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IBA Specialist

2 months ago

Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

Job Summary

This exciting opportunity has arisen to join our Client Money team at Ardonagh Advisory.

We are seeking a talented and dynamic individual to fill the role of IBA Specialist. As a key member of our team, you will be responsible for performing reconciliation and process activities across Cash Posting and Allocation.

Key Responsibilities

  • Perform reconciliation and process activities across Cash Posting and Allocation.
  • Work with your manager to set and achieve yearly objectives.
  • Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
  • Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
  • Be proactively involved and support continuous improvement and lean initiatives.
  • Support audit requests for information and process walk-through exercises.
  • Ensure we are fully compliant within FCA regulations.

Requirements

  • Strong Attention to detail.
  • Excellent organisational skills.
  • The ability to use own initiative as well as work within a team environment.
  • The mindset to be adaptable, embrace change and respond positively.
  • Strength and resilience to work under pressure.
  • Skills to build relationships and influence stakeholders.

Qualifications & Experience

  • Ideally financial experience in an insurance broking environment.
  • Client Money (Cass 5) knowledge (desirable).
  • GCSE Maths and English (grade 5 or above) or equivalent.

What We Offer

  • This is a hybrid role.
  • Salary up to £25,000 depending on experience.
  • Holiday entitlement of 26 days plus bank holidays.
  • Opportunity to progress your career across the entire Ardonagh Advisory group.
  • Pensions scheme for when you feel it's time to retire.
  • 24-hour support for physical and mental wellbeing.
  • 1 day paid volunteering day to give back to our communities.
  • The Spotlight Awards, where we shine a light on the brightest talent across our group.