Insurance Broking Finance Assistant

Everywhen, part of the Ardonagh Group; Leeds; Hybrid; GBP 21,000 - 29,000; Full time

Job summary

Everywhen, part of the Ardonagh Group, is hiring for a role in our Client Money team in Leeds. This hybrid position suits an organised, detail-focused candidate who can manage their workload and build strong internal relationships.

You will handle reconciliation, process activities, and support audits while maintaining FCA compliance. We welcome applicants with a keen eye for process, resilience under pressure, and a proactive mindset.

Qualifications

• Meticulous attention to detail and strong organisational skills.
• Ability to use own initiative and work well in a team.
• Adaptable, positive mindset and comfortable with change.
• Resilient under pressure with a proactive approach.
• Able to build relationships and influence stakeholders.

Responsibilities

• Perform reconciliation and process activities across Cash Posting and Allocation.
• Manage workload to meet SLAs and quality standards with supervisor support.
• Communicate with IBA departments and internal Brokers to resolve queried transactions.
• Support continuous improvement and lean initiatives and audit requests.
• Ensure compliance with FCA regulations.

Skills

Attention to detail

Organisation

Initiative

Adaptable

Resilience

Stakeholder management

Education

GCSE Maths & English (5+)

Experience in insurance broking (desirable)

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

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.

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.