Client Money & Reconciliation Analyst (Hybrid)

Everywhen; Leeds; Hybrid; GBP 23,000 - 32,000; Full time

Job summary

Everywhen in Leeds is seeking a detail‑driven professional to join our Client Money team in a hybrid role. You will reconcile and process cash postings, manage workloads to meet SLAs, and collaborate with internal colleagues and brokers to resolve queries. The position also covers audits and FCA compliance.

Ideally you have some financial experience in insurance broking and GCSEs in Maths and English; training and development are provided in a growing, inclusive workplace.

Qualifications

• Ideally financial experience in an insurance broking environment.
• Client Money (Cass 5) knowledge (desirable).
• GCSE Maths and English (grade 5 or above) or equivalent.

Responsibilities

• Perform reconciliation and process activities across Cash Posting and Allocation.
• Work with your manager to set and achieve yearly objectives. Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
• Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
• Be proactively involved and support continuous improvement and lean initiatives.
• Support audit requests for information and process walk-through exercises.
• Ensure we are fully compliant within FCA regulations.

Skills

Attention to detail

Organisational skills

Initiative

Adaptable

Resilience

Stakeholder relations

Education

GCSE Maths & English

Job description

Everywhen in Leeds is seeking a detail‑driven professional to join our Client Money team in a hybrid role. You will reconcile and process cash postings, manage workloads to meet SLAs, and collaborate with internal colleagues and brokers to resolve queries. The position also covers audits and FCA compliance.

Ideally you have some financial experience in insurance broking and GCSEs in Maths and English; training and development are provided in a growing, inclusive workplace.