Purpose of the Role

This exciting hybrid opportunity has arisen to join our Client Money team in Leeds to ensure client financial transactions relating to insurance broking are managed and recorded correctly.

This role will involve using your skills and knowledge across several financial accounting disciplines to deliver an effective service to our clients, ensuring that we adequately protect and administer our client’s money.

The office is very close to excellent train and bus links.  

What you will do

This is an overview and not an exhaustive list of responsibilities.  Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more.

1.     Perform reconciliation and process activities across one or more of the following disciplines:

• Client & Insurer Payments, 

• Payaways (intermediary payment processes)

• Bordereaux 

2.     Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.

3.     Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.

4.     Be proactively involved and support continuous improvement and lean initiatives.

5.     Support audit requests for information and process walk-through exercises.

6.    Ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules.

 Who we are looking for

This is an opportunity for a talented, dynamic individual, with strong financial skills and experience ideally with some client money (Cass 5) knowledge. We are looking for someone has:  

• Attention to detail

• Excellent organisational skills

• The ability to use own initiative as well as work within a team environment

• The mindset to be adaptable, embrace change and respond positively

• Strength to work under pressure

• Skills to build relationships and influence stakeholders.

 Qualifications & Experience:

• Financial experience in an insurance broking environment would be desirable.

• GCSE Maths and English (grade 5 or above) or equivalent

• Client Money (Cass 5) knowledge - Desirable but not essential.

 In return you will be welcomed and supported by our Ardonagh family joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays, increasing with length of service
• Opportunity to progress your career across the entire Ardonagh family
• Award-winning learning & development offering and support to obtain professional qualifications to enhance your knowledge and career prospects
• Pension scheme for when you feel it’s time to retire
• 24-hour Employee Assistance support for you and your family’s physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
• One day paid volunteering to give back to our communities
• Ardonagh Community Trust (ACT) - raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.

We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.

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Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. 

Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

Click here here to see our standard benefits page