Interim IBA Manager

Harrison Holgate; Greater London; On-site; GBP 59,000 - 72,000; Full time

Job summary

Harrison Holgate are seeking an Interim IBA Manager in London to take ownership of Client Money Calculations (CMC) and ensure FCA CASS compliance. The role requires overseeing multi-currency client money accounts, cash allocation, insurer settlements, and aged balances, with a focus on improving processes and RMAR reporting.

The position is a 4–6 month interim assignment reporting to the Operations Director, with the ability to start at short notice. Salary listed as £65,000.

Qualifications

• Proven track record working in IBA accounting / management.
• Available at short notice.
• Able to commit to a 4–6 month interim contract.

Responsibilities

• Own and oversee Client Money Calculations (CMC).
• Ensure compliance with FCA CASS rules and internal client money procedures.
• Manage and reconcile client money accounts across multiple currencies.
• Oversee cash allocation and insurer settlements.
• Manage aged balances and investigate discrepancies across systems and bank accounts.
• Support and contribute to RMAR reporting and regulatory returns.
• Identify and implement process efficiencies.

Skills

IBA accounting

Interim management

Job description

Interim IBA Manager

Finance & Accountancy

London

£65,000

Reference: HH/RF-14273

Interim IBA Manager

A small Lloyd’s Broker is seeking an IBA Manager on an interim basis for 4-6 months.

Reporting to the Operations Director you will have ownership and oversight of Client Money Calculations (CMC), ensure compliance with FCA CASS rules and internal client money procedures, manage and reconcile client money accounts across multiple currencies, oversee cash allocation, insurer settlements, and aged balances, investigate and resolve discrepancies across systems and bank accounts, support and contribute to RMAR reporting and regulatory returns, and identify and implement process efficiencies.

Applicants must have a proven track record working in IBA accounting / management, be available at short notice, and be able to commit to the length of this contract.

About Us

As true market specialists we work in partnership with our candidates and clients, delivering unrivalled market knowledge and insight. Driven by our passion to become the partner of choice we offer tailored advice and guidance...