Total 12 finance banking insurance job vacancies in tr1

Finance Administrator - Truro - From £23,500 per annum dependent on experience

Are you someone who enjoys working with numbers and has a passion for all things analytical? Do you have excellent IT skills and are known for being data rational? Are you highly organised with strong admin skills? Well, we have an exciting opportunity for you!

We are currently seeking an Accounts Assistant to join our clients team in Truro.

Your main responsibilities will include:

• Handling payments,
• Setting up Direct Debits,
• Processing refunds
• Managing the purchase ledger.
• Carrying out reconciliations
• Managing aged debtors.

So if you are someone who loves being in a fast-paced environment and has a keen eye for details, then this role is perfect for you!

As an Accounts Assistant, you must have excellent IT skills and be comfortable working with various software and systems. We are looking for someone who is highly organised and has good admin skills as you will be responsible for maintaining accurate and up-to-date financial records. You should be a pro at handling financial data and have a knack for spotting discrepancies and resolving issues.

We are searching for a flexible individual who can adapt to changing priorities and multitask effectively. Someone who is solution-driven and can take ownership of their work. Our ideal candidate must be customer-focused as you will be dealing with clients on a daily basis. We value individuals who have superb communication skills and can build positive relationships with both internal and external stakeholders.

To apply, please apply here or send your CV to coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

Acorn by Synergie is looking for a Claims Advisor for their client in Truro. This is a full time permanent job offering a salary of £23,500 per annum ++ dependent on experience.

Are you an experienced professional with at least 12 months in insurance? Do you have experience in underwriting, broking, claims handling, damage limitation or credit hire?

If yes, you might just be our clients newest Claims Advisor!

As a Claims Advisor, you'll be responsible for processing all claims related to our clients, which includes reviewing and assessing claim documentation, settling and processing claims.

You will need to have:

* A minimum of 12 months in the insurance industry experience

* Previous experience in underwriting, broking, claims handling, damage limitation or credit hire

* Excellent communication skills, both verbal and written, with the ability to speak with clients

* A good working knowledge of the Insurance industry and its regulations

* The ability to assess, manage and process claims in a timely manner

You'll be working in a fast-paced environment where attention to detail and accuracy are key, so you must have the ability to work under pressure and have an aptitude for problem-solving. Keeping up to date with industry regulations and best practice will also be essential.

This is an exciting opportunity to work as part of a team with a competitive salary and an opportunity to learn and grow in this field.

If this position has caught your interest then please don't hesitate to submit your resume and a supporting statement outlining why you feel you are the perfect fit for this role. We look forward to hearing from you! Please send your CV to coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

Acorn by Synergie is looking for a Claims Advisor for their client in Truro. This is a full time permanent job offering a salary of £23,500 per annum ++ dependent on experience.

Are you an experienced professional with at least 12 months in insurance? Do you have experience in underwriting, broking, claims handling, damage limitation or credit hire?

If yes, you might just be our clients newest Claims Advisor!

As a Claims Advisor, you'll be responsible for processing all claims related to our clients, which includes reviewing and assessing claim documentation, settling and processing claims.

You will need to have:

* A minimum of 12 months in the insurance industry experience

* Previous experience in underwriting, broking, claims handling, damage limitation or credit hire

* Excellent communication skills, both verbal and written, with the ability to speak with clients

* A good working knowledge of the Insurance industry and its regulations

* The ability to assess, manage and process claims in a timely manner

You'll be working in a fast-paced environment where attention to detail and accuracy are key, so you must have the ability to work under pressure and have an aptitude for problem-solving. Keeping up to date with industry regulations and best practice will also be essential.

This is an exciting opportunity to work as part of a team with a competitive salary and an opportunity to learn and grow in this field.

If this position has caught your interest then please don't hesitate to submit your resume and a supporting statement outlining why you feel you are the perfect fit for this role. We look forward to hearing from you! Please send your CV to coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

JOB TITLE: Customer Support

SALARY: £23,500

LOCATION(S): Truro and covering our friendly Truro and St Austell branches
HOURS: 35 hours a week, including some Saturdays

WORKING PATTERN: Full-time


About this opportunity
Our colleagues are passionate about making a difference to customers, businesses and communities - could you join them and help Britain prosper?

