Banking & Purchase Ledger Team Leader

Morgan McKinley (South West); Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading legal expenses insurer based in Central Bristol is seeking a Banking & Purchase Ledger Team Leader for an exciting permanent full-time opportunity. The successful candidate will lead the Banking and Purchase Ledger team, ensuring accurate, timely financial processing and compliance. Responsibilities include managing liquidity, supporting financial reporting, and driving process improvements. Strong leadership, excellent organization skills, and a financial background are necessary. This role offers flexible working arrangements and a comprehensive benefits package including annual leave and employee discounts.

Benefits

26 days' annual leave, with option to buy up to 5 additional days

Company pension scheme

Comprehensive wellbeing programme

Employee discounts hub

Flexible working

Qualifications

• Experience in a cash management, treasury, banking or financial payments environment.
• Previous experience leading or supervising a team with resource planning and KPI management.
• Strong understanding of regulatory frameworks like FCA, PRA, and SRA.

Responsibilities

• Lead and develop the Banking & Purchase Ledger team.
• Ensure timely processing of bank transactions and purchase ledger activity.
• Manage liquidity and support cash management activities.

Skills

Leadership

Communication

Organizational skills

Attention to detail

Time-management

Strong IT skills

Tools

Microsoft Office

Job description

Banking & Purchase Ledger Team Leader

Location: Central Bristol
Contract: Permanent | Full Time
Hybrid / Flexible working available

The Opportunity

We have an exciting opportunity for a Banking & Purchase Ledger Team Leader to join one of the UK's leading legal expenses insurer in a key leadership role, responsible for overseeing the Banking & Purchase Ledger (BP&L) function, ensuring accurate, timely and compliant processing across group. The role plays a critical part in managing liquidity, supporting financial reporting and maintaining robust financial controls, working closely with the Financial Accounting & Control team, auditors and wider stakeholders across the business.

Role

As Banking & Purchase Ledger Team Leader, you will be responsible for the day-to-day leadership and performance of the BP&L team, ensuring all payments in and out are accurately recorded, reconciled and reported in line with company policies and regulatory requirements.

Key responsibilities

• Leading and developing the Banking & Purchase Ledger team, providing coaching, guidance and performance management
• Ensuring accurate and timely processing of all bank transactions and purchase ledger activity
• Oversight of bank reconciliations, ensuring issues are identified, investigated and resolved promptly
• Managing liquidity and supporting cash management activities
• Acting as a key point of contact for internal and external stakeholders, including auditors
• Supporting strong governance, compliance and internal controls across Finance Operations
• Collaborating closely with the Financial Accounting & Control team and other departments
• Identifying and implementing process improvements to enhance efficiency and control

What are we looking for?

This role would suit someone with strong leadership and communication skills, who is proactive, organised and comfortable working in a regulated financial environment.

Qualifications

• Experience in a cash management, treasury, banking or financial payments environment
• Previous experience leading or supervising a team, including resource planning, KPI management, coaching and performance improvement
• A strong understanding of regulatory frameworks (FCA, PRA and SRA knowledge highly desirable)
• Excellent organisational and time-management skills
• Strong IT skills, particularly across Microsoft Office applications
• A high level of attention to detail, with a continuous improvement mindset
• Experience within insurance or financial services is advantageous but not essential.

What's on offer

• 26 days' annual leave, with the option to buy up to 5 additional days
• Company pension scheme, with the option to increase contributions
• Group Income Protection
• Group Legal Protection
• European Motor Assistance and Home Emergency Assistance
• Salary sacrifice benefits, including Cycle to Work scheme
• Comprehensive wellbeing programme, including an Employee Health Cash Plan
• Employee discounts hub, offering savings across thousands of retailers and discounted gym memberships at over 3,000 UK gyms
• Access to the Sports & Social Club, with discounted events and activities
• Flexible working

If this sounds like the role for you, please apply and we will be in touch to discuss your application further.