At a Glance
- Tasks: Manage client money transactions and ensure compliance with regulations.
- Company: Join a fast-growing finance team at Clear, focused on excellence.
- Benefits: Structured training, career progression, and a collaborative work environment.
- Other info: Perfect for those who thrive in a fast-paced, evolving workplace.
- Why this job: Build your finance career while making a real impact in a dynamic setting.
- Qualifications: Strong numerical skills and attention to detail; experience in finance is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for a Client Money Handler to join our Banking team - playing a key role in how we protect, manage, and move client funds accurately and responsibly. This isn’t just about processing transactions. It’s about contributing to a fast-growing, acquisitive business where finance operations need to be sharp, responsive, and constantly improving. If you enjoy working with detail, take pride in accuracy, and want to build a career in finance within a business that genuinely invests in growth, this is a strong step forward. It’s also a fast-moving environment where priorities can shift - so being organised, adaptable, and comfortable with change really matters.
The team you’ll join
You’ll be part of our Banking team within Finance Operations, working alongside Finance Ops, Broking Ledger Control, Sales & Purchase Ledger, and Integration. You’ll be joining a collaborative finance function, working closely with FP&A and Financial Control. It’s a hands‑on environment where work moves quickly, priorities evolve, and everyone plays a part in making things better.
What you’ll be doing
You’ll manage the day‑to‑day handling of client money - making sure everything is accurate, reconciled properly, and always compliant. In this role, you will:
- Process client money transactions (payments, receipts, and transfers) in line with regulations
- Accurately enter financial and client data into systems
- Support client account reconciliations and resolve discrepancies quickly
- Produce reports and keep stakeholders updated on client money positions
- Make sure all activity meets internal policies and regulatory requirements
- Manage incoming and outgoing funds to keep client accounts running smoothly
- Work closely with the wider finance team to keep operations flowing
What you’ll bring
We’re open to hiring at different experience levels. Candidates with strong foundational skills will be supported with structured training and development, enabling progression into more specialised roles over time. You’ll bring:
- Strong numerical skills and confidence working with financial data
- High attention to detail - you take accuracy seriously
- Confidence using Excel and finance systems
- The ability to work independently and take ownership of your work
- A reliable, accountable approach to delivering high‑quality outcomes
It’s a bonus if you have
- Experience in insurance or financial services
- Exposure to client money or regulated environments
- Experience with reconciliations or ledger systems
This role is a great fit if you…
- Stay organised and can prioritise effectively when things get busy
- Take a proactive approach and are happy to expand your remit where needed
- Work well with others and enjoy being part of a collaborative team
- Are comfortable working in a business that’s growing, changing, and evolving
- Want to learn, improve, and build a long‑term career
If you’re looking for a role where you can build your skills, take ownership, and grow in a fast‑moving environment, we’d love to hear from you.
About Clear
Clear’s ambition is to be recognised as a benchmark for excellence in insurance and risk, and as a place where ambitious people build their careers. We expect people to take ownership of decisions and results, act with integrity when things are difficult, and be bold in improving outcomes for clients and the business. We value collaboration, support, and shared accountability - and we expect everyone to keep learning, adapting, and raising the standard as we grow. This is a high‑expectation environment, built for people who want responsibility, impact, and stretch - not just a role.
Applicants must have the legal right to work in the UK.
Client Money Handler employer: Clear Group
At Clear, we pride ourselves on being an exceptional employer that fosters a dynamic and collaborative work culture within our Banking team. We offer structured training and development opportunities for our Client Money Handlers, ensuring that you can grow your career in finance while working in a fast-paced environment that values accuracy, adaptability, and teamwork. Join us to be part of a company that genuinely invests in your professional growth and encourages you to take ownership of your work, all while contributing to our mission of excellence in insurance and risk.
StudySmarter Expert Advice🤫
We think this is how you could land Client Money Handler
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clear Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Money Handler
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clear Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clear Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clear Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clear Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clear Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clear Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
