Reconciliation Officer in Cardiff

We have a fantastic opportunity for a Reconciliation Officer in our Cardiff office on a hybrid basis. The Reconciliation Officer role focuses on safeguarding funds held in trust for insurer and corporate clients, with careful reconciliation of bank accounts against underlying ledgers to ensure financial information is accurate and clearly presented. Daily work involves close collaboration with internal teams, clients, and CRM colleagues to maintain steady communication and dependable service. Strong analytical skills support the verification of accounts and operating data, with discrepancies investigated and resolved promptly to protect client money and uphold financial controls. Regular interaction with other departments helps maintain smooth information flow and ensures client needs are consistently met. Audit activity includes preparing documentation, supporting the audit process, and contributing to post‑audit reviews. A commitment to continuous improvement is key, identifying opportunities to refine processes and enhance financial operations. Additional duties may be allocated at the manager's discretion, calling for a calm, methodical approach.

This is perfect for someone who enjoys structured financial work, values accuracy, and takes pride in delivering reliable results for clients.

Responsibilities

• Safeguard funds held in trust for insurer and corporate clients and ensure accurate presentation of financial information.
• Reconcile bank accounts against underlying ledgers and investigate discrepancies promptly to uphold financial controls.
• Collaborate with internal teams, clients, and CRM colleagues to maintain clear communication and dependable service.
• Prepare documentation and support the audit process; contribute to post‑audit reviews.
• Identify opportunities for process improvement and contribute to ongoing enhancements of financial operations.
• Execute additional duties as allocated by the manager with a calm, methodical approach.

Skills and Qualifications

• Protecting Client Funds – understand why client money must be kept safe and take that responsibility seriously.
• Accuracy and Attention to Detail – work carefully with data, spot errors quickly, and ensure reconciliations are correct.
• Problem-Solving and Improvement – enjoy finding practical solutions, fixing issues, and preventing recurrence.
• Accountability and Time Management – take ownership of work, manage deadlines, and handle multiple tasks.
• Technical and Team Skills – use Excel confidently, communicate effectively, and handle confidential information with care.
• Flexibility and Development – willing to support colleagues, take on extra tasks, and any bookkeeping or ATT qualification is a bonus.

Company and Benefits

• Hybrid working from our office and your home.
• Competitive salary taking into account skills, experience and qualifications.
• A Self Invested Personal Pension Scheme (SIPP).
• Holiday allowance of 25 days plus bank holidays.
• Health & support, private healthcare plan (including pre‑existing conditions), life assurance.
• Employee assistance programme for wellbeing, group income protection.
• Discounts on various products and services.

By joining Sedgwick, you'll be part of something truly meaningful and contribute to helping people facing the unexpected. Sedgwick is an Equal Opportunity Employer and supports a culture of inclusion.

Think we’d be a great match? Apply now—we want to hear from you. As part of our commitment to you, we have a zero tolerance policy towards discrimination of any kind regardless of age, disability, gender identity, marital/family status, race, religion, sex or sexual orientation.