Accounts Assistant

2 weeks ago


Cheltenham, United Kingdom Lansdown Insurance Brokers Full time

**About Lansdown**

**Lansdown Insurance Brokers **are proud to be part of the Benefact Group - a charity-owned, international family of financial services companies that gives all available profits to charity and good causes. We’re built on the idea that better business, can better lives

Lansdown are predominantly Property Insurance specialists, and can point to a successful track record in this sector going back more than 50 years. Within the Property Insurance market, we’re best known for our tailored schemes for Blocks of Flats, which extend to ancillary covers and services such as D&O Liability Insurance, Lift inspections and professional property valuations, to name just a few.

Our main office is based in Cheltenham, Gloucestershire, with around 35 employees based here. The key to our success is our continued ability to deliver the highest quality service to all our clients.

**About the role**

**Position**: Accounts Assistant

**Department**: Finance

**Reporting to**: Accounts Manager

**Role purpose**:
The role holder will deliver exceptional service acting as part of the Finance Team, supporting Lansdown “right first time” approach to internal and external service.

**Key Accountabilities will include**:

- Processing payments from clients and agents
- Reconciling daily bank transfer payments
- Monitoring Direct Debit payments and managing defaults
- Settling Account payments with Insurers
- Weekly banking
- Assist with monthly reconciliation
- Paying invoices from contractors and suppliers
- Commission payments to agents and property managers
- Liaising with sales teams on account queries
- Loading data onto operating system
- General admin duties

**We are looking for someone who**:

- Previous Accounts Experience, ideally insurance
- Excellent, professional, and confident communication skills
- Excellent numeracy skills
- Flexibility
- Able to manage own workload effectively
- Ability to construct effective written communications
- Work well within a team especially under pressure
- Training in the role will be provided
- Proven Outlook, Excel and Word experience
- Accurate data entry skill
- Reside within a reasonable commute to our offices in Cheltenham, GL52 2QE and willing to travel to other offices when required.

**What we offer**:

- Hybrid working
- Pension EAP Scheme
- 22 days holiday plus bank holidays, which increases with length of service
- A day’s holiday for your birthday
- Company 6 monthly bonus
- Onsite parking
- Enhanced Maternity and Paternity leave

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Cheltenham, GL52 2QE: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Accounting: 2 years (preferred)

Work Location: Hybrid remote in Cheltenham, GL52 2QE

Reference ID: AccountsAssistant


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