As one of our Customer Support colleagues, you'd get the opportunity to earn, learn and develop within an inclusive, organisation with genuine values focussed on putting people first.

You could be greeting our customers at the welcome desk, helping them at the counter or working on other branch tasks. And you'll learn to make the most of your best talent - helping people - using our latest in-branch technologies and digital services.

From Day 1 we'll provide all the training and support you'll need and many of our colleagues also go on to gain industry qualifications or careers in the wider Group - there's a wealth of opportunities.

About us
From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose.

What you'll need

• To be honest and genuine, caring about helping people with their finances (no previous banking experience required)
• The ability to quickly build relationships to give customers a fantastic experience.
• Acting with care and integrity - taking time to resolve queries and giving our customers confidence in the service you're providing.
• A genuine teammate - collaborating closely with branch colleagues to ensure your customers' needs are met.
• The flexibility to work in branches across the area and Saturdays when needed.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it's why we especially welcome applications from under-represented groups.

We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 22 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive?

Apply today and find out more.

(Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.)

Proud member of the Disability Confident employer scheme

Insurance Advisor

Truro

From £24,000 per annum dependent on experience and qualifications

Are you an experienced Insurance Advisor looking for a new opportunity? We are currently seeking a highly motivated and knowledgeable individual to join our client's team in Truro. As an Insurance Advisor, you will be responsible for providing exceptional customer service and guidance to clients in all aspects of insurance. You will also have the opportunity to utilise your insurance experience and skills to make confident and effective decisions, while recognising and maximising business development opportunities.

Key Responsibilities:

- Provide expert advice on insurance products to clients

- Build and maintain strong relationships with clients

- Assist clients with insurance claims and liaise with insurance companies on their behalf

- Conduct thorough risk assessments and provide appropriate insurance solutions

- Stay up to date with industry knowledge and changes in insurance policies

- Meet and exceed sales targets

- Actively seek out and develop new business opportunities

Requirements:

- Previous experience working in the insurance industry

- Strong understanding of different insurance products and policies

- Excellent communication and interpersonal skills

- Confident decision maker

- Exceptional customer service skills

- Proficient in recognising and maximising business development opportunities

Why work with us?

· 35-hour week, supporting a work life balance

· Private medical insurance and income protection cover, after a qualifying period

· Generous holiday allowance - 24 days plus bank holidays, increasing to 28 days per year with length of service. All employees have the option to 'buy' an extra 5 days per year, after a qualifying period.

· Learning and development opportunities

· A paid volunteering day each year to give back to our local communities

· Exclusive discounts on everyday essentials, motoring, travel and experiences through our online benefits programme

· Cycle to work scheme

· Eye care contributions

· Social events

· Relaxed dress code

If you have the passion and skills to excel in this role, we would love to hear from you. Please call me on 01454 414921 or email your CV to me on coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

Insurance Advisor

Truro

From £24,000 per annum dependent on experience and qualifications

Are you an experienced Insurance Advisor looking for a new opportunity? We are currently seeking a highly motivated and knowledgeable individual to join our client's team in Truro. As an Insurance Advisor, you will be responsible for providing exceptional customer service and guidance to clients in all aspects of insurance. You will also have the opportunity to utilise your insurance experience and skills to make confident and effective decisions, while recognising and maximising business development opportunities.

Key Responsibilities:

- Provide expert advice on insurance products to clients

- Build and maintain strong relationships with clients

- Assist clients with insurance claims and liaise with insurance companies on their behalf

- Conduct thorough risk assessments and provide appropriate insurance solutions

- Stay up to date with industry knowledge and changes in insurance policies

- Meet and exceed sales targets

- Actively seek out and develop new business opportunities

Requirements:

- Previous experience working in the insurance industry

- Strong understanding of different insurance products and policies

- Excellent communication and interpersonal skills

- Confident decision maker

- Exceptional customer service skills

- Proficient in recognising and maximising business development opportunities

Why work with us?

· 35-hour week, supporting a work life balance

· Private medical insurance and income protection cover, after a qualifying period

· Generous holiday allowance - 24 days plus bank holidays, increasing to 28 days per year with length of service. All employees have the option to 'buy' an extra 5 days per year, after a qualifying period.

