Finance Assistant

Due to an internal promotion, we have an exciting opportunity for a Finance Assistant to join our Finance Operations Team. The role will be hybrid working for candidates living within a commutable distance to our offices or remote working for a candidate living further afield. In return, we will be offering our successful candidate a salary of £21,840 along with a generous company benefits package..

Who we are

Stonebridge Mortgage Solutions Ltd is one of the leading dedicated mortgage and protection networks in the UK with a professional community of more than 1,100 mortgage and protection advisers and 600 firms.

Our team is comprised of passionate professionals committed to excellence and continuous improvement. We aim to provide world class support and guidance utilising our cutting-edge systems and regulatory expertise and our revolutionary spirit has the customer at its heart.

Our benefits

\n
• Salary £21,840
\n
• Great company culture
\n
• Flexibility to work partly office based and partly from home, or fully remote working if located further afield
\n
• Free breakfast, lunch, fresh fruit snacks, hot and cold soft drinks when working in the office
\n
• 2 days off per annum for charity / community volunteering
\n
• 2 half days paid leave for 'me time' to support mental and physical wellbeing
\n
• 1 day paid leave for 'team time' joining your team in a volunteering / community service activity
\n
• Full programme of employee engagement activities
\n
• Company reward and recognition schemes
\n
• Discounts off online and high street shopping through our employee benefits platform
\n
• Company sick pay
\n
• Casual dress
\n
• Option to buy / sell up to 5 additional days annual leave
\n
• Gym Subsidy
\n
• Bike to work scheme
\n
• Pension
\n
• Employee Assistance Programme
\n
• £500 employee referral scheme
\n
• Death in service insurance cover
\n
• Critical illness insurance cover
\n

The role

Your role will deal directly with the processing of commission payments for the UK-wide network of professional mortgage and insurance Advisers, and providing ongoing information and guidance as required.

The role also includes dealing with queries from network members by phone and email and for ensuring all team-specific spreadsheets are updated with financial data, as well as information drawn from Revolution, our inhouse software..

Key responsibilities

Review and enter all commission statements received from lenders and providers

Responsible for:

\n
• Maintaining knowledge and skills on all processes relating to commission payment processing and reporting
\n
• Reviewing financial information about business dealings received from lenders and providers and accurately entering commission payment details onto Revolution
\n
• Identifying and querying any anomalies within reports and investigating to resolution (escalating where necessary)
\n

Dealing with queries from AR firms and/or colleagues by phone & email

Responsible for:

\n
• Maintaining end-to-end knowledge of all processes (including Revolution system entry details) relating to network member commission policies and calculations
\n
• Dealing with all phone and email queries received from network members by close of the same day (or within 24 hours maximum)
\n
• Referral / escalation of cases where required, keeping all parties informed until the query is resolved
\n

Various processing tasks completed within each working week

Responsible for:

\n
• Updating team-specific spreadsheets with accurate, up to date information at all times
\n
• Adding updates to Revolution to ensure all data held remains accurate & up to date
\n

Our ideal candidate

\n
• Experience with regular processing of large volume transactions, for example weekly commission payments and / or expenses within in a finance operations role
\n
• Maintains momentum in a fast pace environment
\n
• Excellent communication skills (written & verbal)
\n
• Assertive, projects confidence and professionalism when dealing with customers and clients.
\n
• Great MS skills (Word, Excel, Outlook)
\n
• Accurate and efficient data entry skills
\n
• Team player
\n
• Flexibility
\n
• Eye for detail
\n
• Well organised
\n
• Takes ownership of issues .
\n
• Eligibility to work in the UK and everything it takes to successfully complete pre-employment screening.
\n

How to apply

Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.