Client Money Accountant
£30 – 40k: Salary is very much dependent on experience and we offer wide ranging opportunities for progression and provide support to obtain professional qualifications, if desired.
Purpose of the Role
Join a growing Client Money Audit Team at the heart of Everywhen, in particular supporting our Broker Network members. If you’re passionate about accuracy, regulation and building strong relationships, this role offers the chance to make a real impact across a diverse broker network.
What’s the role?
You’ll play a key part in delivering the full audit cycle for our members, ensuring compliance with FCA CASS 5 rules and helping firms strengthen their financial controls. Working from home, you’ll travel regularly to client sites (typically around three visits per month) and occasionally to our Leeds office.
What you’ll be doing
Carrying out CASS 5 client money audits and reviewing members’ financial systems
Ensuring accurate back-office data and supporting month-end reporting
Coordinating external audits and reviewing evidence with key stakeholders
Overseeing quarterly control reviews and supporting improvements
Acting as a payments authoriser and completing IT access audits
Building strong relationships with members, especially around high‑risk audits and regulatory change
Supporting regulatory calculations, month-end processes and wider team initiatives
What we’re looking for
ACA/ACCA/CIMA qualified, part-qualified or QBE
Financial experience within an insurance or insurance broking environment would be an advantage
Strong understanding of UK GAAP and advanced Excel skills
Experience in CASS 5, client money operations or financial control within a regulated environment would be preferred but is not essential
A detail‑driven, analytical mindset with the confidence to challenge and influence
Someone proactive, organised and self‑motivated, comfortable working remotely and travelling regularly
A strong communicator who enjoys problem‑solving and continuous improvement
Why this role?
If you’re a quick learner with a passion for precision and a desire to help firms strengthen their regulatory position, this is an exciting opportunity to grow your expertise and play a key role in a supportive, expanding team.
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
35 hour working week
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.
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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