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Client Money Manager

2 months ago

Leeds, United Kingdom The Ardonagh Group Full time

This is predominantly a remote role with very occasional client visits as per business needs. It is an 18 month fixed term to cover parental leave.
This exciting opportunity has arisen to join our Mergers & Acquisitions team where you will be responsible for the delivery of the due diligence process for new members and acquisitions.

You will need to build relationships with vendors to start the process of aligning acquisitions into our way of working and work with our internal M&A team to highlight CASS 5 risks. You will support the handover process following acquisition into the integration team, support external audit requirements and produce accurate reporting.

Deliver the due diligence process for new members and acquisitions.
Support client money, insurer & statutory audit s (including management updates, collation of evidence, review of evidence with stakeholders, agreement of action plans)Fulfil your responsibilities in line with agreed processes in order to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules within the FCA Handbook.
Build and manage member and partner relationships in respect of onboarding and acquisitions and integration rollout.
Take ownership of key regulatory requirements e.g. Specialised Knowledge – Strong working knowledge and experience of CASS 5 regulation, some experience working in a financial control environment in a financial services industry is essential and understanding of Client Money Operations concepts and processes.

Professional Certification – Any qualification or part qualification in a financial profession would be preferred but is not essential.

Microsoft skills – Excel to intermediate level including lookups and pivots.

Holiday entitlement of 26 days plus bank holidays
~ Opportunity to progress your career across the entire Ardonagh family
~ 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. These will include verifying your recent employment, address, credit history and a standard criminal record check.

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.

The Ardonagh Group is one of the UK’s largest independent brokers with over 9000 dedicated and passionate professionals across the country, and worldwide, facing and dealing with our clients’ challenges, offering an enviable range of products, services and solutions to their clients.