Financial Transaction Specialist

4 weeks ago


Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

Financial Transaction Specialist

This role involves managing client financial transactions relating to insurance broking, ensuring accurate recording and compliance with regulatory requirements.

The ideal candidate will have strong financial skills, attention to detail, and excellent organisational abilities.

Responsibilities include:

  • Reconciling and processing financial transactions
  • Managing workload to meet Service Levels and quality standards
  • Communicating with internal teams to resolve queried transactions
  • Supporting continuous improvement initiatives
  • Ensuring compliance with FCA rules and regulations

Requirements:

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

Benefits:

  • 26 days holiday plus bank holidays
  • Opportunity to progress career across the Ardonagh family
  • Award-winning learning and development offering
  • Pension scheme
  • 24-hour Employee Assistance support
  • Corporate perks

About Ardonagh Advisory:

Ardonagh Advisory is a leading provider of financial services, committed to delivering exceptional client experiences. We offer a supportive and dynamic work environment, with opportunities for growth and development.



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