Salary:

GBP24000 - 28000 / annum

Location:

Bristol

Date posted:

2nd May 2019

Employment type:

Permanent

Job reference:

06010-0010952243

Staffing area:

Accounting and Finance


Description

Robert Half Finance and Accounting are currently looking to recruit a Finance Analyst to join an exciting Insurance company based in Central Bristol. For the right person the client is offering a very competitive:

£24,000 - £28,000 plus excellent benefits including performance bonus

Role responsibilities will include but not limited to:

  • Receiving, processing and analysing insurance bordereau from all different brokers across the business
  • Updating the Unearned Premium Reserve and Commission calculations on a monthly basis
  • Forecast and posting of estimated turnover for all brokers, ensuring previous forecast reverses and posting of the actual upon receipt
  • Reception and processing of all claims statements
  • Calculation and posting of the reinsurance balance on a monthly basis
  • Carrying out financial analysis of our key clients on a monthly basis
  • Produce and analyse monthly statements to ensure they produce the correct figures based on the set up of the account
  • Analyse commissions and queries given to you for key accounts
  • Detect any irregularities or high level errors in relation to accounts, producing a report for review to show detailed analyses of the error
  • Identify any financial impact, numbers of policies affected and other concerns relating to any accounts to analyse
  • Reconciliation of the insurance control accounts
  • Take accountability for any issues identified and ensure they are rectified appropriately
  • To undertake any other duty or responsibility that may reasonably be allocated by your line manager
  • Ad-hoc project work as required by the business
  • To adhere to the Company's procedure in accordance with the FCA guidelines and TCF (treating customers fairly)
  • To support Managers to manage the key risks within your department
  • To adhere to all Company Policies and Procedures, including Health & Safety, Equal Opportunities, Data Protection, Code of Conduct, Security, IT and Internal Control Financial Regulations

Person specification:

  • AAT qualified or studying CIMA/ACCA
  • Ideally experience within Financial Services (in particular Insurance)
  • Previous experience in an analytical role
  • Strong communication skills, both written and verbal. Able to influence at the correct level required for this role.
  • Commitment to provide a first class service to internal customer and external partners.
  • Recent experience in the financial services industry, ideally insurance
  • Robust team working and collaboration skills
  • Knowledge of Microsoft Office products (Word, Excel, Powerpoint and Microsoft Outlook)
  • An excellent knowledge of Excel

For the right person the client is offering a very competitive:

£24,000 - £28,000 plus excellent benefits including performance bonus


Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms: https://www.roberthalf.co.uk/privacy-notice



Bristol

Whitefriars,
Lewins Mead, Bristol
BS1 2NT
gb
0117 993 5400
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