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Chorley, Lancashire
Investment clerk
Group Income Reconciliations Assistant

Group Income Reconciliations Assistant

Axon Moore Group Ltd

Posted 20 hours ago, valid for 3 hours

Chorley, Lancashire PR7, England

Full Time

Life Insurance

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Sonic Summary

Axon Moore is seeking an experienced Income Reconciliations Assistant for a growing PE-backed business in Chorley, offering a salary between £26,000 and £28,000.
The role involves reconciling revenue across the Group, processing commission statements, and maintaining spreadsheets.
Candidates should have a high level of attention to detail, strong communication skills, and proficiency in IT and MS Excel.
This position offers hybrid working and fantastic benefits, including 25 days of holiday, pension, and life assurance.
Applicants are expected to have previous finance experience and the ability to manage various tasks efficiently.

Group Income Reconciliations Assistant | £26,000 - £28,000 | Chorley + Hybrid | Fantastic Benefits | Growing BusinessAxon Moore are proud to be working alongside a rapidly-growing, PE-backed business in Chorley as they recruit for an experienced finance professional to play a leading role in reconciling revenue across Group. This fantastic opportunity offers long-term stability within a friendly team as well as incredible staff benefits, including hybrid working.Key Roles and Responsibilities:Processing commission statements and reconciling bank accounts for business-as-usual income and maintaining all the necessary spreadsheets. This includes:

Liaising with the different offices to obtain statements
Logging into provider portals to download statements
Contacting providers via email/chat to obtain statements
Typing up statements from postal reports to upload to CRM system
Contacting providers to resolve queries
Cash allocation
Reviewing data for inconsistencies
Complete month end reporting and analysis
Other ad-hoc duties and project support

Required Experience and Skills:

High level of attention to detail
Strong written and verbal communication skills
Good organisational and time-keeping skills
Ability to take ownership of their role
Good IT and MS Excel skills
Flexible and able to cope with change

Benefits:

Hybrid working
25 days holiday (rising with length of service) plus Bank Holidays
Option to buy more holidays
Eyecare
Pension
Life Assurance

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