Job Title: Finance Operations Analyst
Location: Reading / Hybrid
Salary: Competitive
Job type: Permanent, Full time
Guardian was “re-born” with a simple objective….to make life better. It’s at the core of everything we do and we’ve worked hard to turn an idea into an exciting business proposition. We’ve bought together the best capability, technology and people to create a business that challenges conventional thinking, and approaches things differently.
We believe that by being trusting we will be trusted in return. For our business that means providing Financial Advisers and their clients with products and services that they can be certain of.
For you that means being part of a team where you can really make a difference, and part of a culture that is driven to make life better. You’ll be in an environment that you can trust to do everything it can to help you grow and succeed.
We hire people who love to work in a fast-changing environment where everyone takes responsibility and gets the right things done.
We expect to grow quickly and we want you to share in that ambition.
Key Responsibilities:
As the Finance Operations Analyst the key responsibilities of the role are:
- Carry out the finance operational processes necessary to ensure they support the successful operation of the Business
- Finance operational processes will include those that are relevant to insurance operations
- Drive and influence changes to finance operational processes so that the Business can meet its aspirations and the financial control environment remains appropriate
- Provide cover and support for other processes in this small Finance Operations team
- Maintain the reconciliation of policyholder premium collections, premium refund and claims payments
- Eventually to maintain reconciliation of payments to and recoveries from Adviser
- Review relevant ledger postings and reconcile to bank accounts
- Prompt and monitor to completion the casework of customer service actions necessary to resolve any differences noted
- Work closely with the Operations and Finance teams to ensure efficient processes
- Suggest and see-through changes to processes to reduce reconciling differences and, thereby, improve customer service
About you:
Ideally you will have the following expertise:
- Experience of reconciling
- Experience and qualifications in bookkeeping
- Self-starting and comfortable working on own initiative and in a fast-paced environment
- Team focused
- Financial Services / Insurance experience desirable but not essential for the right candidate
- Confident user of excel
Benefits:
This is a fantastic opportunity to develop professionally with great career prospects and a generous benefit package which includes:
- Training
- Support with professional qualifications
- Private Medical Insurance
- Life Cover
- 25 days holiday
- Company pension scheme
- Additional option benefits and staff discounts
Company Goals:
Being part of Guardian means being part of a team that is committed to providing better outcomes for its clients and customers. In that respect, we agree to work towards delivering the collective goals of the business.
Embody the Shared Values and Beliefs of the Business and fully demonstrate this, through your working objectives, to deliver the best possible outcomes for our customers.
Conduct yourself in a way that is open, honest and transparent and ensures that our customers and clients are treated with integrity and respect.
Please click on the APPLY button to be directed to the company’s recruitment page.
Candidates with the relevant experience or job titles of; Group Finance Operations Analyst, Assistant Finance Manager, Financial Analyst, Senior Financial Assistant, Accounts Coordinator, Finance Associate, Group Finance Coordinator, Finance Specialist, Financial Accounting, Cost Controller, Accounts Controller, Senior Finance Analyst, Accounts Analyst, CIMA, ACCA, Accounts Receivable, Accounts Payable, Sage50 may also be considered for this role.
