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Legal Cashier - Team Leader

AMP House, CR90 9NE
Direct Line House, LS1 8HZ
Full time

At Direct Line Group, we’re shaping the future. With a mission to make insurance easier and better value for our customers, we embrace change in all its richness and variety. It’s not just what we do; it’s how we do it. We bring our whole selves to work every day and embrace fresh thinking – after all, Britain is constantly changing and to protect the nation, we adapt with it.

Across our diverse brands – including Direct Line, Churchill, Privilege and Green Flag – change takes many forms. We appreciate the knowledge and skills that each one of us brings to the business. It’s hard not to be inspired by the things that make us unique. Boldness, curiosity and enthusiasm go a long way. And they’re helping us transform the industry we lead.

As part of this, we are now recruiting for a Legal Cashier Team Leader to join the team in our Croydon or Leeds office on a full time, permanent basis.

What the role involves?

  • Being knowledgeable of SAR’s and follow the rules accordingly to protect clients funds.
  • Training colleagues on the SAR and assist your colleagues particular relating to reviewing and notifications of client balances in respect to potential SAR breaches.
  • Ability to ‘step in’ to assist colleagues at certain pressure points, to ensure tasks are completed within SLA’s.
  • Processing accurately and timely all transactions by following the instructions given from file handlers or as per the Finance Manual, and to flag anomalies to your Manager. Sign-off the daily transactions for accuracy and quality.
  • Preparing, reviewing and have approved the daily bank reconciliations for both client and office accounts.
  • Ability to read and understand the accounting ledgers and the case management system so that the correct information is delivered when answering queries or reviewing client balances.
  • Reconcile supplier ledgers to supplier statements and follow-up queries.
  • Being dedicated in your learning and development needs in order to complete adhoc tasks that may be requested from senior management.
  • Assisting with ad hoc filing, scanning and general office duties required relating to the finance team.
  • Demonstrating a highly professional manner and reflect the brand image and customer ethos of DLG Legal Services by following policies and procedures at all times.

Skills and Qualities you'll need:

  • An intermediate level of Excel, Word and Outlook
  • Fast accurate data entry skills.
  • Excellent organisation skills.
  • Ability to follow processes and procedures within Finance.
  • Ability to communicate efficiently both verbally and written with file handlers and suppliers.
  • Ability to be efficient and methodical.
  • Ability to work under pressure with attention to detail and accuracy.
  • Being an effective team member and also use own initiative
  • A confident telephone manner to enable the successful handling of requests and queries.
  • Professional manner, enthusiastic and trustworthy.

Hours: 35 Hours - Monday - Friday (9am - 5pm)

Direct Line Group are an equal opportunity employer who value diversity. We do not discriminate and we recognise and embrace that people work in different ways. We will always adapt so you have the best and most comfortable working environment. If during the recruitment process you require any reasonable adjustments, please just let us know.

Career benefits and rewards

Rewarding you is really important to us, as well as offering a competitive salary and generous holiday entitlement; you can take advantage of a wide range of benefits. The best part is you can pick and choose the benefits to suit your own lifestyle, but also pass on some of the savings to family and friends. Here are just a few we have on offer:

  • A competitive salary, benchmarked against our competitors, which will grow as you do.
  • Pension 9% of your base salary, you can choose to contribute less or more than this, and anything you don’t wish to put in to your pension you can take as cash instead!
  • Private medical insurance (anyone can choose this through our flexible benefits scheme, and managers receive this as standard)
  • Attractive holiday entitlement
  • 50% off our Home, Motor and Pet insurance
  • Free Travel insurance
  • Free Green Flag breakdown cover
  • Flexible rewards including Life insurance, income protection, critical illness insurance, personal accident insurance
  • Retail card, with discounts at big name retailers
  • My Discounts - a discounts website for all our employees, with great discounts, cash back savings and offers across hundreds of brilliant  high street brands, travel, tickets, gym memberships and much more.

Who we are
Direct Line Group is an organisation with a clear mission: to make insurance much easier and better value for customers. We are one of the leading motor, home and small business insurers in the UK. We are home to some of the nation's best-known brands, including Direct Line, Churchill, Privilege, Green Flag and NIG.

Life at Direct Line Group

We recommend that you read our colleagues’ stories and ask them a question on our live discussion platform www.directlinegroupcareers.com/ask-our-people. This will help you learn more about us and be better prepared for interviews.