Financial Services Specialist

1 day ago


Retford, Nottinghamshire, United Kingdom pib Group Full time
Job Summary

As a Financial Services Specialist at Pib Group, you will be responsible for monitoring and facilitating the group's investment of IBA related balances in money market funds, maximizing returns by expanding current investment levels and assisting with additional investments where appropriate.

You will work closely with senior management and our treasury to maximize returns by increasing the entities we are investing in and increasing the percentage invested. Your key responsibilities will include:

  • Monitoring and facilitating money for existing investments ensuring the group is operating within the group policy.
  • Working with senior management and our treasury to maximize returns.
  • Modelling and forecasting predicted cash flows.
  • Supporting our lead IBA MI team with monthly and ad hoc requests.
  • Monitor quality standards within the team taking appropriate action to ensure expected standards are met.

You will also be responsible for completing RMARs to provide supporting documents for FCA returns, supporting the completion of process and procedure mapping and documentation, tracking and reconciling third-party insurers, and overseeing and reconciling the claims bank reconciliation.

To succeed in this role, you will need:

  • A strong analytical and problem-solving skills.
  • Excellent attention to detail and accuracy.
  • Proficient in using MS Office including Excel & Word.
  • Effective communication and interpersonal skills.
  • Ability to work independently and prioritize tasks.

The estimated salary for this role is £52,000 - £65,000 per annum, depending on experience.

About Us

Pib Group is a leading provider of financial services, dedicated to delivering high-quality solutions to our clients. We are committed to excellence and innovation, and we are looking for talented individuals who share our vision.



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