NEW Accounts Assistant Opportunity To Join Professional City Based FS Company

in pact consulting
London (Greater)
16 Apr 2019
21 May 2019
Contract Type
Full Time

Do you have strong reconciliation and payment ability gained within an insurance company or a desire to move into this industry sector

Have a high level of MS Excel and communication skills and an outgoing personality ?

Seeking a new and highly rewarding role working for a dynamic sociable company that offer a 1st class salary/benefits package?

Our client is one of the top 30 independent brokers in the UK and prides themselves on the personal touch, being easy to do business & with a track record of successfully working with clients who appreciate the professional advice that they are able to provide.

Very well established they have grown from an initial 7 employees to in excess of 100 with a Head Office in London and they are accredited with Chartered Broker status. This company is passionate about recruiting, developing and supporting their people throughout their careers and they currently have an opportunity for a Broking Ledger Controller based at their Head Office near Fenchurch Street in London to help ensure the smooth running of the Company’s Insurance Broking Account function and ensure that client money is accurately accounted for & that insurers commissions are paid on time and a summary of duties appear below:-

Reconciliation of insurer accounts ensuring payment within the terms of credit.

Insurance Broking Accounts reconciliation.

Comprehensive liaison with broking staff & insurers.

Chase missing direct commission payments.

Report on a monthly basis re Insurer Creditors List and statements.

Liaise with insurer contacts and account handlers in relation to premium payment queries.

Ensure that cheques and BACS client refunds are made within set timescales.

Extensive liaison with other areas of the business re finance matters.

Maintain client money bank reconciliation.

Assist managers with improved systems and processes.

Supervise other members of the team when necessary.

Ad hoc project and analysis work.

Applications for this excellent opportunity are particularly invited from candidates who have worked within the finance section ideally in an insurance broker environment. Strong IT skills would also be required for this role to include Microsoft Word & advanced Excel (V Lookup knowledge would be an advantage) as well as the ability to prioritise and organise your own workload, communicate effectively at all levels and supervise team members when required.


Our client offer a relaxed working environment, highly competitive salary and excellent benefits including pension (3% Employer contribution), life insurance, permanent health insurance, private medical insurance, extensive professional training support, season ticket loan & cycle to work scheme so of you have the skills and industry background required and are looking for a new challenge in a rewarding and highly enjoyable environment then we would like to hear from you.

Please forward your CV now for immediate consideration.

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