pib Group | IBA Investment and MI Analyst | east retford
5 days ago
The purpose of this role is to monitor and facilitate the Groups investment of IBA related balances in money market funds, maximising returns by expanding current investment levels and assisting with additional investments where appropriate. The role will also incorporate other cover responsibilities associated with the provision of management information to internal and external stakeholders.
This role is instrumental in protecting our clients money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders and is within the Oversight and Controls team.
Key Stakeholders:
IBA Team members Business Colleagues including Account Executives & Handlers Management Accounts & Finance Business Partners Group Treasury Internal & External Auditors Clients Third parties including Insurers, Underwriters, Brokers, Finance Providers & Banking Partners Responsibilities:
Management of own workload to achieve targets and quality standards as per agreed objectives. Monitor and facilitate money for existing investments ensuring the Group is operating within the Group policy. Working with senior management and our treasury to maximise returns by increasing the entities we are investing in and increasing the percentage invested. Modelling and forecasting predicted cash flows Supporting our lead IBA MI team with monthly and ad hoc requests Monitor quality standards within the team taking appropriate action to ensure expected standards are met Completion of RMARs to provide supporting documents for FCA returns Support the completion of process and procedure mapping and documentation Tracking and reconciling of third-party insurers Oversight and reconciliation of the claims bank reconciliation Providing support with audits requests Identify control weaknesses to improve business performance Proactively support continuous improvement opportunities Identify and escalate breaches of company policy & CASS rules Complete all mandatory training and development activities in required timeframe Comply with all Group and departmental policies & procedures Qualifications
Essential
GCSE Mathematics Grade 4 or above GCSE English Grade 4 or above (or equivalent) Experience
Desirable
Previous experience in finance administration or reconciliation Previous experience of working in a financial services environment Knowledge
Desirable
Knowledge of the insurance industry and insurer accounting is a plus Skills
Essential
Strong analytical and problem-solving skills Excellent attention to detail and accuracy Proficient in using MS Office including Excel & Word Effective communication and interpersonal skills Ability to work independently and prioritise tasks Desirable
Working knowledge of Power BI or similar visualisation software Use of Excel Macros or DAX Previous experience using MS Vision REF-218 520
JBRP1_UKTJ
-
IBA Investment and MI Analyst
5 days ago
Retford, United Kingdom pib Group Full timeJob Purpose: The purpose of this role is to monitor and facilitate the Groups investment of IBA related balances in money market funds, maximising returns by expanding current investment levels and assisting with additional investments where appropriate. The role will also incorporate other cover responsibilities associated with the provision of management...
-
IBA Operations Deputy Head
1 month ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeThe Role: IBA Operations Deputy Head - Retail As the IBA Operations Deputy Head - Retail, you will be responsible for managing the Retail IBA Operations Team delivering exceptional service to our business and stakeholders while ensuring the IBA control environment complies with FCA CASS regulation. You will be responsible for the performance of the team...
-
pib Group | People Services Team Leader
3 days ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeA fantastic opportunity for a 12m FTC role has arisen in our busy and vibrant People Services Team in Retford where you would be part of a very supportive and inclusive team in a fast paced environment where no 2 days are the same. On site parking and close to good transport links. As part of the Group People Operations function, the People Services Team...
-
IBA Project manager
3 months ago
Retford, United Kingdom PIB Group Full timeThe Role: IBA Project Manager The purpose of this role is to project manage IBA changes within the business. You will review accounting transactions and provide technical support to IBA and business colleagues relating to more complex accounting activities associated with our clients’ insurance policies. This role is instrumental in protecting our...
-
IBA Investment and MI Analyst
6 days ago
Retford, United Kingdom CV-Library Full timeJob Purpose: The purpose of this role is to monitor and facilitate the Groups investment of IBA related balances in money market funds, maximising returns by expanding current investment levels and assisting with additional investments where appropriate. The role will also incorporate other cover responsibilities associated with the provision of management...
-
pib Group | People Services Team Leader
3 days ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeA fantastic opportunity for a 12m FTC role has arisen in our busy and vibrant People Services Team in Retford where you would be part of a very supportive and inclusive team in a fast paced environment where no 2 days are the same. On site parking and close to good transport links. As part of the Group People Operations function, the People Services Team...
-
CASS Accountant
1 month ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeThe Role: CASS Accountant As the CASS Accountant, you will be responsible for providing support to the IBA Controls & MI Manager ensuring the IBA control environment complies with FCA CASS regulation and the delivery of timely and insightful MI to the IBA team and related stakeholders. You will be responsible for the day-to-day activities of the IBA...
