Financial Controller - Client Money & CASS Readiness

Harrison Holgate; City Of London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Harrison Holgate seeks a Financial Controller for an insurance broker to build a CASS-ready finance infrastructure from day one. You’ll shape controls, systems and reports with the senior leadership team, in a lean environment.

Responsibilities include month-end close, management accounts, client money reconciliations, premium accounting, VAT, and audit liaison, plus RMAR and prudential reporting. Drive automation and scalable processes across finance and operations.

Qualifications

• Qualified or part-qualified accountant with professional designation or in progress.
• Hands-on experience in client money and CASS 5 requirements.
• Experience building finance processes and controls in an insurance broking context.

Responsibilities

• Own month-end close, monthly management accounts and investor reporting.
• Maintain day-to-day discipline over insurer money held under risk transfer and trust accounts.
• Lead premium accounting, brokerage, commission recognition and bordereaux.
• Manage credit control, debtor management and card payment flows.
• Oversee accounts payable, payroll and VAT as required.
• Banking, payment approvals, treasury and cash forecasting.
• Reconcile data from broking platform to GL.
• Run year-end statutory process and manage audit relationship.
• Support/regulatory reporting (RMAR and prudential resources calculations).
• Lead transition of finance/back-office activities away from regulatory principal.

Skills

CASS knowledge

Client money handling

Financial reporting

Process improvement

Education

ACA/ACCA/CIMA

Job description

Harrison Holgate seeks a Financial Controller for an insurance broker to build a CASS-ready finance infrastructure from day one. You’ll shape controls, systems and reports with the senior leadership team, in a lean environment.

Responsibilities include month-end close, management accounts, client money reconciliations, premium accounting, VAT, and audit liaison, plus RMAR and prudential reporting. Drive automation and scalable processes across finance and operations.