At a Glance
- Tasks: Lead fiduciary operations and analyse complex ledger activities to drive improvements.
- Company: Join a global broking firm with a dynamic and engaging culture.
- Benefits: Competitive pay, hybrid working, and opportunities for professional growth.
- Why this job: Make a real impact by solving complex accounting issues and leading operational excellence.
- Qualifications: Strong understanding of broking accounts and excellent analytical skills required.
- Other info: Collaborate with offshore teams and build strong relationships across the organisation.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a dynamic, analytical and engaging Fiduciary Ledger Manager for a 12-month contract within a global broking environment. This senior role requires someone confident in credit control, fiduciary oversight, bureau submissions, and problem-solving complex accounting issues. This is not a transactional processing role; we need someone who can investigate why things went wrong, make decisions, and guide others to correct and improve processes.
If you enjoy leading through influence, working with technical data, and driving operational excellence, this is an exciting opportunity to make a real impact.
Role Responsibilities:- Fiduciary Operations & Ledger Oversight
- Deliver fiduciary KPIs, SLAs and working capital targets.
- Manage the interface between fiduciary accounts and operational teams.
- Analyse complex ledger activity and provide clear recommendations.
- Oversee work delivered by offshore partners, ensuring high-quality outcomes.
- Act as the subject-matter expert for bureau submissions.
- Investigate failed, rejected or missed submissions to identify root causes.
- Provide clear instructions to submissions teams on required fixes.
- Work across Bulk Binders, Line Slips, and bordereaux-related submissions.
- Support strategic projects and operational improvements.
- Recommend enhancements to strengthen controls and efficiency.
- Build strong working relationships with internal teams and external stakeholders.
- Produce reports, updates and presentations on progress, issues and performance.
- Strong understanding of broking accounts and fiduciary processes.
- Deep working knowledge of bureau submissions (including investigative resolution).
- Ability to analyse ledgers and make sound, timely decisions.
- Excellent interpersonal and negotiation skills.
- Engaging communication style with the confidence to influence.
- Experience collaborating with offshore teams.
- Ability to lead without direct line management authority.
- Strong analytical and problem-solving capabilities.
- Knowledge of regulatory expectations within insurance.
- Dynamic, engaging, and able to hold attention.
- Approaches challenges with curiosity and ownership.
- Senior, confident and comfortable with ambiguity.
- Able to work independently and drive outcomes at pace.
If you think you are up for the task and feel you meet the above criteria or are interested to hear more information, please contact me on Amy.walker@tapfin.com.
Fiduciary Ledger Manager in Chelmsford employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fiduciary Ledger Manager in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Fiduciary Ledger Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of fiduciary processes and bureau submissions. Be ready to discuss how you've tackled complex accounting issues in the past. We want to see that analytical mindset in action!
✨Tip Number 3
Showcase your leadership skills during interviews. Talk about times when you’ve influenced others or led projects without direct authority. This is key for a role that requires guiding teams and driving operational excellence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and making an impact in the broking environment.
We think you need these skills to ace Fiduciary Ledger Manager in Chelmsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Fiduciary Ledger Manager role. Highlight your experience in credit control and fiduciary oversight, and don’t forget to mention any relevant achievements that showcase your analytical skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've tackled complex accounting issues and led teams through challenges.
Showcase Your Problem-Solving Skills: In your application, emphasise your ability to investigate and resolve issues. We want to see how you approach challenges with curiosity and ownership, so share some stories that demonstrate your problem-solving prowess.
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 don’t miss out on any important updates about the process!
How to prepare for a job interview at Undisclosed
✨Know Your Numbers
As a Fiduciary Ledger Manager, you'll be dealing with complex ledger activities. Brush up on your financial metrics and KPIs relevant to fiduciary operations. Be ready to discuss how you've previously met or exceeded these targets in your past roles.
✨Master the Bureau Submissions
Since this role requires expertise in bureau submissions, make sure you understand the common pitfalls and resolutions. Prepare examples of how you've successfully navigated issues with submissions in the past, showcasing your problem-solving skills.
✨Showcase Your Leadership Style
Even though you won't have direct line management authority, it's crucial to demonstrate your ability to lead through influence. Think of instances where you've guided teams or improved processes without formal authority, and be ready to share those stories.
✨Engage with Curiosity
The job description highlights a dynamic and curious approach to challenges. During the interview, ask insightful questions about the company's current processes and express your eagerness to contribute to operational improvements. This will show your proactive mindset and genuine interest in the role.