IBA Liaison Associate/Finance Assistant
We’re looking for someone with insurance or accounts experience to join our Operations team. In this role, you’ll help manage accounting tasks and support communication between our finance team and other departments. You’ll also help make sure client money is handled correctly under CASS 5 rules.
What you’ll do:
Facilitate communication and collaboration between departments and teams in resolving issues/queries
Reconcile data between core systems such as Acturis and Circus
Identifying issues and implementing the best approach
Excellent investigative skills leading to effective resolutions.
Support with various finance-related tasks which includes producing various statements and reconciling against systems
Identify mis-allocations and confirm corrections
Work closely with colleagues across different departments and systems
Credit Control contacting our clients by phone to discuss any queries and payments
What we’re looking for:
Background in insurance and finance
An understanding of the end to end IBA finance processes
Intermediate Acturis Knowledge and Experience
Confident using Excel workbooks
Excellent communication skills
Analytical approach to problem-solving.
Strong attention to detail
Positive response to change and ability to work well under pressure.
Adaptability
Able to work independently and with other departments and be self-motivated and be confident
Ability to work under deadlines.
Flexibility to work from various offices across the UK
What we offer:
Competitive salary and holiday allowance (with the option to buy more)
Generous maternity and paternity leave
Pension and life insurance cover
Flexible working options
Employee discounts on tech, travel, food and more
Support for training, development, and wellbeing
Involvement in community and charity projects
We’re an inclusive employer and welcome people from all backgrounds. If this sounds like a good fit, we’d love to hear from you.
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