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Thomas Carroll Caerphilly United Kingdom Accounts Hybrid
Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales. We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy.
Over the years we have moved closer to our clients, opening local offices in Swansea, Pembrokeshire, Hereford, Newport and London in addition to our headquarters in Caerphilly, near Cardiff.
In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available.
The communities in which we operate and the environment that surrounds us are at the heart of what we do, from the formation of our ‘green team’ tasked with reducing our carbon footprint to the launch of the Thomas Carroll Charitable Trust in 2019, that was set up to support individuals, smaller charities and other community initiatives in our local areas.
Maintain accurate records of client funds in compliance with regulatory guidelines.
Monitor client money accounts and ensure proper segregation of funds
Liaise with insurers to reconcile accounts and ensure timely settlement as per terms of business
Verify accuracy of insurer invoices/statements and resolve discrepancies with insurer partners and with internal Account Exec teams
Maintain organised and up-to-date financial records in line with the relevant accounting standards
Prepare reports on client money transactions and insurer accounts as and when required, such as Due & Settled Reports, Unallocated Cash Report, Aged Debts Reports.
Assist with audits and regulatory inspections related to client funds.
Banking of group money
Compliance and Regulatory Oversight:
Ensure compliance with relevant regulatory requirements, such as Financial Conduct Authority (FCA) rules.
Stay informed about changes in regulatory guidelines and implement necessary procedures.
Participate in training programs to enhance understanding of compliance obligations.
Collaborate with colleagues in the finance department to streamline processes and improve efficiency.
Provide support to other team members as needed, such as assisting with month-end procedures or ad-hoc projects.
Requirement to be flexible around busy periods such as month end and financial year end.
Proficiency in Microsoft Excel
Good IT Skills within the Microsoft ecosystem (Word, Outlook, Teams, Excel)
Previous experience in a finance role, preferably within the insurance or financial services industry.
Knowledge of regulatory requirements governing client money handling (e.g., Knowledge of basic bookkeeping (Debits/Credits)
9am to 5pm, Monday to Friday
· Salary £24,000, negotiable depending on experience
Thomas Carroll Group PLC
Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.
Information from this application may be processed for purposes permitted under the General Data Protection Regulation. Individuals have, on written request, the right of access to personal data held about them.
The organisation treats personal data collected during the recruitment process in accordance with its data protection policy. Information about how your data is used and the basis for processing your data is provided in the organisation's job applicant privacy notice.
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