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- Tasks: Join our Client Money team to manage cash posting and reconciliation activities.
- Company: Dynamic insurance firm located in Leeds city centre with a modern office.
- Benefits: Hybrid working, competitive salary, and opportunities for personal development.
- Why this job: Be part of a team that values detail and supports continuous improvement.
- Qualifications: Strong attention to detail and excellent organisational skills required.
- Other info: Inclusive environment that empowers you to reach your full potential.
The predicted salary is between 36000 - 60000 £ per year.
Purpose of the Role
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 and 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.
- Mindset to be adaptable, embrace change and respond positively.
- Strength and resilience to work under pressure.
- Skills to build relationships and influence stakeholders.
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.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Insurance Broking Finance Assistant employer: Everywhen
Contact Detail:
Everywhen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broking Finance Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and role. Know their values and how you can contribute. This shows you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your skills effectively.
✨Tip Number 4
Don't forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Insurance Broking Finance Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Broking Finance Assistant role. Highlight your attention to detail and organisational skills, as these are key for us. Use specific examples that showcase how you've managed workloads or resolved issues in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention how your skills align with our needs, especially your ability to work under pressure and build relationships with stakeholders.
Showcase Your Initiative: We love candidates who take the initiative! In your application, mention any instances where you've proactively improved processes or contributed to team goals. This will show us you're not just a follower but a valuable team player.
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 makes the whole process smoother for both of us!
How to prepare for a job interview at Everywhen
✨Know Your Numbers
As an Insurance Broking Finance Assistant, you'll be dealing with cash posting and allocation. Brush up on your financial terminology and be ready to discuss how you would handle reconciliation tasks. This shows you're not just interested in the role but also understand its core responsibilities.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed your workload in previous roles. Think about times when you had to prioritise tasks or meet tight deadlines. This will demonstrate your ability to manage time effectively, which is crucial for this position.
✨Build Relationships
Since the role involves communicating with various departments, think of ways you've successfully built relationships in the past. Be ready to share specific examples of how you resolved issues through collaboration, as this will highlight your interpersonal skills.
✨Embrace Change
The job requires adaptability and a positive response to change. Prepare to discuss a time when you faced a significant change at work and how you handled it. This will show that you're resilient and can thrive under pressure, which is exactly what they're looking for.
