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IBA Specialist
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IBA Specialist - Leeds - ARD1002476
Purpose of the Role
This exciting hybrid opportunity has arisen to join our Client Money team in Leeds to ensure client financial transactions relating to insurance broking are managed and recorded correctly.
This role will involve using your skills and knowledge across several financial accounting disciplines to deliver an effective service to our clients, ensuring that we adequately protect and administer our client’s money.
The office is very close to excellent train and bus links.
What you will do
This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more.
1. Perform reconciliation and process activities across one or more of the following disciplines:
Client & Insurer Payments, Payaways (intermediary payment processes) Bordereaux2. Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
3. Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
4. Be proactively involved and support continuous improvement and lean initiatives.
5. Support audit requests for information and process walk-through exercises.
6. Ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules.
Who we are looking for
This is an opportunity for a talented, dynamic individual, with strong financial skills and experience ideally with some client money (Cass 5) knowledge. We are looking for someone has:
Attention to detail Excellent organisational skills The ability to use own initiative as well as work within a team environment The mindset to be adaptable, embrace change and respond positively Strength to work under pressure Skills to build relationships and influence stakeholders.Qualifications & Experience:
Financial experience in an insurance broking environment would be desirable. GCSE Maths and English (grade 5 or above) or equivalent Client Money (Cass 5) knowledge - Desirable but not essential.In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Ardonagh family Pensions scheme for when you feel it’s time to retire 24-hour support for physical and mental wellbeing 1 days paid volunteering day to give back to our communities The Spotlight Awards, where we shine a light on the brightest talent across our groupWe offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future.
