Accounts Assistant | Bristol (Hybrid)

Up to £30,000

We are currently recruiting for an Accounts Assistant to join a growing insurance broker based in Bristol. This is an excellent opportunity to become part of a small, close-knit finance team, offering strong development and clear internal progression.

The Role

Reporting into the Accounts Managers, you will support both client money and office accounts within a busy finance function. This is a varied role, offering exposure across multiple areas of finance while working closely with senior team members.

You will play an important part in the day-to-day running of the department, with the opportunity to develop your skills and take on greater responsibility over time.

Key Responsibilities

• Provide day-to-day support to the Head of Group Finance
• Manage and respond to finance inbox queries (client and internal)
• Set up, process and maintain client account finance records
• Review and reconcile incoming funds from multiple sources
• Perform bank and insurer statement reconciliations
• Prepare payment runs for client accounts
• Calculate and reconcile company commission and fees
• Support debtor chasing and resolve account discrepancies
• Maintain accurate client and insurer records
• Assist with ad hoc finance and administrative duties

Requirements

• Strong attention to detail and organisational skills
• Proactive approach with a willingness to learn and develop
• Ability to manage workload and prioritise effectively
• ACII Advantageous, or working towards
• Previous finance or insurance experience beneficial, but not essential
• Comfortable working within a small team environment

Package & Benefits

• Salary up to £30,000
• 25 days holiday
• 5% bonus
• Hybrid working (with flexibility)
• Newly refurbished, modern office environment
• Clear internal progression with a strong track record of development

Apply today to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.