Client Finance Management Associate

6 days ago


London, Greater London, United Kingdom Sanderson Recruitment Plc Full time
Job Overview

Sanderson Recruitment Plc is seeking a highly skilled Client Finance Management Associate to join our Client Finance Operations team. In this role, you will play a vital part in the reconciliation and management of client money, working collaboratively with clients and insurance underwriters.

This is an excellent opportunity for a candidate with a background in finance or client finance operations to make a significant impact in a dynamic and growing business. The successful candidate will focus on delivering exceptional service, enhancing insurer relationships, and driving business growth through process improvements.

Key Responsibilities:

  • Ensuring timely premium payments (PPWs) to insurance underwriters within established deadlines.
  • Managing account reconciliations by collaborating with clients, insurance underwriters, and brokers to secure funds efficiently.
  • Providing outstanding service to both internal and external clients by acting as a key liaison for clients and insurance underwriters.
  • Initiating key partnership meetings with insurers to drive business growth and process improvements.
  • A background in finance or client finance operations.
  • Strong knowledge of insurance broking accounts and FSA client money rules.
  • Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with industry software such as Power BI, Brokersure BE/EA, and A4B.

Estimated salary: £45,000 - £60,000 per annum (dependent on experience).



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