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Broking Accounts Manager
OA are recruiting for a Broking Accounts Manager to join our client’s highly successful and growing team.
This role will support the IBA Lead in ensuring that all finance activities are handled in accordance with regulatory requirements and internal service levels.
You will identify training requirements and provide coaching and development where necessary and support the IBA lead in the operation management of the IBA Team.
Location: Borehamwood
Hours: Full-time, Monday to Friday. 9-5:30. Hybrid working available.
Salary: Up to £40,0000 – depending on experience
Broking Accounts Manager Benefits:
- 23 days holiday + UK bank holidays
- Life assurance
- Private health care for you and dependents
- Employee assistance programme, including GP line, cashback for treatments, advice line
- Season ticket loan
- Rental deposit loan
- Annual leave purchase scheme
Broking Accounts Manager Key Responsibilities:
- Monitoring and overseeing incoming payments and refunds, as well as setting up, cancelling and maintaining finance agreements with Close Finance
- Reconciliations of cheques, card and BACS payments against the broking systems
- Monitoring claims payments, defaults, cancellations etc
- Overseeing credit control
- Ensuring broking accounts is aligned with the month end process performed by management accountant
- Regularly reviewing output of the IBA team (client side) and escalating issues to the IBA Lead
- Support the IBA lead in in operational management of the IBA Team
- Ensuring that all accounting processes follow best practice principles
- Ensuring that daily, weekly and month-end finance reconciliations and routines are completed on time and in line with specified practices and procedures
- Ensuring that all documentation and processes fall within agreed service standards and FCA regulations
- Regularly reviewing, maintaining and where required, improving accounts procedures, manuals, systems and processes
Broking Accounts Manager Skills and Experience:
- Demonstrable knowledge of the CASS rules
- Good IT skills particularly with Excel and MS Word
- Excellent level of accuracy and attention to detail in all areas
- Excellent telephone manner and the ability to communicate effectively with internal staff and external customers and suppliers
- A good level of English, both written and oral
- Excellent numeric skills
- Ability to meet deadlines and prioritise the department’s own workload.
- Ability to work within a Team environment and to assist team members where required.
If the role is of interest and your skills align, please apply online with your CV.
BARNPERM
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