Finance Director - Lloyd's Broker

Harrison Holgate; Greater London; On-site; GBP 102,000 - 138,000; Full time

Job summary

Harrison Holgate, a boutique Lloyd’s broker in London, seeks a Finance Director to shape financial strategy and lead a compact finance function. You will work closely with the MD and Board to drive governance, reporting, budgeting, and strategic investments within a dynamic, growth‑focused team.

The role suits an ACA/ACCA/CIMA‑qualified senior finance professional with hands‑on experience in insurance broking, client money handling, and regulatory reporting.

Qualifications

• Full professional accounting qualification (ACA/ACCA/CIMA) or equivalent.
• Current experience as Financial Controller or similar, ready for step‑up.
• Proven track record in insurance broking and London Market operations.
• Confident engaging with senior stakeholders (MD, Board, investors, regulators).
• Hands‑on finance mindset with ability to work independently in a small team.

Responsibilities

• Own the finance function: reporting, control, cash management, regulatory submissions, and strategic analysis.
• Prepare monthly management accounts and reports on a fixed timetable.
• Manage balance sheets, month-end processes, governance.
• Oversee cash, forecasts, working capital, and FX exposure (USD/CAD).
• Regulatory reconciliations and client money management.
• Ensure statutory accounts, tax compliance, and audits.
• Support budgeting and medium‑term financial planning.
• Provide profitability and cost‑structure analysis to MD/Board.
• Lead finance input for strategic projects and shareholder matters.
• Governance: company secretarial duties and delegated authorities.
• HR/admin and systems optimization.

Skills

Strategic finance

Stakeholder comms

Regulatory reporting

Cash management

Education

ACCA/ACCA/CIMA

Job description

Finance Director - Lloyd's Broker

Finance & Accountancy

London

£120,000

Reference: HH/RF-14234

A small but growing Lloyd’s insurance Broker is recruiting for a Finance Director to play a pivotal role in shaping the financial future of a dynamic boutique in the London Market. This is more than a senior finance role—it’s an opportunity to influence strategic decisions, lead a versatile finance function, and work directly with a passionate team committed to excellence and growth in the specialty insurance space.

They are seeking an experienced, hands‑on Finance Director to be the backbone of our financial operations, working closely with the Managing Director, Board, and shareholders. This role offers a unique chance for a qualified accountant ready to step into a senior leadership position and make a tangible impact in a close‑knit, ambitious team.

Key Responsibilities

• Own the finance function: reporting, control, cash management, regulatory submissions, and strategic analysis.
• Prepare and deliver monthly management accounts, commentary, and reliable financial reports on a fixed timetable.
• Manage balance sheets, controls, reconciliations, and month-end processes, ensuring strong governance.
• Oversee daily cash position, forecasts, working capital, and manage foreign currency exposure, particularly in USD and CAD.
• Handle client money management and regulatory reconciliations, including credit control and settlement processes.
• Ensure statutory accounts, tax compliance, and audit relationships are in excellent order.
• Support commercial decisions: budgeting, re-forecasting, and developing the medium-term financial plan.
• Provide insightful analysis on profitability, pipeline, revenue by territory/currency, and cost structures to the MD and Board.
• Lead finance input for strategic projects: new hires, funding, transactions, and shareholder matters.
• Maintain governance and compliance: regulatory reporting, company secretarial duties, policies, and delegated authorities.
• Manage HR administration, facilities, and oversee financial and operational systems to optimise efficiency.

Must-Have

• Full qualification (ACA, ACCA, CIMA, or equivalent).
• Current experience as a Financial Controller or similar, ready for a step‑up.
• Proven track record in insurance broking and/or London Market operations, including client money handling and regulatory reporting.
• Confident communicator capable of engaging with senior stakeholders, including MD, Board, investors, auditors, and regulators.
• Pragmatic, commercially curious, and proactive with a can‑do attitude and a love for hands‑on finance management.
• Ability to work independently in a small team, setting priorities and driving initiatives forward.

This role is a genuine career-defining step—offering ownership, influence, and the chance to lead in a collaborative environment.

Neal Pavitt

020 4537 4003

About Us

As true market specialists we work in partnership with our candidates and clients, delivering unrivalled market knowledge and insight. Driven by our passion to become the partner of choice we offer tailored advice and guidance...

Find Us

Harrison Holgate
34 Lime Street
London
EC3M 7AT
020 7702 0200
[e-mail]