Contributions Assistant

at  Pure Human Resources

SALARY: £26-28K DOE

Straightforward financial solutions with a human touch
Our client, Foresters Friendly Society, is a well-established financial services company based in Southampton, Hampshire. They are a mutual, which means that profits are distributed to their members through policyholder bonuses to their savings and investment plans. They also provide a bespoke membership benefits package which gives back to their members in discretionary grants each year.
Foresters Friendly Society celebrate their 190th anniversary in 2024 putting members at the heart of all they do.
Due to their continued growth, they are now looking for a competent and self-driven Contributions Assistant - you will be providing a professional and effective premium collection service to the Foresters Friendly Society, complying with all Regulatory requirements.

Contributions Assistant, your role:

• Managing Direct Debit runs (AOF and POIS)
• Processing all ADDACS, AUDDIS and ARUDDs as provided by BACS
• Acting as first point of contact for existing members regarding their payments – setting up and managing unsuccessful Direct Debits, catch up card payments
• Posting off lump sum top up cheques and card payments
• Processing quarterly Contributions Sheets issued to Courts
• Liaising with Courts about any arrears relating to policies paid to the Courts
• Overseeing any cheques or postal orders received (weekly)
• Pursuing outstanding premiums for Foresters, POIS, Leek and Tunstall premiums
• Actioning paygroup receipts and pay authorities to commence, amend, or cancel deductions
• Providing Group with monthly Group Report
• Dealing with any telephone or written queries as required
• Maintaining and continuing Direct Debit collections for legacy systems

Contributions Assistant, the person:

• Minimum 5 GCSE Grade A-C (or equivalent) including Maths and English
• Previous experience within accounts environment
• Familiar of Direct Debits and associated banking procedures
• Excellent numeracy skills and attention to detail
• Methodical and able to work on own initiative as well as part of a team
• Confident, articulate and assertive in dealing with people both by letter and telephone
• Able to problem-solve - adaptable and responsive to changing needs and priorities
• Strong prioritisation and time management skills
• Knowledge of Microsoft Office, especially MS Excel

Contributions Assistant, the benefits:

• Competitive salary and pension provision
• 25 days’ annual leave plus Bank Holidays and the day off for your birthday
• Holiday purchase scheme – buy up to 3 extra days per annum
• Group Life Assurance – 4 times your salary
• WPA Cash Plan
• Bonus based on individual performance – up to 5% of your salary each year
• Staff discounts
• Pension provision – 10%
• Employee Assistance Programme – free, confidential advice line
• Car park – off site, paid for

Offers will be conditional upon pre-employment checks, including financial checks, being completed to the Society’s satisfaction.
Pure Human Resources Limited works in partnership with Foresters Friendly Society in providing HR and Recruitment support. No applications from agencies please

• Managing Direct Debit runs (AOF and POIS)
• Processing all ADDACS, AUDDIS and ARUDDs as provided by BACS
• Acting as first point of contact for existing members regarding their payments – setting up and managing unsuccessful Direct Debits, catch up card payments
• Posting off lump sum top up cheques and card payments
• Processing quarterly Contributions Sheets issued to Courts
• Liaising with Courts about any arrears relating to policies paid to the Courts
• Overseeing any cheques or postal orders received (weekly)
• Pursuing outstanding premiums for Foresters, POIS, Leek and Tunstall premiums
• Actioning paygroup receipts and pay authorities to commence, amend, or cancel deductions
• Providing Group with monthly Group Report
• Dealing with any telephone or written queries as required
• Maintaining and continuing Direct Debit collections for legacy system