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Finance Manager (O910094)

West Sussex

Assurance & Insurance

£32,500 per annum

Full time / Permanent

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Job description


Our Client is a leading firm of independent insurance brokers, enjoying consistent growth over recent years, and requires a Finance Manager to join the team. The ideal person sought will have experience in a similar role, while ideally will have a demonstrable background with financial services compliance. As a small but highly productive team, the opportunity for either part time or full time hours exists, though is anticipated to be full time.

Role Profile

  • Assist the Directors in all the accounting functions within the Company to include the monthly reconciliations of all insurer accounts and to produce all monthly and yearly reports required by the Directors
  • Dealing with any queries and ensuring the accounts are settled in a timely manner and to report to the Director regarding any issues
  • Ensure that all communications from their insurer partners are acted on in a timely manner
  • Oversee the Finance Assistant, ensuring all work is completed to an accurate level and in a timely manner. Identifying training and development needs, being a referral point for complex queries and day to day operational control of the team
  • Deal with all insurer reconciliations, liaising with the insurers accounting departments with any queries and also the local staff
  • Reconcile and code all items on the Xero accounting system
  • Monitor the Aged Debtors and Creditors and report to the Directors / Team managers
  • Be responsible for the debt management of clients paying via their Premium Finance Provider
  • Generating the monthly renewal reports onto an excel spreadsheet and saving this onto the shared drive
  • Banking all cash and cheques
  • Processing all return premiums
  • Answering the phone throughout the day assisting clients with their inquiries and putting them through to the correct department
  • Be responsible for the collation of all monthly stats prepared for the company directors
  • Be responsible for managing all outside suppliers (i.e. water / stationery / confidential waste etc)
  • Assist the Directors and all other staff with general queries and contribution to company-wide activities such as marketing, system and process development, training and operations administration
Person Profile
  • GCSE qualification (or similar) including English and Mathematics at grades A to C
  • Good computer literacy and numeracy skills
  • Good organisational and management information development skills
  • Good interpersonal and communication skills
  • Good knowledge and experience of all Microsoft Office applications (Word, Excel, Outlook)
  • Experienced in use of Xero Accounting software
  • Leadership and People Management - A great role model for others and able to motivate and inspire
  • Communication - Ability to communicate effectively with Supervisors and Peers, both verbally and in writing
  • Attention to Detail - Be precise and meticulous in ensuring processes are conducted correctly and in a timely manner
  • Business Acumen - Ability to apply business acumen to solve problems
  • Time Management - Ability to effectively manage time and tasks to achieve high productivity


  • Knowledge and experience of Open GI
  • Experience within the Insurance industry

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