Finance Assistant

Davies are looking to recruit a Finance Assistant to join our Claims Finance team in Stoke. In this role you will be responsible for managing client funded bank accounts of behalf of our claim’s management teams. You will be tasked with producing monthly claims management, reconciliations and statements whilst supporting the Claims Finance team.

• Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
• Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
• Investigate and resolve reconciliation queries in a timely manner.
• Record all receipts and credits in a timely manner.
• Complete payment processes via online banking, cheque and internal systems
• Process cheques in and out plus bank cheques
• Process Davies fee payments
• Process bank account applications
• Answer and resolve telephone and email queries in a timely manner.
• Liaise with staff from across the Davies Group and external clients.
• Support the oversight and development of the Claims Finance team including any training and development needs.
• Adhere to Company systems and procedures.
• Actively promote the principle of Treating Customers Fairly

• Good reconciliation experience
• Strong Excel skills
• Ability to work to deadlines whilst prioritizing work load
• Must be able to multi-task
• Excellent telephone manner and Customer Service experience
• Excellent written and verbal communication
• The ability to work in a team as well as individually

Career & Purpose 

• Davies Innovation Lab
• Leadership training programme
• Funding for professional qualifications 
• Thrive at Davies; learning opportunities

Environmental & Social

• The Davies Foundation
• Local charity funding
• Pennies To Heaven
• Employee Resource Groups 
• Employee volunteering programme 

Financial Health

• Pension, 5% employee and 5% employer contribution
• My Choices at Davies provides; High Street discounts and Financial wellbeing hub
• Life assurance: x4
• Refer a Friend
• Cycle to Work Scheme 
• Lease car salary sacrifice
• Davies Incentive Plan 
• Enhanced maternity, paternity and adoption pay

Metal, Physical & Emotional Wellbeing 

• Wellbeing centre; move, munch, money & mind focus
• Discounts with 100's of UK retailers
• EAP; 24/7 confidential helpline 
• 25 days holiday, increases to 26 days after 5 years and 27 after 10 years
• Flexible working; hybrid, work from home or join a collaborative office space
• Dress for your day 
• Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage
• Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan