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Key Responsibilities:
- Processing client and insurer transactions, including receipts and payments
- Performing bank reconciliations and ledger maintenance
- Investigating and resolving any account discrepancies
- Assisting with credit control and ensuring timely collections
- Liaising with brokers, insurers, and internal teams to maintain accurate records
- Supporting month-end reporting and financial controls
- Ensuring compliance with FCA and company financial regulations
Essential:
- Experience in an IBA, accounts, or finance role within an insurance or brokerage setting (1-2 years ideal, but open to strong admin/finance backgrounds)
- Knowledge of insurance finance processes (e.g., client money handling) beneficial
- Strong attention to detail and ability to work in a fast-paced environment
- Confident communicator with excellent numerical skills
- Proficiency in Microsoft Excel and other financial tools
