Health Trust Adviser

Salford, England, United Kingdom

6/27/2025

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: [email protected]

Time Type

Full time

Job Area

Finance & Accounting

Locations:

Bupa Place