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Insurance broking finance assistant

Leeds
Everywhen
Finance assistant
Posted: 16h ago
Offer description

Apply for the Insurance Broking Finance Assistant role at Everywhen

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.


Responsibilities

* 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.


Qualifications & Experience

* Financial experience in an insurance broking environment is desirable.
* GCSE Maths and English (grade 5 or above) or equivalent required.
* Knowledge of Client Money (CASS 5) is an advantage, but not essential.


What We’re Looking For

* Strong attention to detail and excellent organisational skills.
* Initiative and adaptability, with the confidence to embrace change.
* The ability to work well under pressure and meet deadlines.
* Strong communication skills to influence and build relationships across the business.


Benefits

* Holiday entitlement of 26 days plus bank holidays, increasing with length of service.
* 35 hour working week.
* Opportunity to progress your career across the entire Ardonagh family.
* Award‑winning learning & development offering and support to obtain professional qualifications.
* Pension 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.


Equal Opportunities

Everywhen is an equal opportunities employer. We are committed to a working environment that is free from discrimination, inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us.


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