Trainee Finance Administrator

Trainee Finance Administrator

What’s in it for you?

25 days holiday + Bank Holidays | 6% pension contribution | Full training and career development support | Industry-recognised qualifications (Cert CII) | Health insurance and wellbeing support | Discounted gym membership | Structured progression plan | Fantastic modern offices with free coffee and snacks | Work for a global market leader!

Must Have’s

• Good attention to detail and the ability to follow established procedures
• Eagerness to learn and develop in a finance career
• Basic experience with Microsoft Office (Excel, Word, Outlook)
• A passion for numbers and strong data accuracy skills

Nice to have’s

• An interest in finance, insurance, or financial services
• Commitment to studying towards professional qualifications (Cert CII)
• Previous experience working with data (even in a non-finance setting)

So what will you be doing?

• Preparing standard documents like statements, payment requests, and reports
• Managing and updating data using systems such as Global XB, Excel, and SharePoint
• Maintaining accurate electronic and paper filing systems
• Handling finance-related queries and responding to inquiries
• Reconciling unallocated cash and managing payment processes
• Allocating payments to correct ledger transactions following procedures
• Creating statements, identifying premiums, and ensuring accurate financial reporting

Helpful extras

• Based in Cheltenham - easy office access
• Hybrid working (3 days minimum in office)
• Clear, structured career progression pathways
• Supportive and fast-paced team environment
• Global company with a strong, people-focused culture
• 35-hour working week

Interested? Send your most up-to-date CV to Ellie at i2i Recruitment today!

Our mission of 'Making Recruitment Personal’ also means making recruitment fair. We’re committed to reviewing every application with a focus on diversity and inclusion.

We try to connect personally with every applicant, but if you haven’t heard from us within 5 working days, please understand that your application hasn’t been successful on this occasion.