At a Glance
- Tasks: Lead finance operations and ensure compliance in a fast-growing insurance broker.
- Company: Rapidly scaling independent insurance broker with a focus on innovation.
- Benefits: Flexible location, competitive salary, and opportunities for professional growth.
- Other info: Exciting role with potential for career advancement in a thriving industry.
- Why this job: Join a dynamic team and make a significant impact in the finance sector.
- Qualifications: Leadership experience in finance operations, especially in insurance broking.
The predicted salary is between 80000 - 100000 € per year.
We are partnering with a rapidly scaling, highly successful independent insurance broker and risk management group. As their expansion accelerates, they are seeking a high-caliber financial leader to take full ownership of the end-to-end control, performance, and regulatory compliance of their Group Finance Operations.
The Role
As the Group Head of Finance Operations, you will provide senior operational leadership and hold ultimate accountability for the CASS 5 control framework within an FCA-regulated environment.
Key Responsibilities
- Direct and develop three functional teams (Banking, Finance Operations, and Broking Ledger) with a total headcount of up to 15 professionals.
- CASS 5 & Client Money Oversight: Act as the certified operational owner for client money. Sign off on calculations, bank reconciliations, and segregation processes while managing CASS audits, regulatory submissions, and breach registers.
- Lead pre- and post-acquisition financial assessments to seamlessly onboard newly acquired businesses into the Group's CASS 5 framework.
- Govern banking operations (400-500 transaction movements monthly) and own the integrity of the broking ledger across 340-400 active insurer accounts.
- Design and execute a robust collection strategy that balances cash flow with excellent client outcomes.
- Oversee premium finance lender relationships and customer refunds.
- Drive automation and standardization across cash platforms-specifically leveraging Acturis and AutoRek.
- Deliver high-quality, Board-level insights on financial performance and control effectiveness.
Candidate Profile
- Proven leadership experience within transactional accounting or financial operations specifically inside the insurance broking sector.
- CASS 5 Mastery: Deep technical knowledge of FCA client money rules, insurer settlements, premiums, and claims.
- Advanced proficiency with core insurance platforms and reconciliation tools (e.g., Acturis, AutoRek, Open GI, Power BI).
- Strong track record operating within an FCA-regulated environment, ideally having supported or held a certified/audited position.
Group Head of Finance Operations employer: HFG
As a rapidly scaling independent insurance broker and risk management group, we pride ourselves on fostering a dynamic work environment that champions innovation and professional growth. Our flexible regional locations offer employees the unique advantage of a collaborative culture, where your contributions directly impact our success, alongside competitive benefits and opportunities for advancement in the thriving insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Group Head of Finance Operations
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and insurance sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to CASS 5 and client money oversight. Tailor your responses to show how your experience aligns with their needs. We want you to shine!
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss how you've successfully managed teams and improved processes in previous roles. Use specific examples that highlight your expertise in financial operations and regulatory compliance.
✨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. Let’s get you that Group Head of Finance Operations role!
We think you need these skills to ace Group Head of Finance Operations
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Group Head of Finance Operations role. Highlight your leadership experience in financial operations and any specific achievements in the insurance broking sector. We want to see how your skills align with the key responsibilities outlined in the job description.
Showcase Your CASS 5 Knowledge:Since CASS 5 mastery is crucial for this role, don’t shy away from showcasing your deep technical knowledge of FCA client money rules. Include examples of how you've managed client money oversight and any relevant audits or regulatory submissions you've handled.
Highlight Automation Experience:We’re keen on candidates who can drive automation and standardisation. If you’ve worked with tools like Acturis or AutoRek, make sure to mention your experience with these platforms and how you’ve leveraged them to improve financial operations.
Apply Through Our Website:Finally, don’t forget to apply through our website! It’s the best way for us to receive your application and ensures it gets into the right hands. We’re excited to see what you bring to the table!
How to prepare for a job interview at HFG
✨Know Your CASS 5 Inside Out
Make sure you brush up on your knowledge of the CASS 5 control framework. Be prepared to discuss how you've managed client money oversight in previous roles, and think of specific examples where you've successfully navigated FCA regulations.
✨Showcase Your Leadership Skills
As a Group Head of Finance Operations, you'll be leading teams. Prepare to share your leadership style and experiences. Think about how you've developed teams in the past and be ready to discuss how you would approach managing the Banking, Finance Operations, and Broking Ledger teams.
✨Demonstrate Financial Acumen
Be ready to dive into financial performance metrics and control effectiveness. Bring examples of high-quality insights you've delivered at a board level, and how those insights have influenced decision-making in your previous roles.
✨Familiarise Yourself with Automation Tools
Since the role involves driving automation and standardisation, make sure you know your way around tools like Acturis and AutoRek. Be prepared to discuss how you've leveraged technology to improve processes and outcomes in finance operations.
