Job Description:
Health Trust Adviser
Salford Quays (Bupa Place, M50 3SP)
Hybrid working (1 day per week in the office)
Full time (37.5 hours)
Permanent
Salary from £24,000 per annum + fantastic Bupa Benefits
Advert closes on Friday 11th July 2025
We make health happen
At Bupa, we're here to help people live longer, healthier, happier lives-and to make a better world. That's our purpose, and it's what drives everything we do.
As a Health Trust Adviser, you'll play a vital role in supporting our Health Trust clients by ensuring accurate billing, effective credit control, and smooth financial operations. You'll be part of a team that helps keep our services running efficiently, so we can continue to deliver outstanding care and support to our customers.
This is a great opportunity for someone with a financial mindset, strong attention to detail, and a passion for delivering excellent service.
How you'll help us make health happen
In this role, you'll:
Manage a dedicated portfolio of Health Trust clients
Calculate benefit funds and associated fees, monitoring claims against balances
Produce accurate invoices in line with contractual agreements
Provide billing guidance to account managers and challenge inappropriate requests
Follow credit control processes to chase outstanding invoices
Monitor fund balances and investigate any issues
Reconcile daily bank receipts and ensure records match general ledger balances
Update financial and membership information on internal systems
Investigate and resolve customer account queries
Provide internal management information and support P11D requests
Handle correspondence from clients and internal teams
Log and resolve complaints, escalating where necessary
Use internal systems confidently and suggest process improvements
Maintain your own personal development plan and regulatory training
Key Skills/Qualifications needed for this role
Experience within a finance role (Financial Administrator, Accounts Assistant or Bookkeeping experience) would be beneficial
Strong organisational and time management skills
Excellent attention to detail and analytical thinking
The ability to build strong relationships with internal and external customers
A proactive, self-motivated approach with good judgement
Excellent written and verbal communication skills
The ability to work independently and prioritise your workload
A commitment to compliance and continuous learning
Benefits
Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family-friendly benefits.
Joining Bupa in this role you will receive the following benefits and more:
25 days holiday, increasing with service, plus the option to buy or sell
Enhanced pension and life insurance
Access to Bupa health and dental insurance
Mental health and wellbeing support
Discounts on Bupa products and services
Career development opportunities and internal mobility
Why Bupa
We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.
We encourage all of our people to "Be you at Bupa", we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.
Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We'll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.
If you require information regarding this role in an alternative format, please email: careers@bupa.com
Time Type:
Full timeJob Area:
Finance & AccountingLocations:
Bupa Place
Bupa’s purpose is helping people live longer, healthier, happier lives and making a better world. We do this by providing a broad range of healthcare services, support and advice to people throughout their lives. People are at the heart of everything we do. Together, we make health happen.
Every company needs an ethos, and we're no different. Through good days and challeging times, we always work with our values in mind. These are: Brave - Make new possibilities happen. Caring - Act with empathy and respect. Responsible - Own your decisions and actions.
We don't have shareholders at Bupa, which means we're free to invest our profits where they matter: our patients, our facilities, our research, and you.
As a healthcare provider, we have a duty to do the right thing. By our customers, our people and our partners. The Bupa Code holds us to this duty. It's our promise to protect, care for, and build trust with everyone who relies on us.
Here you’ll be welcomed. We champion diversity and we understand the importance of our people representing the communities and customers we serve.
You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose – helping people live longer, healthier, happier lives and making a better world.Free
to be you.
Back in September 2018, we made a pledge. That we'd do whatever we could to make Bupa a diverse, kind and inclusive place to work.
Everyone deserves a positive working environment. Everyone deserves to have their voice heard. Everyone deserves freedom from bullying, harassment and discrimination.
Rhitik joined our Actuarial team for his placement year in 2020 and will be returning in 2022 as part of our Graduate programme. We caught up with him at the end of his Placement year to find out how he got on, and why he chose to stay with Bupa once he’s completed his studies.
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