Insurance Broking Finance Assistant

Confidential; Leeds; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

Everywhen is seeking an organised and proactive individual to join the Client Money team in Leeds. The role focuses on reconciliation, process management, and proactive stakeholder collaboration with internal teams and brokers.

You will work in a modern, hybrid Leeds office, balancing deadlines with continuous improvements and regulatory compliance in a dynamic environment.

Qualifications

• Strong attention to detail required.
• Excellent organisational skills and ability to manage workload.
• Ability to use own initiative and work well in a team.

Responsibilities

• Perform reconciliation and process activities across Cash Posting and Allocation.
• Set and achieve yearly objectives with your manager and manage workload to meet SLAs and quality standards.
• Communicate and build relations with other IBA departments and internal Brokers to resolve queried transactions.
• Support continuous improvement and lean initiatives.
• Assist with audit requests and process walk-through exercises.
• Ensure compliance with FCA regulations.

Skills

Attention to detail

Organisational skills

Initiative

Adaptable

Stakeholder relations

Teamwork

Education

GCSE Maths and English (5+)

Job description

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

INDX3

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.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

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