Careers

Job Title: Financial Data Administrator

Salary Bracket: Salary £25,000 - £27,000

Location: Norwich Office

Experience: We are looking for the right person with a great can do attitude to join our dedicated and very busy Finance team. All updates about your application will be sent from noreply@peoplehr. Experience in Sage 50 is desirable

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Job Role: Financial Data Administrator

Working hrs: 37.5hrs per week working Monday to Friday 9:00am - 5:30pm

Work Location: Norwich City Centre, NR1 3PA - Office Based

Contract type: Permanent

Starting date: July/August 2025

We are looking for the right person with a willingness to learn, a confident communicator and competent in excel to join our brilliant finance team based in the centre of Norwich as our Financial Data Administrator.

Experience in  sage 50 is desirable

​The right candidate will assist with the flow of accurate and timely financial and regulatory information by maintaining and summarising the company’s transactional accounting records in accordance with regulatory standards.

Leading the way by always demonstrating positive behaviours aligned to our company values, policies, and performance indicators. Always striving for continuous improvement and process development, through innovative thinking and effective communication and knowledge sharing using a think, plan, and do philosophy.

Duties & Responsibilities                                                                                                        

• Prepare and validate policy sales data for submission to insurers.
• Summarise broker’s sales data for input on to the accounts system.
• Prepare summarised imports to upload to the accounting system.
• Reconciliation of policy sales balance sheet control ledgers.
• Prepare data for the company’s premium commission transfer.
• Ensure integrity of data and accuracy by following defined processes and checks.
• Ensure monthly processing deadlines are met.
• Manage reporting deliverables of both standardised and ad-hoc reporting requirements in relation to for policy sales, underwriting and process performance.
• Maintain accurate records of data that is received from and forwarded to external customers and suppliers.
• Maintain policy sales reference data and coding.
• Assist and resolve queries raised by suppliers and customers.
• Assist with implementation of new or additional processes as required.
• Assist with the summarisation of sales data for input on to the accounts system.
• Contribute to and follow at all times, the firm’s policy on Treating Customers Fairly.
• Maintain professional competence by ensuring the department complies at all times with the Training and Competence procedures of the firm.
• You must act with integrity
• You must act with due skill, care and diligence
• You must be open and cooperative with the FCA, the PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly.
• You must observe proper standards of market conduct
• You must act to deliver good outcomes for retail customers

• Person Specification                                                                                                               

  Knowledge, Skills and Experience

  Essential Skill:

• Proficient knowledge of Microsoft Excel
• Proficient in MS Office.
• DBS and credit check required.
• Strong communication skills with the ability to establish and maintain good client relationships, both internally and externally at all levels
• Have a customer focused approach.
• Driven to achieve results, ensuring quality and accuracy of work.
• A collaborative approach with stakeholders and colleagues.
• Maintain confidentiality and adhere to the company policies on data protection.
• Act with integrity by demonstrating honesty, fairness and impartiality.

• Desirable:

• Previous or similar work.
• Advanced knowledge of Excel (pivot tables, sumifs, Lookups, Index match)
• Proficient knowledge of SQL and Microsoft Power Query.
  

• Expected Behaviours

  Demonstrate the business values at all times

• Customer First
• Always Improving
• Show Professionalism
• Shared Purpose
• Make a difference

Direct Reports                                                                                                                         

• None

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