Group Iba Team Leader

3 months ago


Guiseley, United Kingdom JMG Group Full time

**The Vacancy**

The successful applicant will be required to supervise the appropriate team members to provide a professional and efficient service to all customers, whilst ensuring full FCA compliance following the CASS5 rules and guidelines. This applies to all businesses, processes and operating systems that are utilised within the JMG Group of companies.

**Key areas of responsibility will include:

- **
- Ensure all Key Performance Indicators are achieved and are attained compliantly with FCA CASS5 regulation.
- Ensure client money is handled and reconciled in accordance with FCA regulation and internal procedures, as detailed in the Compliance Manual.
- Report all breaches CASS/procedural to your line manager for recording on Pentana logs
- Be aware of the company’s Compliance Manual and ensure a full understanding of the following chapters. Ensure full compliance to the procedures contained within the manual.
- Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act.

**Additional Duties**
- Coordinate Cashbook/I-Rec team to ensure daily/monthly deadlines and SLAs are met
- Organise daily work, delegate tasks
- Specifically to I-rec - perform ledger reviews
- Specifically to Cashbook - reduce client unmatched cash
- Allocate and manage recourses, manage absences and coordinate holiday leave
- Coach and improve team member skill set
- New recruit training
- Monitor team’s performance and provide constructive feedback
- Support the team with Query/Conflict resolution
- Promote process improvements
- Monthly 1:1s and performance review meetings
- Represent and advocate for team needs
- Support Client Money Manager with monthly MI reporting and progress tracking
- Support Client Money Manager with monthly CMCs.

**What we offer**
- Excellent salary and progression
- Hybrid working pattern - office and remote, following probation.
- Company Pension scheme
- Generous holiday entitlement (27 days plus birthday & bank holidays)
- Bupa Healthcare Cash Plan
- Life Assurance
- Gymflex scheme
- Cycle to work options
- Salary Sacrifice electric vehicle leasing scheme

**The Company**

JMG Group is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 500+ employees and we are growing at significance pace following our MBO that took place in November 2020.

JMG Group place over £200m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and ‘doing the right thing’ is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.

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

**Salary**: £28,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount
- Gym membership
- Health & wellbeing programme
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Work from home

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Guiseley, West Yorkshire: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Finance Admin: 3 years (preferred)

Work Location: In person


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