Financial Recordkeeping

• Maintain accurate and up-to-date records for accounts payable and receivable.

• Record and reconcile financial transactions within the general ledger.

Bank Reconciliation

• Conduct regular bank reconciliations to ensure data accuracy.

• Identify and resolve discrepancies promptly.

Accounts Payable

• Process and verify invoices from suppliers, insurers, and partners.

• Code and prepare payments in accordance with financial controls.

• Respond to payment-related queries and maintain good relationships with payees.

Accounts Receivable

• Generate client invoices and manage incoming payments.

• Communicate with clients regarding outstanding balances.

• Follow up on overdue accounts and support credit control efforts.

Credit Control & Premium Finance

• Manage instalment plans via premium finance providers.

• Chase overdue payments from clients and insurers outside standard credit terms.

Quality Assurance

• Conduct peer reviews on financial documentation and transactional records.

• Contribute to improving accuracy, efficiency, and financial compliance processes.

Other Duties

• Support additional tasks as directed by the finance lead or line manager.

• Be flexible and willing to assist with ad hoc accounting and administrative duties as business needs evolve.