· Learning and development opportunities

· A paid volunteering day each year to give back to our local communities

· Exclusive discounts on everyday essentials, motoring, travel and experiences through our online benefits programme

· Cycle to work scheme

· Eye care contributions

· Social events

· Relaxed dress code

If you have the passion and skills to excel in this role, we would love to hear from you. Please call me on 01454 414921 or email your CV to me on coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

Insurance Advisor

Truro

Competitive

Are you an experienced Insurance Advisor looking for a new opportunity? We are currently seeking a highly motivated and knowledgeable individual to join our team in Truro. As an Insurance Advisor, you will be responsible for providing exceptional customer service and guidance to our clients in all aspects of insurance. You will also have the opportunity to utilise your insurance experience and skills to make confident and effective decisions, while recognising and maximising business development opportunities.

Key Responsibilities:

• Provide expert advice on insurance products to clients
• Build and maintain strong relationships with clients
• Assist clients with insurance claims and liaise with insurance companies on their behalf
• Conduct thorough risk assessments and provide appropriate insurance solutions
• Stay up to date with industry knowledge and changes in insurance policies
• Meet and exceed sales targets
• Actively seek out and develop new business opportunities

Requirements:

• Previous experience working in the insurance industry
• Strong understanding of different insurance products and policies
• Excellent communication and interpersonal skills
• Confident decision maker
• Exceptional customer service skills
• Proficient in recognising and maximising business development opportunities

Why work with us?

• 35-hour week, supporting a work life balance
• Private medical insurance and income protection cover, after a qualifying period
• Generous holiday allowance - 24 days plus bank holidays, increasing to 28 days per year with length of service. All employees have the option to 'buy' an extra 5 days per year, after a qualifying period.
• Learning and development opportunities
• A paid volunteering day each year to give back to our local communities
• Exclusive discounts on everyday essentials, motoring, travel and experiences through our online benefits programme
• Cycle to work scheme
• Eye care contributions
• Social events
• Relaxed dress code

If you have the passion and skills to excel in this role, we would love to hear from you.

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

Acorn by Synergie is looking for a Claims Advisor for their client in Truro. This is a full time permanent job offering a salary of £23,500+ per annum dependent on experience.

Are you an experienced professional with at least 12 months in insurance? Do you have experience in underwriting, broking, claims handling, damage limitation or credit hire?

If yes, you might just be our clients newest Claims Advisor!

As a Claims Advisor, you'll be responsible for processing all claims related to our clients, which includes reviewing and assessing claim documentation, settling and processing claims.

You will need to have:

* Extensive experience in the insurance industry
* Previous experience in underwriting, broking, claims handling, damage limitation or credit hire
* Excellent communication skills, both verbal and written, with the ability to speak with clients
* A good working knowledge of the Insurance industry and its regulations
* The ability to assess, manage and process claims in a timely manner

You'll be working in a fast-paced environment where attention to detail and accuracy are key, so you must have the ability to work under pressure and have an aptitude for problem-solving. Keeping up to date with industry regulations and best practice will also be essential.

This is an exciting opportunity to work as part of a team with a competitive salary and an opportunity to learn and grow in this field.

If this position has caught your interest then please don't hesitate to submit your resume and a supporting statement outlining why you feel you are the perfect fit for this role. We look forward to hearing from you! Please send your CV to coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

The Finance Manager role is a generic role however the current vacancy is within the costing team so the main duties are : Leading on the National Cost Collection return for the Trust. Leading on the benchmarking returns for the Trust Responsible for the integrity, accuracy and timeliness of financial information to support the business making decision processes of the Trust. It is expected that the standards delivered will be measured against national standards and benchmarks and will deliver national best practice in all relevant areas Applicants will ideally have an understanding and good knowledge of costing in the NHS including and understanding of the Costing Transformation Programme, and of broader SLR / PLICS principles. However we are aware that the opportunity to get this level of experience can be challenging so showcasing an ability to understand and translate the costing principles and engage colleagues is the essential transferable skills required. Day to day management of staff including recruitment, appraisals, disciplines and development

We are looking for an enthusiastic Finance Manager to provide finance leadership and expert advice within the income team. This job role is generic across the finance sections of costing, income, financial management and capital as we rotate staff between these areas so we welcome people with experience any of these areas to apply and highlight which area you would prefer to work in, in your application

With strong leadership and management skills, you will be an important part of a committed and high performing finance team, as well as partnering with clinical and operational colleagues.

