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- Tasks: Support client money trust accounts and ensure smooth IBA processes.
- Company: Established insurance and risk management business with global reach.
- Benefits: Professional development, supportive environment, and opportunities for skill enhancement.
- Why this job: Join a collaborative team and make an impact in the finance sector.
- Qualifications: Previous finance or IBA experience and strong attention to detail.
- Other info: Dynamic role with excellent career growth potential.
The predicted salary is between 28800 - 43200 £ per year.
Our organisation is a well-established specialist insurance and risk management business with a long-standing presence in the London market. Operating as a Lloyd’s broking house, the company provides a broad range of specialist insurance solutions to clients worldwide. With international reach and strong industry partnerships, the business is well positioned to deliver complex, global insurance solutions across multiple niche sectors.
We are seeking a detail-oriented IBA Assistant to join a collaborative Finance team, supporting the IBA Manager in the effective management of client money trust accounts. The role is integral to ensuring that IBA processes operate smoothly, records remain accurate, and all regulatory requirements are met. This position offers an excellent opportunity for someone with prior finance or IBA experience to further develop their skills within a supportive and professional accounting environment.
Responsibilities- Support the day-to-day administration of client money trust accounts across multiple currencies
- Post receipts and payments accurately within the broking system
- Allocate funds to the correct ledgers and transactions
- Investigate and escalate cash discrepancies to ensure unallocated cash is effectively controlled
- Assist with the daily payment run, including collating documentation and submitting payments for approval in line with deadlines
- Support credit control activities, including issuing statements of account
- Assist with daily, weekly, and monthly IBA reconciliations
- Liaise with internal teams and external parties to resolve client account queries
- Support regulatory and compliance requirements relating to client money
- Adhere to company policies and procedures, ensuring all required regulatory training is completed on time
- Previous experience in a finance, accounts, or IBA role is essential
- High level of accuracy and strong attention to detail
- Confident user of Microsoft Office applications
- Strong numerical and analytical skills
- Excellent organisational and time management abilities
- Clear verbal and written communication skills
- Strong problem-solving capability
- Proactive with a willingness to learn and develop
- Methodical, organised, and detail-focused
- Able to remain calm under pressure and meet deadlines
- Comfortable working both independently and as part of a team
Insurance Broking Accounts Technician employer: Eames Consulting
Contact Detail:
Eames Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broking Accounts Technician
✨Tip Number 1
Network like a pro! Reach out to people in the insurance and finance sectors on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client money trust accounts and be ready to discuss how your skills align with their needs. We want you to shine!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to finance and IBA processes. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Insurance Broking Accounts Technician
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Broking Accounts Technician role. Highlight any relevant finance or IBA experience you have, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to managing client money trust accounts and how you can contribute to our collaborative Finance team.
Show Off Your Skills: We want to see your strong numerical and analytical skills in action! If you’ve used Microsoft Office applications in previous roles, mention specific tasks you’ve accomplished using them. This will help us understand how you can hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our well-established team!
How to prepare for a job interview at Eames Consulting
✨Know Your Numbers
As an Insurance Broking Accounts Technician, you'll need to demonstrate your numerical skills. Brush up on basic finance concepts and be ready to discuss how you've handled accounts in the past. Prepare examples that showcase your attention to detail and accuracy.
✨Familiarise Yourself with IBA Processes
Since this role involves managing client money trust accounts, it’s crucial to understand IBA processes. Research common practices and regulations related to client money. Being able to speak knowledgeably about these topics will show your commitment and readiness for the role.
✨Showcase Your Problem-Solving Skills
Prepare to discuss specific instances where you’ve resolved discrepancies or issues in financial records. Highlight your analytical skills and how you approach problem-solving. This will demonstrate your capability to handle the responsibilities of the position effectively.
✨Communicate Clearly
Strong communication skills are essential in this role. Practice articulating your thoughts clearly and concisely. Be prepared to explain complex financial concepts in simple terms, as you may need to liaise with various teams and clients. Good communication can set you apart from other candidates.
