Corporate perks such as discounted gym memberships
24-hour Employee Assistance support
Paid volunteering day
Job summary
A leading financial services organization is looking for a dynamic individual to join their Client Money Refunds and Claims team in Leeds. This hybrid position offers an excellent opportunity to develop skills in a fast-paced environment. Responsibilities include processing refunds, ensuring compliance with FCA regulations, and managing internal client accounts. Ideal candidates will possess financial knowledge, Microsoft Excel skills, and a strong attention to detail. The organization offers competitive benefits and career advancement potential.
Qualifications
Degree educated or equivalent in finance, business or accounting (desirable).
Financial experience is desirable.
Dynamic individual with a willingness to learn and develop.
Responsibilities
Process refunds and claims payments in policy administration systems.
Support audit requests for detailed information.
Ensure compliance with FCA regulations.
Manage workload to meet service levels and quality standards.
Communicate with IBA departments to resolve transactions.
Act as key contact for high-volume clients.
Skills
Microsoft Excel experience
Strong attention to detail
Excellent organisational skills
Ability to use own initiative
Capacity to work under pressure
Ability to build relationships
Education
Degree in finance, business or accounting
Job description
A leading financial services organization is looking for a dynamic individual to join their Client Money Refunds and Claims team in Leeds. This hybrid position offers an excellent opportunity to develop skills in a fast-paced environment. Responsibilities include processing refunds, ensuring compliance with FCA regulations, and managing internal client accounts. Ideal candidates will possess financial knowledge, Microsoft Excel skills, and a strong attention to detail. The organization offers competitive benefits and career advancement potential.