Senior IBA Specialist

The Ardonagh Group; Leeds; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Holiday entitlement of 26 days plus bank holidays

Career progression opportunities

Pension scheme

24-hour Employee Assistance support

Discounted gym memberships

One day paid volunteering

Job summary

A prominent insurance broker in Leeds is seeking a dynamic individual to join their Client Money team. The role involves managing data processing tasks and supporting management functions while ensuring compliance with FCA rules. Candidates should have financial services experience and GCSEs in Maths and English. Benefits include 26 days of holiday, career progression opportunities, and corporate perks.

Qualifications

• Experience in an insurance broking environment is desirable.
• Attention to detail and accuracy in data handling is essential.

Responsibilities

• Manage your own work to meet quality standards and SLAs.
• Process large amounts of data accurately and efficiently.
• Support audit requests and ensure compliance with FCA rules.
• Be a point of reference and assistance in the absence of the Team Leader/Manager.
• Assist with the distribution of workflow in the team.
• Be a referral point for escalated or technical queries for internal staff and external members.
• Support quality reviews and technical training needs across the department.
• Support audit requests for information and process walk-through exercises.
• Ensure compliance with client and insurer money rules within the FCA Handbook and identify breaches.

Skills

Financial services experience

Data processing

Education

GCSE Maths and English (grade 5 or above)

Job description

Overview

This exciting hybrid opportunity has arisen to join our Client Money team in Leeds. The role will involve using skills and knowledge for the back-office Insurance Broking Accounts (IBA) centre and to support management in the operational function of the team.

Who we are looking for

This is an opportunity for a talented, dynamic individual, ideally with financial skills and experience, who is looking to take the next step in their career.

Responsibilities

• Manage your own work is completed to the highest standards and within agreed Service Levels (SLAs) and quality standards.
• Be willing to learn multiple skills and disciplines.
• Process large amounts of data accurately and efficiently.
• Be a point of reference and assistance in the absence of your Team Leader/Manager where required.
• Assist with the distribution of workflow in the team.
• Be a referral point for escalated or technical queries for both our internal staff and external member’s.
• Support quality reviews and technical training needs across the department.
• Support audit requests for information and process walk-through exercises.
• Fulfil your responsibilities in line with agreed processes to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules.

Qualifications & Experience

• Financial services experience (desirable), ideally in an insurance broking environment
• GCSE Maths and English (grade 5 or above) or equivalent

Benefits

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Award-winning learning & development offering and support to obtain professional qualifications to enhance your knowledge and career prospects
• Pension 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. No Agencies please.

Click here here to see our standard benefits page