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Financial controller

Sefton
Michael Page Sales
Financial controller
Posted: 24 June
Offer description

Financial Controller Opportunity - London Markets Insurance

Leading a London-based Markets Insurance business, our client is seeking a skilled Financial Controller to oversee their IBA accounting team.

About Our Client

A small to mid-sized insurance broker with a strong UK presence, committed to delivering exceptional service and maintaining high industry standards.

Job Description

The FC will manage the department, including credit controllers, treasury assistants, and insurer reconciliation clerks. Key responsibilities include:

1. Overseeing the annual client money audit and acting as the primary contact for audit liaison.
2. Ensuring compliance with FCA regulations, particularly CASS 5, to mitigate breaches.
3. Documenting and improving IBA controls and procedures.
4. Reviewing client money calculations in accordance with CASS 5.
5. Reviewing bank reconciliations for IBA bank accounts.
6. Chairing monthly meetings on IBA matters such as aged debt, unallocated cash, and bad debts.
7. Producing detailed aged debt reports aligned with month-end schedules.
8. Preparing client-by-client reconciliation reports for audit and annual requirements.
9. Reconciling all IBA balances on the balance sheet.
10. Maintaining data integrity within the insurance system.
11. Ensuring prompt month-end closure.
12. Supporting the team with complex client ledgers.
13. Managing timely collection of monies and payments to underwriters.
14. Leading projects, including legacy balances and system implementations.
15. Matching and resolving unallocated cash and claims balances.
16. Sending out broker statements timely each month.
17. Leading the implementation of a new insurance system.
18. Building and maintaining relationships with external brokers.

The Successful Candidate

The ideal candidate will have:

* Extensive experience and knowledge of the insurance sector, including Lloyds, LIRMA, and LIU markets.
* Qualified ACA, ACCA, or CIMA with at least 5 years of PQE.
* Strong team management skills.
* Experience with regulatory and FCA reporting.
* Excellent analytical and problem-solving abilities.
* Proficiency in Excel and handling large data sets.

What's on Offer

* Competitive salary
* Discretionary annual bonus
* Comprehensive benefits package
* 35-hour workweek
* Flexible hybrid working arrangement
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