This job role is generic across the finance sections of costing, income, financial management and capital as sometimes staff move between these areas so we welcome people with experience any of these areas to apply. However the current role is within theCosting team.

This role is a significant opportunity to support the Trust to utilise costing data further as we move into a particularly financially challenging time.The Finance Manager for Costing will be instrumental in driving service improvements utilising costing data and helping the organisation move to a culture that uses this data for decision making. Improving data and the reporting across RCHT to engage services and clinical staff to understand the productivity of their services and the benchmarking against other relevant providers.

This opportunity will suit a qualified accountant that shares our Trust Values.

This job role is generic across the finance sections of costing, income, financial management and capital as sometimes staff move between these areas so we welcome people with experience any of these areas to apply.

To fulfil this demanding role we require an ambitious and proactive individual with excellent communications skills and proven ability to build successful partnerships with key stakeholders including clinical leaders. The ability to motivate, develop and lead a team is key as well as influence peers and colleagues to ensure they understand, utilise and promote the data to make informed decisions

It is our hope that the drive to increase the use of costing data across the Trust and Cornwall system will enable you to utilise your professional skills and ensure you have a rewarding workplace experience. You will be an important part of a committed and high performing finance team.

The finance department has a friendly and supportive culture and are mainly home based with on-site minimum 1 day per week or potentially a set number of days per month if you are based out of the County. New starters have been mostly office based for the first three months as this seems to be the most effective way to provide support, but this will be dependent on the role and your circumstances.

We are very proud to highlight that the Finance Department won an award at the RCHT annual awards for the equality and diversity work carried out to improve diversity and raise awareness across the department.

If you need support with the application or interview process, please contact us to discuss how we can help. We can provide a quiet location with a laptop for you to complete your application and will support interviews to take place face to face or virtually. We have access to various equipment, such as hearing loops and facilities across the Trust so please contact one of the named colleagues listed below with your requirements.

The Finance Manager role is a generic role however the current vacancy is within the costing team so the main duties are :

Leading on the National Cost Collection return for the Trust.

Leading on the benchmarking returns for the Trust

Responsible for the integrity, accuracy and timeliness of financial information to support the business making decision processes of the Trust. It is expected that the standards delivered will be measured against national standards and benchmarks and will deliver national best practice in all relevant areas

Applicants will ideally have an understanding and good knowledge of costing in the NHS including and understanding of the Costing Transformation Programme, and of broader SLR / PLICS principles. However we are aware that the opportunity to get this level of experience can be challenging so showcasing an ability to understand and translate the costing principles and engage colleagues is the essential transferable skills required.

Day to day management of staff including recruitment, appraisals, disciplines and development


This advert closes on Wednesday 20 Mar 2024

To assist the Accounts Payable Senior Clerk with any duties that may be delegated in support of the finance function as and when required. To provide cover for other members of the team as required. Work to monthly finance timetables meeting set deadlines. To be flexible in order to work across different service areas as required. Plan and organise own work schedule to meet management set weekly andongoing monthly departmental deadlines Payment DutiesEnsure that all duties are carried out in accordance with the Trusts Standing Financial Instructions, and internal procedures. Check suppliers invoices and credit notes, prior to payment, against relevant order. Processing invoices in a prompt manner in accordance with Confederation of British Industries Prompt Payment Policy. Check that invoices are properly authorised in accordance with the TrustsScheme of Delegation before registering for payment on the Trusts Purchase Ledger system, ensuring that all fields are completed accurately and that all errors are identified and corrected. Resolve discrepancies relating to supplier invoices, statements and orders or refer to the supplier, supplies department, ordering department or budget holder for action and procedures to maintain our Prompt Payment performance To work closely with the Accounts Payable Team Leader to work towards better practices

Location: ShelterBox HQ, Truro, Cornwall

Role purpose:
A key member of the finance and financial accounts teams, supporting colleagues and the wider charity by taking responsibility for maintaining elements of the financial records of the charity. Ensuring compliance with technical and legal requirements, safeguarding the assets of the charity. Generating data that will allow for informed decisions to be made, maximising the impact that the charity can achieve for people effected by disasters.

