Broking Manager

JR United Kingdom; Cheltenham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company in Cheltenham is seeking an experienced candidate to manage IBA operations. The role involves team leadership, collaboration across departments, and reporting to senior management. Candidates should have significant experience in IBA operations with strong regulatory knowledge. This full-time position offers 25 days holiday, a pension contribution, and the option for hybrid work.

Benefits

25 days holiday

6% pension contribution

Health and income protection insurance

Wellbeing support

Discounted gym membership

Modern offices

Qualifications

• Proven experience in IBA operations, ideally within Lloyds or the London Market.
• Strong understanding of FCA, CASS, and regulatory compliance.
• Team management and leadership experience.
• Excellent stakeholder communication and problem-solving skills.

Responsibilities

• Support Deputy Head of IBA with premium allocations, insurer settlements, and client accounting.
• Lead team in reconciling accounts and resolving discrepancies.
• Collaborate with internal departments for smooth operations.
• Ensure internal controls are followed.
• Prepare monthly reports for senior management.
• Review and improve IBA procedures.
• Coach and develop team members.

Skills

Experience in IBA operations

Understanding of FCA, CASS, regulatory compliance

Team management

Stakeholder communication

Problem-solving skills

Job description

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EU work permit required:

Yes

Job Views:

3

Posted:

04.08.2025

Expiry Date:

18.09.2025

Job Description:

What's in it for you?

25 days holiday + Bank Holidays | 6% pension contribution | Health and income protection insurance | Wellbeing support and long-service sabbatical | Discounted gym membership | Modern offices | Hybrid working (2 days WFH)

Must Haves

• Proven experience in IBA operations, ideally within Lloyds or the London Market
• Strong understanding of FCA, CASS, and regulatory compliance
• Team management and leadership experience
• Excellent stakeholder communication and problem-solving skills

Nice to Haves

• Experience with market-facing finance systems
• Track record of process improvements
• Ability to present reports and MI to senior management
• Support development of team members

Responsibilities

• Support Deputy Head of IBA with premium allocations, insurer settlements, and client accounting
• Lead team in reconciling accounts and resolving discrepancies
• Collaborate with internal departments for smooth operations
• Ensure internal controls are followed
• Prepare monthly reports for senior management
• Review and improve IBA procedures
• Coach and develop team members

Full-time, permanent role based in Cheltenham, in a modern office. Exposure to senior leadership and strategic decision-making. Opportunity to improve processes and grow your career in a collaborative environment.

Interested? Send your most recent CV to Ellie at i2i recruitment today!

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