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Finance assistant

Stoke-on-Trent
Davies
Finance assistant
Posted: 16 December
Offer description

Davies Stoke-On-Trent, England, United Kingdom


Description

Application Deadline: 19 December 2025
Department: Claims Management
Location: Stoke


Claims Finance – Make an Impact

Join our dynamic team and play a pivotal role in managing client funds with precision and professionalism. As part of our Claims Finance function, you’ll take ownership of financial processes that keep our operations running smoothly. From producing accurate monthly reconciliations in Excel to investigating and resolving queries, your expertise will ensure transparency and trust at every stage.

This is more than just numbers—you’ll be safeguarding compliance, supporting contractors, and contributing to exceptional client experiences. If you’re detail-driven, proactive, and ready to make a real difference, this is your opportunity to shine.


What will your day look like

* Complete bank to bordereaux reconciliations using Excel and send to clients
* Complete supplier or contractor reconciliations using Excel
* Investigate and resolve reconciliation queries, escalating issues
* Record all receipts and credits daily
* Make payments using online banking
* Process cheques in and out plus bank cheques
* Process Davies fee payments
* Process invoices as required
* Process bank account applications
* Answer and resolve internal and client queries
* Monitor and control client monies, escalating any issues internally or to clients as required
* Liaise with staff from across the Davies Group and external clients


Knowledge and Abilities

Must have

* Strong Excel skills
* Attention to detail
* Committed to giving excellent customer service
* Ability to work to deadlines
* The ability to work in a team as well as individually

Desirable

* Reconciliation experience
* Ability to multi-task
* Good written and verbal communication


Benefits


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


Mental, Physical & Emotional Wellbeing

* Wellbeing centre; move, munch, money & mind focus
* Discounts with 100s 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
* 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


Seniority level

Entry level


Employment type

Full-time


Job function

Finance and Sales

Industries

Insurance


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