This exciting hybrid opportunity has arisen to join our Client Money team in Leeds.
This is an opportunity 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 approx. 10 minutes' walk from the train and bus station and along a bus route.
What you will do
This is an overview and not an exhaustive list of responsibilities.
- 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:
This is an opportunity for a talented, dynamic individual, with a willingness to learn and develop new skills. We are looking for someone who has:
- Strong Attention to detail.
- Excellent organisational skills
- The ability to use 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
INDX3
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.
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.
As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.
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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Insurance Broking Finance Assistant in Leeds employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