Who are we looking for?
Experience in working in a finance team including maintaining nominal ledger and purchase ledger, payroll and reconciliations. The individual may hold AAT qualification or be qualified by experience.
We are looking for an experienced finance professional to join our busy team and to help provide a great finance service. You will have excellent attention to detail, good knowledge of finance processes and work well as part of a busy team. Having great organisational skills, you will be able to manage multiple tasks at the same time, work proactively and be a good communicator. We encourage innovation and new ideas and would welcome you sharing your experience with us, to further develop our team. The organisation has ambitious system development plans and would welcome your involvement in this programme.
Duties will include but not be limited to:

As part of the Financial Accounts team (two Finance Officers and the Financial Controller) take a share of the responsibility for maintaining the financial records of the charity, ensuring compliance with processes and technical and legal requirements, and safeguarding the assets of the charity.
Provide support to internal and external stakeholders in operating or using/getting benefits from the outputs from your areas of responsibility.
Processing and payment of invoices and bank transfers, including foreign and urgent payments.
Processing of donations from journals generated from the CRM system, reconciling to bank receipts, and resolving any queries or discrepancies in collaboration with the Supporter Care team.
Bank and petty cash recording and reconciliation. Including bank account reconciliation on a weekly basis, petty cash and foreign currency. Submission of bank reconciliations for approval by Financial Controller.
Enter expected cash outgoings into weekly cash flow document.
Credit Card and Expense Claims
Process Payroll
Purchase and sale of foreign currency as discussed with Financial Controller.
Monthly gift aid submission including generation of Gift Aid submissions, complete pre-claim checks, submission and reconciliation to receipts from HMRC. Submission of draft gift aid submission for approval by Financial Controller.
Month End
Year End – As instructed by the Financial Controller generate reports and information to support preparation of annual report and audit file. Answer audit queries provided by the charities auditors.
Maintenance of the organisation’s fixed asset register, posting journals for depreciation, acquisitions and disposals.
Monitoring of finance inbox and support organisation with requests for financial information.
Provide Support to organisation with procurement and purchase ledger system Focal point.
Update projects/funds on Dimensions.
Maintaining accounting records for our subsidiary company, ShelterBox Trading.

Credit Card and Expense Claims

Maintenance of the Company Credit cards, submitting requests for new cards, adjusting credit limits and cancelation of cards.
Download credit card transactions and upload to Acloud Expense system and submit to credit card holders for completion of expenses.
Review, approve and post to finance system credit card expenses and claims for expenses using Acloud expense system.
The issuing and reconciliation of cash advances for SRT teams.
Provision of new credit cards for Staff/SRT’s and deal with any issues.

Payroll

Processing the monthly payroll with information provided by HR Department using Sage Payroll Software and initiating payment and payslips to staff.
Monthly submission of payroll reports to HMRC and process payment of PAYE, NI and student loans to HMRC.
Maintenance of the company pension scheme, uploading details of monthly contributions with Scottish Widows. Dealing with issues and queries around this.
Monthly reconciliation of payroll control accounts.
Providing support to the HR team around pay, pension loans etc

Month End

Assist with timely month end process by completing work to meet monthly deadlines.
Calculation of the month end prepayments and accruals, processing the relevant journals, ensuring the reconciliation of balances to Dimensions.
Monthly reconciliation of income between CRM and Dimensions.
Calculate of currency revaluation for foreign currency accounts held on a monthly basis, submit to Financial Controller for approval and post to Access Dimensions.
Produce month end bank reconciliations for approval by Financial Controller.
Calculation and posting to finance system of credit card accrual.
Produce salaries reconciliation for approval by Financial Controller.
Production and distribution of income and expenditure and transaction reports for budget holders.
Assist with roll forward of department forecast templates.

Special Projects:

Provide support to the Finance Team Managers, Deputy Director of Finance and Director of Finance including undertaking special projects as requested
Providing financial team support on cross departmental projects as required
Carbon footprint work for the organisation
Produce weekly/monthly reports to the SLT team as requested

Previous Applicants need not apply.