Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Hybrid Remote - Seldon/South Croydon

About the role

Access Insurance, who are proudly part of Benefact Group, are looking for a Finance Director to join our Selsdon office.

The role is an all round hands on permanent full time SME Finance Director position for this c.£5m turnover insurance broker group (consisting of two companies) based in South Croydon.  

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities  

• Supervise small finance team primarily dealing with insurance broker accounts
• Review and authorise payment runs
• Ensuring compliance with FCA rules including client money
• Liaise with external auditor for client money audit
• All internal financial and management reporting
• FCA regulatory returns
• Monthly and quarterly reporting to parent company
• Liaise with group reporting/tax in production of statutory accounts
• Forecasting, budgeting, analysis
• Strategic and commercial support/input to leadership board
• Cashflow management
• Liaison with operations, sales and board
• Payroll management including P11D/P11D(b)
• Maintenance of Management Information through Power BI

Knowledge, skills and experience

• Candidates should be qualified with SME Finance Director experience. 
• Preference for industry specific experience is desired. 
• Able to fit into a vibrant environment and align with the company’s values.
• Experience with accounting systems, preference given to experience using Sage 200 and Sage 50 payroll.
• Strong Excel skills and the ability to use Power BI.
• M&A experience is desirable

What we offer

• A competitive basic salary 
• Structured incentive scheme
• Private Medical Insurance
• 30 days Holiday plus Bank Holidays per annum
• A pension scheme
• Various “happiness” perk schemes
• A busy and challenging environment
• Regular social events and the opportunity to participate in fundraising and volunteering. 6 Charity days per annum
• A genuine desire to see our staff succeed, grow and progress within the company

About us

Access Insurance are Chartered Insurance Brokers and specialist advisers to charities, churches and community groups. Our mission is to help all types of charities and not-for-profits manage their risks by giving specialist advice and designing bespoke insurance policies. We are a business built on social enterprise principles and values. Our culture embodies generosity in serving and giving to charitable causes. One of our key motivations for growth is to positively impact the sector through philanthropy.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £230 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size. 

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.