Finance Assistant
CV-LibraryWatford, HertfordshirepermanentPosted: 8 July 2026
Apply NowNLB Solutions are working with a subsidiary of a large business based in Watford to recruit for a new member of the team that will join as a Finance Assistant. This role is suitable for someone that has graduated with a accountancy related degree or has started their AAT studies and is keen to develop in the future to doing management accounts. This is going to be part of a team of 5 and report in to the Head of Finance.
The business offer study support and a really supportive team that will offer a nurturing environment for the person. The right person will have drive and ambition and a desire to become a management accountant within this business.
Duties:
* Raise invoices and credit notes
* Produce premium collection reports
* Process and record refunds
* Collate and distribute broker commission statements
* Clear triage queries
* Reply to premium receipt queries
* Respond to client/broker queries
* Assist with credit control
* Assist with weekly direct debit collection file and upload to BACS system
* Assist with recording BACS receipts on Salesforce
* Assist with direct debit failures
* Produce analysis to aid clients’ P11D calculations
* Recommend and implement process & procedure improvements to make sure everything is running in an efficient and timely manner
* Adherence to compliance processes and regulatory requirements including but not limited to the identification and support of vulnerable customers
* Have a basic knowledge of other departments’ processes
* Undertake general office duties from time to time when required
Person Spec:
* Strong numerical ability and attention to detail
* Good knowledge of MS Excel
* Highly methodical and process-orientated
* Organisational skills; managing and prioritising multiple tasks
* Ability to build rapport and maintain successful relationships
* Ability to respond well under pressure and deadlines
* Empathetic; able to identify, understand and respond to different views
* Listening and responding effectively
* Use of concise, clear and appropriate language
* Work well as part of a team as well as being able to use own initiative
* Excellent verbal and written communication skills
The business offer study support and a really supportive team that will offer a nurturing environment for the person. The right person will have drive and ambition and a desire to become a management accountant within this business.
Duties:
* Raise invoices and credit notes
* Produce premium collection reports
* Process and record refunds
* Collate and distribute broker commission statements
* Clear triage queries
* Reply to premium receipt queries
* Respond to client/broker queries
* Assist with credit control
* Assist with weekly direct debit collection file and upload to BACS system
* Assist with recording BACS receipts on Salesforce
* Assist with direct debit failures
* Produce analysis to aid clients’ P11D calculations
* Recommend and implement process & procedure improvements to make sure everything is running in an efficient and timely manner
* Adherence to compliance processes and regulatory requirements including but not limited to the identification and support of vulnerable customers
* Have a basic knowledge of other departments’ processes
* Undertake general office duties from time to time when required
Person Spec:
* Strong numerical ability and attention to detail
* Good knowledge of MS Excel
* Highly methodical and process-orientated
* Organisational skills; managing and prioritising multiple tasks
* Ability to build rapport and maintain successful relationships
* Ability to respond well under pressure and deadlines
* Empathetic; able to identify, understand and respond to different views
* Listening and responding effectively
* Use of concise, clear and appropriate language
* Work well as part of a team as well as being able to use own initiative
* Excellent verbal and written communication skills