Hybrid Insurance Finance Assistant – Cash Posting

Ardonagh; Leeds; Hybrid; GBP 21,000 - 25,000; Full time

Job summary

A leading financial services company in Leeds is seeking an enthusiastic individual for a hybrid role in their Client Money team. The position involves reconciling transactions, managing relationships, and ensuring FCA compliance. Candidates should have a strong attention to detail and excellent organizational skills, ideally with financial experience in insurance broking. The salary is up to £25,000 with opportunities for career progression and benefits.

Benefits

26 days holiday plus bank holidays

Pension scheme

24-hour Employee Assistance support

Corporate perks like gym memberships

Paid volunteering day

Qualifications

• Financial experience in an insurance broking environment is ideal.
• Client Money (Cass 5) knowledge is desirable.

Responsibilities

• Perform reconciliation and process activities across Cash Posting and Allocation.
• Manage workload to ensure work is completed to agreed SLAs.
• Communicate and build relations with internal departments to resolve transactions.
• Support continuous improvement and lean initiatives.
• Support audit requests for information and process walk-throughs.
• Ensure compliance with FCA regulations.

Skills

Strong Attention to detail

Excellent organisational skills

Ability to use own initiative

Adaptability

Strength and resilience under pressure

Skills to build relationships

Education

GCSE Maths and English (grade 5 or above) or equivalent

Job description

A leading financial services company in Leeds is seeking an enthusiastic individual for a hybrid role in their Client Money team. The position involves reconciling transactions, managing relationships, and ensuring FCA compliance. Candidates should have a strong attention to detail and excellent organizational skills, ideally with financial experience in insurance broking. The salary is up to £25,000 with opportunities for career progression and benefits.