Broker Finance Assistant

2 weeks ago


Glasgow, United Kingdom Verastar Limited Full time

**Role Profile (The purpose of the role)**

Working within the Finance team this role plays a key part within the company group, keeping it running smoothly and efficiently.

The role will ideally suit an individual who is seeking an opportunity to join a dynamic growing business and is looking to develop their skills to forward their career.

**Scope of role (The functions, people and revenue responsibility)**

**Direct Reports**:None.

**Reports to**:Broker Finance Manager

**Responsibilities of the role (What we want you to do)**
- Daily reconciliations of customer payments against company internal system - checking all details are correct before agreeing and updating our system
- Monthly Reconciliations of customer and insurer accounts against company internal system - checking all details are correct before agreeing and updating our system
- Ensuring all Direct Debit funding is allocated and reconciled on our Direct Debit facility
- Setting up loans where required or processing amendments and ensuring all amounts and payments reconcile.
- Sending statements and chasing outstanding policies for reconciliation
- Sending out weekly statements to customers and chasing up outstanding debt
- Assisting with recording and reconciliation of our client monies
- Resolving any accounts queries that arise from insurer statements and daily payments

**Success Measures (What success in the role looks like)**
- Achieve all daily and monthly targets in a consistent manner
- Ensure insurer statements are reconciled within agreed time scales
- Operate within FCA guidelines for client monies, minimising compliance risks
- Maintain a positive relationship with Insurers.

**Experience (What you need to have already done to be right for this role)**
- Experience of juggling tasks and prioritising
- Experience of working in a fast-paced environment.
- Solid work history within administration; essential.

**Skills (The personal capabilities needed to excel in this role)**
- Methodical and organised
- Be able to take responsibility for your tasks and deliver to deadlines without prompting
- Accurate with excellent attention to detail
- Good written and verbal communications skills, with an ability to adapt communication styles to suite individual employees and team managers
- Determined and decisive; uses initiative to meet and resolve challenges

**Qualifications and other requirements**
- IT literate, with knowledge of the effective use of Microsoft (Word, excel PowerPoint), essential
- Proven track record of seeing an issue through to resolution, essential.
- Industry experience: Within finance or Insurance, preferred, but not essential.
- Location: Within commuting distance of TIO HQ, Sale or Manchester; essential.



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