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

Lloyd & Whyte Group Limited

Verified Company

Taunton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salary:
Starting from £28,000.00 per annum _(Depending on Experience and Qualification Status_)

Qualifications:

GCSE Maths & English at Grade C/Level 4 or above

AAT Level

Willing to work towards ACA, ACCA or CIMA qualification

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_

About You:

Are you AAT qualified, perhaps working towards your ACCA _(or equivalent) _and keen to progress within a diverse and ever evolving business? Do you have previous experience of working within an Accountancy based role and are now looking for your next career move, within a company full of opportunity? If so, we may have just the right role for you.

About the Role:

Due to recent growth within the business, Lloyd & Whyte Group are pleased to be looking for a Senior Accounts Assistant to join our Taunton based team.

The Group is constantly evolving and rapidly growing, with really exciting prospects on the horizon across the business, both imminently and over the next few years.

Within this role, you will help to support our Financial Reporting Manager to ensure the Accounts team can effectively adapt and evolve with the business, as we continue to grow with future acquisitions.

This is an extremely varied role, where no two days will be the same and will be integral to the overall function of the Group.

You will help to ensure that our insurer relationships are continually strong and work collaboratively with business units across the Group to ensure that the right things ultimately get done at the right time

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.

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