Job Description
Looking for a role where your financial skills make a real impact? We’re offering an exciting hybrid opportunity to join our Client Money team in Leeds, ensuring financial transactions in insurance broking are managed with accuracy, compliance, and care.
With excellent transport links nearby, this role combines professional challenge with convenience.
What You’ll Do
You’ll play a key role in safeguarding client funds and supporting our brokers and partners. Responsibilities include:
* Reconciling and processing transactions across client & insurer payments, payaways, and bordereaux
* Managing your own workload to meet agreed service levels and quality standards
* Building strong relationships across IBA departments and broker teams to resolve queries quickly
* Supporting audits, process reviews, and continuous improvement initiatives
* Ensuring compliance with FCA client and insurer money rules, identifying and recording any breaches
What We’re Looking For
We want someone who thrives in a dynamic environment and brings:
1. Strong attention to detail and excellent organisational skills
2. Initiative and adaptability, with the confidence to embrace change
3. The ability to work well under pressure and meet deadline...