Trainee Finance Administrator

Trainee Finance Administrator
Cheltenham
£23,000

An exciting opportunity has arisen for my global client based in Cheltenham! This is an exciting opportunity for someone looking to start and build their career within financial services, and have a passion for numbers, data, and finance, this is the perfect role for you! Get ready to grow and make an impact while building a rewarding career in a fast-paced, supportive environment

What the role involves:

• Prepare standard documents accurately, including statements, payment requests, and other reports.
• Input, amend, and update data using systems like Global XB, Excel, Word, Outlook, and SharePoint.
• Maintain and file electronic and paper records, respond to inquiries, and handle finance-related queries.
• Review and update key departmental reports, ensuring all actions are taken to meet deadlines.
• Reconcile unallocated cash and ensure payments and balances are accurately managed.
• Allocate payments and settlements to the correct ledger transactions, following the department's procedures.
• Create statements, identify premiums, and make payments or claims, ensuring compliance with procedures.

What you will bring:

• Good attention to detail and the ability to follow established procedures.
• Eagerness to learn and develop
• A passion for numbers and a strong eye for detail!
• Basic experience with Microsoft Office (Excel, Word, Outlook)
• An interest in working in finance or insurance is a plus, but not required.
• Commitment to completing professional qualifications in insurance (Cert CII).

Benefits and Further Information:

• Full Training and support your career development!
• 35 hour working week!
• A structured progression plan - you are in control of your own development!
• 25 days Holiday + Bank Holidays
• 6% pension contribution
• Discounted Gym Membership
• Wellbeing support/Allowances
• Health Insurance
• Industry leading qualifications!
• Fantastic, modern offices, with endless coffee and snacks for the office!
• Hybrid working available – 3 days minimum in the office!

“My client is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age”.
 

For immediate consideration send your CV to Ellie Tunnicliffe at i2i recruitment today.

We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days, please assume that you have been unsuccessful in this instance.