-
Retford, Nottinghamshire, United Kingdom pib Group Full timeJob DescriptionTeam Leader Job Purpose: The purpose of this role is to effectively manage and develop the team on a day-to-day basis providing support to IBA Manager in delivering key performance indicators and an outstanding service to our clients and other stakeholders. This role is instrumental in protecting our clients money under the CASS 5 rules...
-
IBA Operations Deputy Manager
5 days ago
Retford, Nottinghamshire, United Kingdom PIB Group Full time**Job Summary:** PIB Group is a leading independent insurance intermediary group that provides specialist commercial insurance solutions across the UK market and beyond. We are seeking an experienced individual to join our Retail Operations Team as the IBA Operations Deputy Manager.**Job Description:** The successful candidate will be responsible for...
-
Deputy Head of Retail Operations
1 month ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeThe Role: IBA Operations Deputy Head - Retail As the IBA Operations Deputy Head - Retail, you will be responsible for managing the Retail IBA Operations Team delivering exceptional service to our business and stakeholders while ensuring the IBA control environment complies with FCA CASS regulation. You will be responsible for the performance of the team...
-
IBA Team Manager
1 day ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeJob Title: IBA Team ManagerAbout the Company: PIB Group is a leading provider of insurance services, with a strong reputation for delivering high-quality solutions to our clients. Our team is dedicated to providing exceptional service and support to our clients and other stakeholders.Job Summary: We are seeking an experienced IBA Team Manager to join our...
-
IBA Operations Team Manager
4 weeks ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeJob DescriptionOverviewThe PIB Group is a leading insurance intermediary group with a strong presence in the UK market. We are seeking an experienced and skilled individual to join our team as the IBA Operations Team Manager.Key ResponsibilitiesManage the Retail IBA Operations Team to deliver exceptional service to our business and stakeholders.Ensure the...
-
English Lead Required
4 weeks ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeThe purpose of this role is to effectively manage and develop the team on a day-to-day basis providing support to IBA Manager in delivering key performance indicators and an outstanding service to our clients and other stakeholders. Bank reconciliation Insurer & Bordereaux Reconciliation IBA Management Team Business Colleagues including Account...
-
Insurer Reconciliation Team Leader
4 weeks ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeTeam Leader Job Purpose: The purpose of this role is to effectively manage and develop the team on a day-to-day basis providing support to IBA Manager in delivering key performance indicators and an outstanding service to our clients and other stakeholders. This role is instrumental in protecting our clients money under the CASS 5 rules whilst providing...
-
IBA Operations Deputy Head
1 month ago
Retford, United Kingdom CV-Library Full timeThe Role: IBA Operations Deputy Head - Retail As the IBA Operations Deputy Head - Retail, you will be responsible for managing the Retail IBA Operations Team delivering exceptional service to our business and stakeholders while ensuring the IBA control environment complies with FCA CASS regulation. You will be responsible for the performance of the...
-
Financial Analyst Assistant
2 weeks ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeJob Description:We are seeking a skilled Finance Administrator to join our team at the PIB Group, based in Retford. This is a 3-month fixed term role that presents an excellent opportunity for a confident individual to enter the finance sector and gain valuable experience.The successful candidate will be responsible for managing loan applications via a...
-
Administrative Finance Officer
2 weeks ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeJob Details:We are currently looking for a diligent and resourceful Finance Administrator to join our team at the PIB Group in Retford. This is a short-term contract position that offers a great opportunity for someone to gain hands-on experience in finance.The successful candidate will be responsible for managing loan applications, maintaining records, and...
-
Administrator
6 months ago
Retford, United Kingdom PIB Group Full time**Administrator** The Role: Administrator Location: Retford Holidays: 26 days per year Working hours: 9 am to 5 pm, Monday to Friday Are you an experienced Administrator looking for a new challenge? Do you want to work for a company that values its employees and provides great benefits? If so, we want to hear from you! PIB Group Retford is looking for an...
-
CASS Accountant
1 month ago
Retford, United Kingdom CV-Library Full timeThe Role: CASS Accountant As the CASS Accountant, you will be responsible for providing support to the IBA Controls & MI Manager ensuring the IBA control environment complies with FCA CASS regulation and the delivery of timely and insightful MI to the IBA team and related stakeholders. You will be responsible for the day-to-day activities of the IBA...
-
Insurance Reconciliation Team Manager
3 weeks ago
Retford, Nottinghamshire, United Kingdom pib Group Full timeAbout pib Grouppib Group is a leading provider of insurance services.Job SummaryWe are seeking an experienced Insurance Reconciliation Team Manager to join our team. This is a challenging and rewarding role that requires strong leadership skills, attention to detail, and the ability to work well under pressure.Key ResponsibilitiesManage and develop the...