Client Funds Analyst

3 weeks ago


Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

Client Funds Analyst - Ardonagh Advisory

We are excited to announce a hybrid role within our Client Money division. This position is ideal for a motivated, detail-oriented individual who excels in organization and is driven by results. The successful candidate will possess the ability to manage their own time effectively while maintaining a high standard of work.

Our modern office environment fosters collaboration and is easily accessible via public transport.

Key Responsibilities:

Below is a summary of the primary duties associated with this role:

  • Execute reconciliation and processing tasks related to Cash Posting and Allocation.
  • Collaborate with management to establish and meet annual objectives while managing personal workload to fulfill Service Level Agreements (SLAs) and quality benchmarks.
  • Build and maintain relationships with various IBA departments and internal stakeholders to address and resolve transaction inquiries efficiently.
  • Actively participate in and support initiatives aimed at continuous improvement and operational efficiency.
  • Assist with audit requests and process documentation as needed.
  • Ensure compliance with FCA regulations at all times.

Ideal Candidate Profile:

We seek a dynamic individual eager to learn and develop professionally. The ideal candidate will have:

  • Exceptional attention to detail.
  • Strong organizational capabilities.
  • The ability to work independently as well as collaboratively within a team.
  • A flexible mindset that embraces change and adapts positively.
  • Resilience and the ability to perform under pressure.
  • Skills to cultivate relationships and influence key stakeholders.

Qualifications & Experience:

  • Previous experience in a financial role within an insurance broking context is preferred.
  • Familiarity with Client Money (Cass 5) regulations is advantageous.

In return, you will be welcomed into the Ardonagh family, where we prioritize your well-being and professional growth. Additional benefits include:

  • A hybrid working model.
  • Competitive salary based on experience.
  • Generous holiday allowance, including bank holidays.
  • Opportunities for career advancement across the Ardonagh group.
  • A pension scheme to support your future.
  • Comprehensive support for both physical and mental health.
  • A paid day for volunteering to contribute to community initiatives.
  • Recognition through the Spotlight Awards for outstanding talent within our organization.

Join us to unlock your potential for personal and professional development, and help us shape the future of Ardonagh Advisory.



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