Financial Operations Specialist

7 days ago

Maidstone, Kent, United Kingdom KHR - Recruitment Specialists Full time
Job Description

Job Title: Financial Operations Specialist

Job Summary:

We are seeking a highly skilled Financial Operations Specialist to join our team at KHR - Recruitment Specialists. As a Financial Operations Specialist, you will play a critical role in managing caseloads covering credit control and financial operations.

Key Responsibilities:

  • Raise refund requests to ensure timely returns of funds to clients
  • Perform comprehensive credit control tasks
  • Partner with the Broking department to manage debtors
  • Handle unallocated funds
  • Facilitate premium finance loans for clients
  • Report key performance indicators (KPIs) to management
  • Liaise with the Broking ledger control team for funding requests
  • Support the client money and statutory audit
  • Ensure the accurate allocation of client money and insurer settlements

Requirements:

  • Experience in a similar role is essential
  • Industry experience is not essential but preferred
  • Qualified or Part Qualified AAT is advantageous
  • Experience and reliability are highly valued

Skills and Attributes:

  • Problem-Solving Skills:
    • Proactively identifying and resolving issues or challenges before they escalate
    • Applying critical thinking and analytical skills to develop effective solutions
  • Prioritisation Skills:
    • Efficiently managing tasks by determining and organising their importance and urgency
    • Allocating time and resources effectively to meet deadlines and achieve objectives
  • Stakeholder Skills:
    • Effective communication, relationship building, and negotiation with diverse stakeholders to address needs and foster collaboration
    • Ability to influence stakeholders, understand their perspectives and adapt approaches to maintain positive interactions
  • Multitasking Skills:
    • Prioritisation, time management, and organisational abilities to handle multiple tasks or projects concurrently
    • Maintaining focus, efficiency, and adaptability while managing varying demands and deadlines effectively

What We Offer:

We take care to ensure that you are represented as well as possible. It is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a 'clean' copy in Word.

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