Insurance Broking Finance Assistant– Everywhen
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Purpose of the Role
With this exciting hybrid opportunity, join our Client Money team in Leeds. This role is ideal for an enthusiastic, organised, process and results driven individual who has strong attention to detail, who can manage their own time and workload.
The new and modern office is in Leeds city centre approximately 10 minutes’ walk from the train and bus station and along a bus route.
What You Will Do
* Perform reconciliation and process activities across Cash Posting and Allocation.
* Work with your manager to set and achieve yearly objectives; manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
* Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
* Be proactively involved and support continuous improvement and lean initiatives.
* Support audit requests for information and process walk‑through exercises.
* Ensure we are fully compliant within FCA regulations.
Who We Are Looking For
* Strong Attention to detail.
* Excellent organisational skills.
* The ability to own initiative as well as work within a team environment.
* The mindset to be adaptable, embrace change and respond positively.
* Strength and resilience to work under pressure.
* Skills to build relationships and influence stakeholders.
Qualifications & Experience
* Ideally financial experience in an insurance broking environment.
* Client Money (Cass 5) knowledge (desirable).
* GCSE Maths and English (grade 5 or above) or equivalent.
Benefits
* This is a hybrid role.
* Salary up to £25,000 depending on experience.
* Holiday entitlement of 26 days plus bank holidays, increasing with length of service.
* Opportunity to progress your career across the entire Ardonagh family.
* Pensions scheme for when you feel it’s time to retire.
* 24‑hour Employee Assistance support for you and your family’s physical and mental wellbeing.
* Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more.
* One day paid volunteering to give back to our communities.
* Ardonagh Community Trust (ACT) – raising funds for charity with donation matching in your local community.
* The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.
Seniory level
* Entry level
Employment type
* Full‑time
Job function
* Sales and Business Development
Industries
* Insurance
Note to recruiters and employment agencies
We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
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Equal opportunities statement
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
Employment checks statement
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Vacancy closure note
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
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