Client Money Coordinator
2 weeks ago
A reputable London insurance broker is seeking a skilled Client Money Coordinator to join their team.
This role offers an excellent opportunity for an analytical professional to oversee client money management and ensure compliance with regulatory requirements.
Main Tasks:
- Manage the reconciliation of client money accounts.
- Review and process new credit requests.
- Liaise with clients and insurance providers.
- Approve payment requests and negotiate payment plans.
Required Skills:
- Degree in finance, accounting, or related field.
- In-depth understanding of FSA client money rules.
- Experience with financial software, such as Power BI and A4B.
- Strong communication and problem-solving skills.
The estimated salary for this position is £52,000 - £62,000 per annum, depending on qualifications and experience. Work location: London, hybrid setup.
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