IBA Cash Team Leader

Here at Jensten, we are looking to recruit an IBA Cash Team Leader. In this role, you will ensure the smooth running of the team to enable it to provide an efficient IBA function, with 2 IBA Technicians reporting into you. As this is a hands-on role, you will also have your own caseload. You will be joining a fantastic wider team that is the heartbeat of our finance function with a head office in Huntingdon. However, for the right candidate, this position can be based remotely but we have pockets of IBA experience in all four corners of the UK and you are always welcome in one of our Regional offices with hubs in Manchester, Leeds, Nottingham, London and Swindon.

Key Objectives & Responsibilities:

• Line management, support, mentoring and performance management of IBA Technicians
• Handle Client payment reconciliations and following up any discrepancies
• Ensure unallocated cash is kept to a minimum and following up any queries
• Ensure credit control deadlines are followed and chasing aged debt
• Assist with Client Money audits
• Ensure CASS compliance at all times and adhere to FCA client money rules

About You:

As our IBA Cash Team Leader, you will need to have experience of reconciling complex client accounts. This is a great position for someone with experience as an IBA technician, looking to step up into a Team Leader role and carry out 1-2-1 and appraisals with team members. You will also have the ability to build strong working relationships with both internal and external stakeholders.

Requirements:

• CASS 5 and Client Money experience
• A good understanding of IBA procedures and ideally have knowledge and experience of using Acturis and any other IBA Broking systems
• A collaborative and innovative approach to working
• Act with integrity at all times when working with stakeholders
• Ability to deliver timely and accurate financial reporting and forecasting
• Strong accuracy and time management skills
• Good communication skills, both verbal and written
• Proficient level of Microsoft Word, Excel and Outlook knowledge
• A self-starter, with the ability to work effectively from home, with limited supervision and the ability to multitask and meet required deadlines

Rewards & Benefits:

When you join us, you can expect a supportive culture and an attractive range of rewards and benefits which include:

• Competitive salary with an annual pay review and bonus scheme
• 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice) plus bank holidays
• Auto enrolment into our pension scheme (5% employer matched contribution)
• Flex-benefits - A range of flexible benefits to choose from, that are most important to you
• Group Life Assurance cover
• 3 months Maternity, Paternity & Adoption leave all fully paid
• Professional qualification study support relevant to your role and career
• Perks at work - amazing discounts on cinema tickets, meals out, luxury items etc.
• Holiday purchase scheme - up to 5 days annually

About Us:

Launched in 2018, Jensten is one of the UK's largest independent broking groups. Growing organically and through strategic acquisition, we now place over £600m GWP into the market via our retail insurance broking, Lloyd's and London Market broking, and specialist underwriting arms. We fill the void in the market between a consolidator and a provincial broker. We have the scale, ambition and expertise to stand out, but the people, culture and entrepreneurial DNA to maintain our client focus. Which is why we are not just one of the leading independent broking groups, we are one of the most exciting too. And that is why you should join us!