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- Tasks: Lead a team to ensure efficient service and compliance in financial operations.
- Company: Join JMG Group, a top insurance brokerage with a strong UK presence and commitment to excellence.
- Benefits: Enjoy a competitive salary, free parking, generous holidays, and a company pension scheme.
- Why this job: Be part of a growing team that values development, accuracy, and customer satisfaction.
- Qualifications: Experience in Group IBA Cashbook, strong IT skills, and a passion for people management required.
- Other info: This is a full-time, mid-senior level position based in Leeds.
The predicted salary is between 36000 - 60000 £ per year.
2 days ago Be among the first 25 applicants
JMG Group is a private equity-backed insurance brokerage, headquartered in Guiseley, Leeds, with a strong and growing presence across the UK. As a Top 30 broker with over 800 employees, we are experiencing rapid growth and continued success in the market.
We place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing—values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.
The Vacancy
Our Group IBA team at Airport West in Yeadon are looking to recruit a new Team Leader to supervise the appropriate team members to provide a professional and efficient service to all customers, whilst ensuring full FCA compliance following the CASS5 rules and guidelines. This applies to all businesses, processes and operating systems that are utilised within the JMG Group of companies.
Key areas of responsibility include
- Ensuring all Key Performance Indicators are achieved and are attained compliantly with FCA CASS5 regulation.
- Coordinate Cashbook/I-Rec team to ensure daily/monthly deadlines and SLAs are met
- Organise daily work, delegate tasks
- Specifically to Cashbook – reduce client unmatched cash
- Allocate and manage resources, manage absences and coordinate holiday leave
- Coach and improve team member skill set
- New recruit training
- Monitor team’s performance and provide constructive feedback
- Support the team with Query/Conflict resolution
- Promote process improvements
- Monthly 1:1s and performance review meetings
- Represent and advocate for team needs
- Support Client Money Manager with monthly MI reporting and progress tracking
- Support Client Money Manager with monthly CMCs
- Ensure client money is handled and reconciled in accordance with FCA regulation and internal procedures, as detailed in the Compliance Manual.
- Report all breaches CASS/procedural to your line manager for recording on Ideagen logs
- Be aware of the company’s Compliance Manual and ensure a full understanding of the following chapters. Ensure full compliance to the procedures contained within the manual.
- Complaints
- Training and Competence
- TCF
- Report any potential and known breaches, including weaknesses in current systems, to your line manager or senior officer of the business in a timely manner
- Take corrective action as necessary to resolve
- Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act.
What we’re looking for
To be successful in the role, you must have the following skills.
- Demonstrable experience within the Group IBA Cashbook function.
- Good IT skills with the ability to write courteous and accurate correspondence
- Keen interest in people management and development
- The ability to work to a high level of accuracy and detail
- The ability to prioritise and follow processes effectively
What we offer
- Generous salary commensurate with level of experience
- Free parking
- Company Pension scheme
- Generous holiday entitlement, including birthday day off.
- Life Assurance
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
-
Industries
Financial Services and Insurance Agencies and Brokerages
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Group IBA Team Leader employer: JMG Group
Contact Detail:
JMG Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Group IBA Team Leader
✨Tip Number 1
Familiarise yourself with FCA CASS5 regulations, as this role heavily involves compliance. Understanding these guidelines will not only help you in the interview but also demonstrate your commitment to regulatory standards.
✨Tip Number 2
Showcase your people management skills by preparing examples of how you've successfully coached or developed team members in previous roles. This will highlight your ability to lead and improve team performance.
✨Tip Number 3
Research JMG Group's values and recent achievements in the insurance market. Being able to discuss how your personal values align with theirs can set you apart as a candidate who truly fits their culture.
✨Tip Number 4
Prepare to discuss specific Key Performance Indicators (KPIs) you've managed in past roles. Being able to articulate how you met or exceeded these targets will demonstrate your results-driven approach.
We think you need these skills to ace Group IBA Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the Group IBA Cashbook function. Use specific examples that demonstrate your ability to manage teams, meet KPIs, and ensure compliance with FCA regulations.
Craft a Strong Cover Letter: Write a cover letter that showcases your keen interest in people management and development. Mention how your skills align with the responsibilities of the Team Leader role and express your commitment to customer excellence.
Highlight Relevant Skills: In your application, emphasise your IT skills and your ability to write courteous and accurate correspondence. Provide examples of how you have prioritised tasks and followed processes effectively in previous roles.
Showcase Leadership Experience: If you have experience in coaching or training new recruits, make sure to include this in your application. Discuss how you have improved team performance through constructive feedback and support.
How to prepare for a job interview at JMG Group
✨Understand FCA CASS5 Regulations
Make sure you have a solid grasp of the FCA CASS5 regulations, as compliance is a key responsibility for the Group IBA Team Leader. Be prepared to discuss how you would ensure your team adheres to these guidelines.
✨Showcase People Management Skills
Highlight your experience in managing and developing team members. Be ready to share examples of how you've coached others, resolved conflicts, and improved team performance in previous roles.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, prepare to discuss specific instances where your attention to detail made a significant impact. This could include examples from your work with cashbooks or financial reporting.
✨Prepare for Performance Metrics Discussion
Familiarise yourself with Key Performance Indicators (KPIs) relevant to the role. Be ready to explain how you would monitor and achieve these metrics while ensuring compliance and efficiency within your team.
