About The Role
Team Adviser Service - Corporate
Working Pattern Hybrid 2 days per week in the Vitality Bournemouth Office. Full time, 40 hours per week.
We are happy to discuss flexible working.
Responsibilities
* Generate accurate and timely invoices using manual processes, Heal, and Xero systems
* Perform 3-way reconciliations between client data, Heal enrolment, and invoice records
* Apply invoice payments using BACS or direct credit information from Treasury
* Manually replicate master data changes across systems to ensure consistency
* Calculate and reconcile mid-term and year-end premium adjustments
* Investigate and resolve premium discrepancies in collaboration with client managers and brokers
* Ensure compliance with HMRC best practices and internal financial controls
* Liaise with Treasury and support credit control activities
* Conduct peer reviews of invoices to ensure data quality and accuracy
What you need to thrive
* Studying towards, interested in studying, or holding a relevant finance qualification such as ACCA, CIMA, AAT, or ACA
* Excellent Excel skills and confidence working with large datasets
* Analytical mindset with a passion for accuracy and customer service
* Strong written and verbal communication skills
* Ability to work independently, manage tight deadlines, and collaborate across departments
* Professional, proactive, and adaptable approach with a can-do attitude
What’s in it for you
* Bonus schemes tied to performance
* Pension contribution matching up to 6% (up to 12% total)
* Vitality health insurance with rewards and benefits
* Life Assurance of four times annual salary
These are just some of the many perks offered. To view the full range of benefits, please visit our careers page.
Company overview
Vitality is a multi-award-winning UK insurance brand focused on making people healthier and protecting their lives. We are a purpose- and values-driven business with a wide member base and a health and wellbeing programme.
We are committed to diversity and inclusion and welcome applications from individuals of all backgrounds, experiences, and perspectives.
Additional information
If we receive a high volume of quality applications, we may close this vacancy early.
Seniority level: Entry level
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Technology, Information and Internet
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