At a Glance
- Tasks: Join us as a Group CASS5 Reporting Accountant, focusing on financial reporting and FCA compliance.
- Company: JMG Group is a leading insurance broker with over 650 employees, known for customer excellence.
- Benefits: Enjoy hybrid working, a competitive salary, generous holidays, and a company pension scheme.
- Why this job: Be part of a respected team, enhance your skills, and contribute to meaningful financial governance.
- Qualifications: You need to be a fully qualified accountant with experience in CASS5 governance and data analysis.
- Other info: Opportunities for career progression and mentoring apprentices are available.
The predicted salary is between 36000 - 60000 £ per year.
The Company JMG Group is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 650+ employees and we are growing at significant pace following our MBO that took place in November 2020. JMG Group places over £300m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and ‘doing the right thing’ is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.
The opportunity We are seeking a highly skilled and experienced Qualified Accountant to join our team. This role focuses on delivering robust financial reporting and governance while supporting FCA compliance, particularly within the scope of CASS5 procedures.
- Supporting the continued development and implementation of our risk and controls framework, ensuring risks are identified, managed and mitigated according to our risk appetite in a timely manner.
- Assisting the firm where required with regulator requests, internal and external audits and partner due diligence requests.
- Support the business in the operation, analysis, and resolution of risk events/incident management including ensuring timely resolution of remedial actions.
The ideal candidate will excel in data consolidation, trend analysis, and performance monitoring while fostering a learning environment for colleagues and apprentices. The candidate will also have strong organisational and time management skills and a proactive attitude.
Key Responsibilities:- CASS5 Governance: Ensure compliance with FCA CASS5 rules and procedures across the organisation. Provide expert guidance to internal teams to enhance understanding and implementation of CASS5 governance. Regularly review and refine internal processes to maintain regulatory compliance.
- Statistical Reporting and Data Consolidation: Consolidate diverse sets of systems data into a unified, actionable view. Use advanced statistical analysis to identify trends and deliver insights on performance. Design and present high-quality statistical reports to stakeholders for decision-making.
- FCA Reporting: Take a lead role in preparing and submitting FCA reports within the required deadlines. Develop and enhance internal reporting efficiencies, reducing submission time and errors. Collaborate with stakeholders to consolidate reports across the group’s regulated entities.
- Team Support and Development: Collaborate closely with teams to ensure alignment with regulatory and financial goals. Support colleagues entering the organisation via the apprenticeship learning route. Develop and maintain curated learning pathways to upskill team members, fostering career progression and compliance expertise.
- Performance Monitoring and Efficiency Enhancement: Internal Audit / Quarterly testing of controls to ensure the teams are operating effectively and compliantly. Actively monitor performance metrics to identify and address areas for improvement. Partner with cross-functional teams to streamline workflows and enhance reporting capabilities.
- Education and Certification: Fully qualified accountant (ACA, ACCA, or equivalent).
- Experience: Proven experience in implementing and managing CASS5 governance. Strong expertise in statistical reporting and presentation. Internal/External audit review and report presentation. Demonstrated ability to consolidate and analyse data from multiple systems. Previous involvement in FCA reporting and compliance submissions.
- Technical Skills: Advanced proficiency in data analysis tools (e.g., Excel, Power BI, SQL). Familiarity with financial systems integration and reporting software.
- Soft Skills: Strong communication and presentation abilities. Proactive approach to problem-solving and process improvement. Excellent organizational and time management skills.
- Preferred Qualifications: Experience mentoring or supporting apprentices or junior staff. Knowledge of group-level financial consolidation practices. Familiarity with regulatory frameworks beyond CASS5.
What we offer Excellent salary and progression. Hybrid working pattern – office and remote, following probation. Company Pension scheme. Generous holiday entitlement (27 days plus birthday & bank holidays). Bupa Healthcare Cash Plan. Life Assurance. Gymflex scheme. Cycle to work options.
Contact Detail:
JMG Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Group CASS5 Reporting Accountant (Yeadon)
✨Tip Number 1
Familiarise yourself with FCA CASS5 regulations and guidelines. Understanding these rules will not only help you in the interview but also demonstrate your commitment to compliance, which is crucial for this role.
✨Tip Number 2
Network with professionals in the insurance and finance sectors, especially those who have experience with CASS5 governance. Engaging with industry experts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your data analysis skills by preparing examples of how you've used tools like Excel or Power BI in previous roles. Being able to discuss specific projects where you've consolidated data or created reports will set you apart.
✨Tip Number 4
Prepare to discuss your experience with internal and external audits. Highlighting your ability to manage audit processes and respond to regulator requests will demonstrate your readiness for the responsibilities of this position.
We think you need these skills to ace Group CASS5 Reporting Accountant (Yeadon)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Group CASS5 Reporting Accountant position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Tailored CV: Your CV should reflect your qualifications as a fully qualified accountant and showcase your experience with CASS5 governance and FCA reporting. Use specific examples of your achievements in statistical reporting and data consolidation to stand out.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your proactive approach to problem-solving and your ability to support team development, as these are key aspects of the job.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role focused on financial reporting and compliance.
How to prepare for a job interview at JMG Group
✨Understand CASS5 Governance
Make sure you have a solid grasp of FCA CASS5 rules and procedures. Be prepared to discuss how you've implemented these in previous roles, as this will show your expertise and understanding of the regulatory landscape.
✨Showcase Your Data Skills
Since the role involves statistical reporting and data consolidation, be ready to demonstrate your proficiency with tools like Excel, Power BI, or SQL. Bring examples of reports you've created or insights you've derived from data analysis.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities, especially regarding risk management and compliance. Think of specific instances where you've identified risks and how you mitigated them, as this will highlight your proactive approach.
✨Emphasise Team Collaboration
The role requires working closely with various teams, so be prepared to discuss your experience in collaborating with others. Share examples of how you've supported colleagues or mentored junior staff, as this aligns with the company's focus on team development.