At a Glance
- Tasks: Lead a team managing client funds and ensure accurate financial reporting.
- Company: Join Sedgwick, a top-rated workplace dedicated to meaningful work.
- Benefits: Enjoy competitive salary, flexible working, and comprehensive health support.
- Other info: Access extensive training resources and career growth opportunities.
- Why this job: Shape the future of the insurance industry while developing your leadership skills.
- Qualifications: Experience in team management and finance, with strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.
We have a fantastic opportunity for a Reconciliations Team Leader based in Cardiff. The Reconciliations Team Leader is responsible for managing and safeguarding client funds held in trust for insurer and corporate clients, while providing day‑to‑day leadership to the Reconciliations team. The role combines hands‑on technical oversight of bank and ledger reconciliations with responsibility for team performance, ensuring accurate, timely, and well‑presented financial information is delivered across the claims portfolios managed by Sedgwick.
Working closely with internal and external stakeholders, including clients, Operational teams, CRM teams, and Audit partners, the Team Leader acts as a key point of contact and ensures service delivery meets agreed standards and expectations. The role supports the Client Accounts Manager through people management activities, including coaching, training, workload planning, quality assurance, audit support, and ongoing process and control improvements.
As a custodian of trust accounts, the role ensures robust controls, compliance with policies and governance requirements, and prompt investigation and resolution of reconciling differences. The Team Leader leads, motivates, and develops the team, allocates work effectively, manages capacity, meets SLAs, and provides management cover when required, while promoting a strong culture of continuous improvement and accountability.
The skills you will have when you apply:
- People leadership experience – Proven experience managing and developing a team, with accountability for performance, quality, and delivery.
- Reconciliation and finance expertise – Strong technical background in bank and ledger reconciliations within a client funds or trust environment.
- Client fund protection and controls – Clear understanding of safeguarding client money, governance requirements, and audit readiness.
- Stakeholder and client management – Ability to act as a key point of contact for clients, auditors, and internal teams.
- Analytical problem‑solving – Strong attention to detail with the ability to identify, investigate, and resolve reconciling differences.
- Planning and prioritisation – Experience managing workloads, meeting deadlines and SLAs, and balancing team capacity.
- Continuous improvement mindset – Demonstrated ability to improve processes, controls, and ways of working.
What we’ll give you for this role:
- Competitive salary taking into account skills, experience and qualifications
- A Self Invested Personal Pension Scheme (SIPP)
- Holiday allowance of 25 days plus bank holidays
- Flexible working from our office or your home
- Private healthcare plan (including pre-existing conditions)
- Life assurance
- Employee assistance programme for employee wellbeing
- Wellbeing and digital GP apps
- Group Income Protection
- Voluntary flexible benefits – green car scheme, health assessment, travel insurance, dental cover, cycle to work scheme, season ticket loan
- Discounts on various products and services
This isn't just a position, it's a pivotal role in shaping our industry. At Sedgwick, you won't just build your career; you'll cultivate a team of experts. Our Sedgwick University offering empowers you to excel as well as your team members, with the most comprehensive training program in the industry which includes more than 15,000 courses on demand, training specific to roles, and opportunities to continue formal education.
Together, we're not only reshaping the insurance landscape, we’re building a legacy of talent. Come and be a catalyst for change within our industry.
Next steps for you:
Think we'd be a great match? Apply now – we want to hear from you. As part of our commitment to you, we are proud to 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.
After the closing date we will review all applications and may select some applicants for an interview (which may be virtual, or in-person).
Reconciliations Team Leader in Cardiff employer: Sedgwick
At Sedgwick, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional growth. Located in Cardiff, our team enjoys a competitive salary, flexible working options, and access to extensive training resources through Sedgwick University, ensuring that every colleague can thrive and contribute meaningfully to our mission of safeguarding client funds and delivering outstanding service.
StudySmarter Expert Advice🤫
We think this is how you could land Reconciliations Team Leader in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a Reconciliations Team Leader role at Sedgwick. You never know who might have the inside scoop or can put in a good word for you!
✨Tip Number 2
Prepare for those interviews by researching Sedgwick's culture and values. They’re all about caring for people and continuous improvement, so think of examples from your past that showcase how you embody these traits. Show them you’re not just a fit for the role, but for the team!
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on your leadership experience and how you've handled reconciliations in the past. The more comfortable you are talking about your skills, the better you'll come across in the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining Sedgwick and being part of something meaningful. Let’s get you that interview!
We think you need these skills to ace Reconciliations Team Leader in Cardiff
Some tips for your application 🫡
Show Your Leadership Skills:When writing your application, make sure to highlight your people leadership experience. We want to see how you've managed and developed teams in the past, so share specific examples that showcase your ability to drive performance and quality.
Demonstrate Your Technical Expertise:Since this role involves bank and ledger reconciliations, it's crucial to detail your technical background in finance. We’re looking for candidates who can clearly articulate their understanding of client fund protection and governance requirements, so don’t hold back!
Tailor Your Application:Make your application stand out by tailoring it to the job description. Use keywords from the posting, especially around stakeholder management and analytical problem-solving. This shows us you’ve done your homework and understand what we’re looking for.
Apply Through Our Website:We encourage you to apply directly 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 our culture and values!
How to prepare for a job interview at Sedgwick
✨Know Your Numbers
As a Reconciliations Team Leader, you'll need to demonstrate your expertise in bank and ledger reconciliations. Brush up on key financial concepts and be ready to discuss specific examples from your past experience where you successfully managed client funds or resolved discrepancies.
✨Showcase Your Leadership Skills
This role requires strong people leadership experience. Prepare to share stories about how you've motivated and developed your team in previous positions. Think about specific challenges you faced and how you helped your team overcome them while maintaining performance and quality.
✨Understand Stakeholder Management
You'll be acting as a key point of contact for clients and internal teams. Familiarise yourself with Sedgwick's approach to client fund protection and governance requirements. Be ready to discuss how you've effectively communicated with stakeholders in the past and ensured service delivery met expectations.
✨Emphasise Continuous Improvement
Sedgwick values a mindset focused on continuous improvement. Prepare to talk about processes you've improved in previous roles, how you identified areas for enhancement, and the impact those changes had on your team's performance and client satisfaction.
