Job Summary

You will support day-to-day finance and administrative operations in a growing General Insurance brokerage, maintaining accurate financial records and assisting finance processes while working closely with the Finance Director.

Responsibilities

Accounts & Bookkeeping

• Record daily bookkeeping and accounting entries to maintain accurate financial data

• Accurately record receipts, payments, and bank transactions to ensure financial integrity

• Manage Accounts Payable (AP) and Accounts Receivable (AR) processes to support cash flow

• Prepare and issue invoices to facilitate timely billing and revenue collection

• Monitor incoming payments and proactively follow up on outstanding amounts

Reconciliations & Administration

• Perform bank reconciliations to verify financial accuracy and completeness

• Reconcile client payments, insurer statements, and commission records to ensure consistency

• Maintain organised and accurate financial documentation for audit readiness

• Support administrative tasks related to finance operations to enhance process efficiency

Finance Operations Support

• Assist with credit control and payment collections to improve receivables management

• Support month-end closing activities to ensure timely financial reporting

• Prepare financial reports and summaries for management decision-making

• Handle financial information with confidentiality and accuracy to protect sensitive data

• Perform ad-hoc finance and administrative duties as assigned to support team objectives

Required competencies and certifications

• Diploma in Accounting, Finance, or a related discipline

• Minimum 2 years of accounting or finance experience in Accounts Payable or Accounts Receivable

• Proficient in Microsoft Excel and Microsoft Office

Preferred competencies and qualifications

• Strong attention to detail and organisational skills

• Responsible and dependable with ability to handle confidential information

• Positive attitude with willingness to learn and take initiative

• Ability to thrive in a structured yet fast-paced working environment

Other Information

What We Offer

• Training and mentorship to develop practical skills

• Hands-on exposure to the insurance brokerage and financial services industry

• Opportunity to work closely with experienced finance professionals

• Supportive and collaborative team culture

• Career progression to Senior Accounts Executive, Finance Manager, and Finance Director

• Opportunities for continuous learning and professional development