Job Description

An established and well-regulated financial services business is looking to appoint a Finance Operations Administrator to support its finance team on a 12-month fixed-term basis.
This is a hands-on, execution-focused role suited to someone who enjoys structure, accuracy, and working within clearly defined processes. The position plays a critical role in supporting cash collection, policy administration, and broker/client interaction within a regulated insurance environment.
You will report directly to a Senior Financial Controller and form part of a disciplined finance function where controls, timelines, and attention to detail are key.
Key Responsibilities Finance Administration & Mailbox Management

• Manage the finance administrative mailbox, responding to queries within agreed service levels
• Issue invoices (bulk and ad hoc) and distribute payment receipts to clients and brokers
• Receive, review, and accurately allocate payment confirmations

Client & Broker Support

• Respond to broker and administrator queries relating to payments, receipts, and follow-ups
• Provide payment-related support, including:

• Issuing new and one-off payment links
• Adjusting premium frequencies in line with approved procedures
• Investigating and resolving issues with payment mandate setups
• Verifying payment details in line with compliance requirements

Debtors & Premium Collections

• Send premium reminders in line with policy lapse timelines
• Monitor debtor listings to ensure proactive follow-ups before policy lapses
• Process policy cancellations where required
• Handle reinstatements and declarations of insurability for lapsed policies
• Investigate and resolve failed payments, including Flywire-related issues, with clear communication to clients and brokers

Finance Operations Support

• Execute day-to-day finance processing on Sage Intacct, including:

• Bookkeeping and bank processing
• Bank and intercompany reconciliations
• Fixed asset register maintenance
• Maintain accurate supporting documentation in line with finance policies
• Escalate exceptions, unreconciled items, or process concerns to senior finance leadership

Key Skills & Competencies

• High attention to detail with strong organisational skills
• Excellent written communication and professional email etiquette
• Ability to manage deadlines and high-volume transactional work
• Proactive, reliable, and process-driven
• Comfortable operating in a regulated financial services or insurance environment

Qualifications & Experience

• BCom or equivalent qualification (advantageous)
• 3-5 years' experience in finance operations, bookkeeping, billing, or debtor administration
• Prior exposure to insurance or financial services administration preferred

For more exciting Finance vacancies, please visit:
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
For more information please contact:
Angie Jardim

Skills Required