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- Tasks: Manage fiduciary services and collaborate with teams to achieve business goals.
- Company: Dynamic company offering hybrid working in Chelmsford.
- Benefits: Competitive daily rate, flexible working, and professional development opportunities.
- Why this job: Make a real impact in fiduciary management while developing your leadership skills.
- Qualifications: Experience in insurance broking accounts and strong analytical skills required.
- Other info: Join a supportive team with opportunities for career growth and relationship building.
The predicted salary is between 46000 - 64000 £ per year.
Fiduciary Ledger Manager
Chelmsford (hybrid working)
12-month contract
Competitive rate of pay
Join Us as a Fiduciary Ledger Manager
We are seeking a dynamic, analytical and engaging Fiduciary Ledger Manager for a 12‑month contract within a global broking environment. This senior role requires someone confident in credit control, fiduciary oversight, bureau submissions, and problem‑solving complex accounting issues.
This is not a transactional processing role – we need someone who can investigate why things went wrong, make decisions, and guide others to correct and improve processes.
If you enjoy leading through influence, working with technical data, and driving operational excellence, this is an exciting opportunity to make a real impact.
Role Responsibilities
Fiduciary Operations & Ledger Oversight
- Deliver fiduciary KPIs, SLAs and working capital targets.
- Manage the interface between fiduciary accounts and operational teams.
- Analyse complex ledger activity and provide clear recommendations.
- Oversee work delivered by offshore partners, ensuring high-quality outcomes.
Bureau Submissions & Technical Issue Resolution
- Act as the subject-matter expert for bureau submissions.
- Investigate failed, rejected or missed submissions to identify root causes.
- Provide clear instructions to submissions teams on required fixes.
- Work across Bulk Binders, Line Slips, and bordereaux-related submissions.
Leadership & Continuous Improvement
- Support strategic projects and operational improvements.
- Recommend enhancements to strengthen controls and efficiency.
- Build strong working relationships with internal teams and external stakeholders.
- Produce reports, updates and presentations on progress, issues and performance.
Essential Skills
- Strong understanding of broking accounts and fiduciary processes
- Deep working knowledge of bureau submissions (including investigative resolution)
- Ability to analyse ledgers and make sound, timely decisions
- Excellent interpersonal and negotiation skills
- Engaging communication style with the confidence to influence
- Experience collaborating with offshore teams
- Ability to lead without direct line management authority
- Strong analytical and problem‑solving capabilities
- Knowledge of regulatory expectations within insurance
Personal Qualities
- Dynamic, engaging, and able to hold attention
- Approaches challenges with curiosity and ownership
- Senior, confident and comfortable with ambiguity
- Able to work independently and drive outcomes at pace
If you think you are up for the task and feel you meet the above criteria or interested to hear more information, please contact me on
#J-18808-Ljbffr
Fiduciary Ledger Manager employer: Experis
Contact Detail:
Experis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fiduciary Ledger Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in fiduciary services or insurance broking. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of fiduciary accounts and the UK regulatory environment. We recommend creating a list of potential questions and practicing your answers with a friend to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss specific examples where you've used your analytical abilities to solve problems or improve processes. This will demonstrate your value as a Fiduciary Ledger Manager.
✨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 and engaged with our platform.
We think you need these skills to ace Fiduciary Ledger Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Fiduciary Ledger Manager role. Highlight your experience with fiduciary services, insurance broking accounts, and any relevant projects you've managed. We want to see how your skills match what we're looking for!
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 examples of how you've delivered on KPIs or improved processes in previous roles. We love a good story!
Show Off Your Analytical Skills: Since this role requires strong analytical abilities, make sure to showcase your numerical and information-gathering skills in your application. We want to know how you've used these skills to identify risks or improve service in past positions.
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 gives you a chance to explore more about StudySmarter and what we stand for!
How to prepare for a job interview at Experis
✨Know Your Fiduciary Stuff
Make sure you brush up on your fiduciary knowledge before the interview. Understand the key performance indicators (KPIs) and service level agreements (SLAs) relevant to fiduciary accounts, as well as any recent changes in the UK regulatory environment. This will show that you're not just familiar with the role but also genuinely interested in the field.
✨Showcase Your Team Spirit
Since this role involves working closely with both onshore and offshore teams, be prepared to discuss your experience in team collaboration. Share specific examples of how you've built relationships and worked effectively with colleagues to achieve common goals. Highlighting your interpersonal skills will demonstrate that you can lead and support others.
✨Be Ready with Solutions
Think about some complex accounting problems you've encountered in the past and how you resolved them. Be ready to propose potential improvements or activities that could enhance the fiduciary services. This shows that you’re proactive and can think critically about the role's challenges.
✨Prepare for Strategic Discussions
Familiarise yourself with the company's strategic objectives and be ready to discuss how you can contribute to achieving them. Prepare to talk about your ideas for developing a robust and cost-sensitive strategy for fiduciary accounts. This will demonstrate your forward-thinking approach and alignment with the company's goals.
