Finance Team Leader

2 weeks ago

Leeds, United Kingdom The Ardonagh Group Full time

**Purpose of the Role**

This exciting hybrid opportunity has arisen to join a growing Finance team in Leeds, protecting and administering our clients’ money. You will lead the Client Money team, manage the client money process, ensuring client financial transactions in relation to insurance broking are correct and recorded accurately. You will have line management of the team and manage financial escalations as well as process excellence.

**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:

- Be responsible for the line management of the client money team:
Completion of recruitment, HR, training and appraisals processes.

Conduct and document 1-1 account reviews with direct reports, set monthly targets, agree and review action plans.

Develop, coach, support and motivate team members by identifying their strengths, development needs and training requirements in order to enhance skills and knowledge.

Drive team and individual performance against business objectives providing necessary reporting on KPI’s.
- Oversee the Client Money process ensuring all deadlines are met and the process is compliant with the client and insurer money rules within the FCA Handbook.
- Liaise and build relationships with senior business leaders to factor in any necessary process adjustments.
- Oversee and support external audits and ensure that all balances are appropriately supported.
- Liaise and build relationships with senior business leaders to factor in any necessary process adjustments.
- Be a key contact for escalations, complaints and change requests.

**Qualifications and Experience**
- Financial transactions operations and reporting essential.
- Leadership experience essential - this could be on a project or as a senior member of a team, not necessarily team leadership.
- GCSE Maths and English (Grade C or equivalent and above).
- Excel to intermediate level.
- CASS 5 experience preferred.

Most crucially for any applicant is your communication skills across all mediums, use of analytical and investigative skills to solve problems and the ability to respond positively to change. You will need to have excellent organisational skills and attention to detail whilst being adaptable to changing environments and priorities to ensure deadlines are met.

This is an opportunity for a proactive, resourceful, self-motivated individual who is happy to lead a team and train others whilst working under pressure.

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
- Pension scheme for when you feel it’s time to retire
- 24-hour support for physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities
- The Spotlight Awards, where we shine a light on the brightest talent across our group

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.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Health & wellbeing programme
- Life insurance
- Referral programme
- Store discount
- Work from home

Schedule:

- Monday to Friday

Application question(s):

- On what basis are you authorised to work in the UK?
- What is your salary expectation? (required)
- Do you have leadership experience in a financial operations environment?

Work Location: Hybrid remote in Leeds, LS1 4SA

Reference ID: ARD959601

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