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Accounts Assistant

Benefact Group
Frieze Hill, Taunton, United Kingdom
Competitive Salary
Closing date
Dec 1, 2023

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Job Role
Accounts Assistant
Contract Type
Full Time

Starting from £25,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Accounts Assistant to join our Accounts team in their Taunton office.

This is a fantastic opportunity to join a rapidly growing and forward thinking business, giving you a real opportunity to develop your career and be part of a purpose led organisation.

Key responsibilities
  • 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
Knowledge, skills and experience
  • Accounting: 2 years (required)
  • GCSE Maths & English at Grade C/Level 4 or above (required)
  • AAT Level 3 (required).

We have an upcoming opportunity within Lloyd & Whyte Group Ltd for an Bookkeeper/Accounts Assistant to join our team. This role will see the successful candidate work with the Accounts Team to provide accounting support to the wider business, ensuring processes are followed and that discrepancies and queries are fully and efficiently resolved. You will play a vital part in assisting with the team’s day to day administrative tasks, ensuring that company accounting records are consistently up to date.
    What we offer
    • 28days annual leave plus bank holidays
    • Your birthday off
    • Flexible working
    • Group Personal Pension
    • Bonus scheme
    • A holiday buy scheme
    • An array of health and wellbeing benefits, company cash plan, income protection and life assurance
    • Enhanced sick pay and parental leave
    • Support and funding toward study and professional qualifications
    • Paid time off for volunteering
    About us

    We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit
    Committed to making a difference
    We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

    Our people know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

    At Benefact Group, we welcome applicants from all backgrounds and experiences. We understand that the perfect candidate for this role may not necessarily meet every requirement listed in this advert, and we encourage you to apply even if you feel that you don't fulfil every single qualification. Your unique perspective and potential are valuable to us, and we invite you to submit an application if this opportunity resonates with you.

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