Insurance Broking Finance Assistant

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

Purpose of the Role

This exciting hybrid opportunity has arisen to join our Client Money team in Leeds.

This is an opportunity for an enthusiastic, organised, process and results driven individual who has strong attention to detail, who can manage their own time and workload.

The new and modern office is in Leeds city centre approx. 10 minutes’ walk from the train and bus station and along a bus route.

What you will do

This is an overview and not an exhaustive list of 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.

Who we are looking for:

This is an opportunity for a talented, dynamic individual, with a willingness to learn and develop new skills. We are looking for someone who has:

• Strong Attention to detail.
• Excellent organisational skills
• The ability to use own initiative as well as work within a team environment.
• The mindset to be adaptable, embrace change and respond positively.
• Strength and resilience to work under pressure.
• Skills to build relationships and influence stakeholders.

Qualifications & Experience:

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

In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• This is a hybrid role.
• Salary up to £25,000 depending on experience.
• Holiday entitlement of 26 days plus bank holidays, increasing with length of service.
• Opportunity to progress your career across the entire Ardonagh family.
• Pensions scheme for when you feel it’s time to retire.

• 24-hour Employee Assistance support for you and your family’s physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
• One day paid volunteering to give back to our communities
• Ardonagh Community Trust (ACT) - raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.

We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.

#AIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.

Note to recruiters and employment agencies:

We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

Click here here to see our standard benefits page