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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.


Purpose of the Role


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.


What you will do


This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all of the following:


  • Deliver the due diligence process for new members and acquisitions.
  • Support the Client Money Integrations and Remediation teams.
  • Support client money, insurer & statutory audits (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. 5.5.69 calculations.
  • Support month end and internal procedures.



Qualifications and Experience


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.


This is an opportunity for a detailed orientated, organised, proactive individual with the ability to use your initiative, embrace and respond positively to change. We need a driven individual who is keen to learn and use their analytical and investigative skills to work under pressure and flexibly to prioritise your work.You will need to be a team player with excellent communication skills and a proven ability to manage stakeholders.


In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:


  • 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.


Ardonagh Group is an equal opportunities employer, and 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 beginning 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.


Why not check us out on LinkedIn to find out what life’s really like at Ardonagh.


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. We are progressive, passionate and proud of the work we do, across all sectors of the business. Therefore, we need highly capable people to join our team to make this a reality


So if this sounds like you, and you are looking for a new challenge where you can learn and develop your career, then this could be a great opportunity for you.