Bank Reconciliation Analyst

The Ardonagh Group; Leeds; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services company in the UK seeks a detail-oriented individual to manage client and insurer accounts, ensuring compliance with FCA CASS regulations. The ideal candidate will exhibit strong organisational abilities and excellent communication skills while thriving in both independent and team settings. This role offers career growth, hybrid work flexibility, and a supportive work environment.

Benefits

26 days holiday plus bank holidays

Pension scheme

Employee Assistance support

Discounted gym memberships

Paid volunteering day

Qualifications

• Ability to reconcile client bank accounts and insurer accounts.
• Experience in resolving queries and maintaining strong relationships.
• Knowledge of FCA CASS regulations and compliance.

Responsibilities

• Monitor and capture any breaches of FCA CASS rules.
• Support with administrative tasks such as client refunds.
• Interpret and input data from various reports.

Skills

Reconciliation skills

Strong organisational skills

Excellent communication skills

Proficiency in Excel and Outlook

Customer-focused mindset

Education

Background in Accounts

Experience in FCA-regulated environment

Job description

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
• 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.

Benefits

• 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

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.