Bank Reconciliation Analyst
Kickstart your career with Everywhen! We’re growing fast and looking for detail‑driven, customer‑focused individuals to join our Client Money Team. This is a fantastic opportunity to work in a regulated environment, build specialist knowledge, and make a real impact for our members.
Location & Flexibility
- Training: First few weeks in our Leeds office (5 days per week)
- After training: Hybrid working – up to 2 days in the office, the rest remote
Purpose of the Role
You’ll be at the heart of our FCA‑regulated Client Money service, ensuring accuracy, compliance, and exceptional customer service. This role is key to maintaining trust and confidence with our members.
What You’ll Do
- Reconcile client bank accounts and insurer accounts in line with FCA CASS regulations
- Resolve queries quickly and effectively, maintaining strong relationships with insurers and members
- Monitor and capture any breaches of FCA CASS rules, ensuring compliance at all times
- Interpret and input data from daily, weekly, and monthly reports
- Support with administrative tasks such as client refunds, cheque processing, and account management
What We’re Looking For
- Background in Accounts (essential) and ideally experience in an FCA‑regulated environment (insurer or broker)
- Strong organisational skills with the ability to handle high volumes of work accurately
- Excellent communication skills – confident across email, phone, and face‑to‑face
- Proficiency in Excel and Outlook, with the ability to learn new systems quickly
- A proactive, customer‑focused mindset – someone who thrives both independently and as part of a team
What You’ll Gain
- Specialist knowledge of FCA CASS regulations and financial services
- Career growth in a supportive, expanding business
- Hybrid flexibility to balance office collaboration with remote working
- The chance to be part of a team that values accuracy, compliance, and customer excellence
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.
#LI-Remote #LI-NT1 #AIB
IND001
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.
- Department
- Finance
- Role
- Reconciliation
- Locations
- Leeds- West Village
- Remote status
- Hybrid
- Employment Types
- Permanent, Full Time
- Salary
- Up to £25k
- Job Reference
- 380520
About Everywhen
Our journey is a story of continuous growth and evolution.
As the UK-based broking and advisory heart of the Ardonagh Group, Everywhen unites a nationwide network with a strong local touch — powered by over 5000 talented individuals across more than 140 hubs.
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