Finance Assistant

2 months ago


Poole, United Kingdom Freedom Health Insurance Full time

This is a unique and exciting opportunity to join Freedom Health Insurance - a trusted independent private medical insurance company based in Poole, Dorset which is rapidly growing both in the UK and internationally. We are looking to strengthen and expand our presence in the private health insurance market and deliver outstanding customer support.

**About the role**

**Key responsibilities**
- Process new business and premium renewals in a timely manner to meet deadlines
- Record and allocate payments with a high degree of accuracy
- Report regularly to brokers on arrears and any other developments
- Data entry of commission statements
- Other ad hoc finance assistant tasks as instructed by Finance Manager

**Education and experience**
- Administration experience and good numeracy skills are essential.
- Keen to have a finance-focused role.
- Credit control experience will be highly advantageous, but not essential.
- Intermediate Excel skills are essential for this role.
- Studying AAT would be very relevant to this position but not essential.

**Personal characteristics**

**What you get in return**

You will join a dynamic and growing business with an inclusive and positive company culture built on family values that continue to be the backbone of everything we do. You will get:

- 25 days’ annual leave plus bank holidays
- Employee private medical insurance
- An employee pension scheme

This is an office-based role located in Westbourne with off street parking close by and commutable by train.

Pay: £24,000.00-£26,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Poole, Dorset: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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