Payment Distribution Agent

4 weeks ago


Manchester, United Kingdom Bridgewater Finance Group Ltd Full time

Bridgewater Finance Group are one of the UK’s most well-established financial solutions providers. Established 17 years ago, we live by the group’s vision of valuing our customers’ time, experience, and peace of mind. We provide ethical and customer focusedfinancial solutions. We are looking for a Payment Distribution Agent to join our Finance Team.

We take pride in being a family and put our people and our customers at the heart of what we do. We are a company that you will be proud to work for. We offer excellent career progression, comprehensive training and development and excellent rewards andrecognition programmes.

**Payment Distribution Agent Role**:

- You will be responsible for the day to day distribution of payments.
- You will ensure that client funds are distributed to creditors in line with company policies and proce
- dures.
- You will ensure that you follow CASS requirements
- Settlement pay-outs
- Final pay-outs
- Termination of client files when required
- Reviewing refunds and raising requests
- Suspending files for both settlements and final pay-outs
- Completing reports and working through to make sure we hit criteria in line of company policies
- Ensuring all payments are released within 5 working days
- Updating BACS details which includes amending and bulk BACS when required.
- Logging and reporting on any account where fees have been overcharged
- Reporting "any breaches" to line manager in line with CASS 11.9.13G CASS 11.10.2G
- Logging returned cheques from creditors
- Working through any returned BACS payments to find an outcome

**Payment Distribution Agent Experience**:

- Have a high attention to detail
- Experience of working within a similar role
- Display adherence and professionalism
- Be punctual, reliable and self motivated
- Have good Computer literacy
- Always have a "Can-do" attitude

**Payment Distribution Agent Benefits**
- Health Assured Program - this includes 24/7 Confidential Support and an Online Health Portal
- Excellent working environment and team culture
- Excellent on-site facilities


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