Finance Assistant / Broker Administrator

Eldon Insurance Services Ltd are now seeking a Broker Administrator / Finance Assistant to join the Finance Broker team in Cribbs Causeway, Bristol. A fantastic opportunity to enter the finance and insurance industry. Working with the broker finance team you will undertake daily and weekly administration responsibilities.

Key responsibilities:

  • Administration duties using Excel, Word and accounting software (training provided)
  • Raising cheques for policy holder refunds
  • Processing paperwork for urgent and weekly BACS refunds
  • Daily business statistics to be sent to Directors
  • Daily cashbooks from broker system to be reconciled with client bank account
  • Weekly client money calculations
  • Client bank account reconciliations
  • Managing payments and receipts through OpenGI broker system (training provided)
  • Insurer payments – keeping track of payments dates

Required knowledge & skills:

  • Administration experience
  • No accounting or insurance experience required
  • Good Excel skills
  • Organised with the ability to prioritise work and meet deadlines
  • Good communication; written and verbal
  • Dimensions experience beneficial (but not essential)


  • Study support with 12 study days per calendar year
  • Flexi day each month
  • 25 days annual holiday

If this sounds like a good opportunity for you, please apply by sending your CV to [email protected] and someone from the recruitment team will be in touch.