Accounts Assistant - Taunton

Key Purpose

To provide accounting support to the Finance Team, ensuring high levels of service are provided to our partners in support of the business strategy.


  • Achieve individual objectives and key performance indicators as set and agreed
  • Reconciliation of insurance company accounts including liaising with insurers to reconcile queries
  • Communicating with colleagues with a view to settling any queries on premium postings
  • Distributing refunds to clients
  • Assist with administration relating to external and in-house direct debit schemes
  • Reconciliation of system accounts against bank statements
  • Accurate processing of accounting entries into relevant systems
  • Ensure the Company accounting records are always up to date and appropriate escalation is taken
  • Work collaboratively with all colleagues to deliver an exceptional client experience
  • Ad hoc tasks as directed
  • Support colleagues from all areas of the business as required


Skills & Behaviours

  • Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Ability to work in a regulated, compliant and client focused environment
  • Organised, resourceful, deadline driven and supportive of the wider team
  • Quality orientated with great attention to detail
  • IT literate



  • Hold or working towards AAT Level 3 qualification
  • Willing to working towards AAT Level 4 qualification

Location: Taunton

Employment Type: Full Time

Salary: Starting from £25,000.00 (Depending on Experience & Qualification Status)

Working Hours:

Full time

Duration: Permanent