JMG Group is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. Customer excellence and ‘doing the right thing’ is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.
This role focuses on delivering robust financial reporting and governance while supporting FCA compliance, particularly within the scope of CASS5 procedures.
Supporting the continued development and implementation of our risk and controls framework, ensuring risks are identified, managed and mitigated according to our risk appetite in a timely manner
Assisting the firm where required with regulator requests, internal and external audits and partner due diligence requests
Support the business in the operation, analysis, and resolution of risk events/incident management including ensuring timely resolution of remedial actions
The ideal candidate will excel in data consolidation, trend analysis, and performance monitoring while fostering a learning environment for colleagues and apprentices. Provide expert guidance to internal teams to enhance understanding and implementation of CASS5 governance.
Regularly review and refine internal processes to maintain regulatory compliance.
# Statistical Reporting and Data Consolidation:
Consolidate diverse sets of systems data into a unified, actionable view.
Use advanced statistical analysis to identify trends and deliver insights on performance.
Design and present high-quality statistical reports to stakeholders for decision-making.
# Collaborate closely with teams to ensure alignment with regulatory and financial goals.
Develop and maintain curated learning pathways to upskill team members, fostering career progression and compliance expertise.
# Performance Monitoring and Efficiency Enhancement:
Internal Audit / Quarterly testing of controls to ensure the teams are operating effectively and compliantly
Actively monitor performance metrics to identify and address areas for improvement.
Fully qualified accountant (ACA, ACCA, or equivalent).
Internal/External audit review and report presentation
Demonstrated ability to consolidate and analyse data from multiple systems.
Advanced proficiency in data analysis tools (e.g., Excel, Power BI, SQL).
Familiarity with financial systems integration and reporting software.
Knowledge of group-level financial consolidation practices.
Familiarity with regulatory frameworks beyond CASS5
Excellent salary and progression
Hybrid working pattern – office and remote, following probation.
Company Pension scheme
Generous holiday entitlement (27 days plus birthday & bank holidays)
Bupa Healthcare Cash Plan
Life Assurance
Cycle to work options