited

Verified Company

Taunton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salary:

Up to £28,000.00 per annum, plus benefits (D.O.E. and Qualification status)

BENEFITS
~ Cashplan for healthcare treatment, free of charge
~ Income Protection Insurance Scheme
~ Death in Service Benefit (x2 times your annual salary)
~ A paid day off for your birthday
~ 25 days holiday (pro-rated) plus bank holidays
~ Support & funding for study towards your professional qualification
~ Charitable Donation through payroll
~ Cycle to work scheme
~ Social Committee - Fun events throughout the year and fundraising activities
~ Group Personal Pension Scheme
~ Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd
~ Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd _with the exception of mortgages and the Group Personal Pension_

Qualifications: _
GCSE Maths & English at Grade C/Level 4 or above
AAT Level 3

About you

Are you an analytical, methodical and detailed orientated person looking for that next step? Do you have a keen eye for detail, enjoy problem solving and strive to achieve accuracy across all areas of your work? Do you hold a Level 3 AAT qualification? We may have just the right role for you.

About the role

About Us
Lloyd & Whyte is a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture.

We believe it's vital that everyone within the business feels valued and has the right tools to do the job.

Our social committee organises regular events and everyone gets involved in charity fundraising.

Harnessing a fun, supportive environment and listening to what our people want from their working lives is just as important to us.

Key Responsibilities

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 inhouse 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