Overview

Join to apply for the Client Money Calculations Analyst role at The Ardonagh Group. This hybrid opportunity is to join our Client Money Calculations (CMC) team of 5 in Leeds to ensure CMC and IMCs relating to insurance broking are completed timely and correctly. This role will involve using your skills across several financial accounting disciplines to deliver an effective service to our clients, ensuring that we adequately protect and administer our client’s money. This is a hybrid role requiring 2 days per week in the Leeds office and the potential to work 3 days from home.

Responsibilities

• Perform reconciliation and process activities across one or more of the following disciplines:
  • Client Money Calculations
  • Insurer Money Calculations
  • Bank Reconciliation
• Run the CMC reports using the automated ODS system (Power BI).
• Perform manual CMCs and IMCs for any Ardonagh Advisory entities not on the ODS system, including systems in run off and new systems.
• Perform matching activities across our AIBL and BNL businesses.
• Submit CMC packs for sign off.
• Communicate and build relationships with other IBA departments, internal brokers & businesses, and external brokers to investigate and resolve any queried transactions.
• Where applicable, investigate the root cause of non-compliance, improve the process, and reduce CASS breaches.
• Operate as a key contact for IBA, month end reporting and legacy balance resolution, working alongside IBA colleagues to ensure month ends are completed accurately and calculations are completed efficiently.
• Proactive involvement and support in continuous improvement.
• Support audit requests for information and process walk-through exercises.

Qualifications and Experience

• Education – Degree educated (or equivalent) in Finance, Accounting or similar (desirable).
• Specialised Knowledge – Client Money – CASS 5 (preferable).
• Skills – Microsoft Excel skills to intermediate level.
• Experience – Previous financial services / client money experience in an insurance broking environment preferable. Experience in working with automated assisted processes.

Most crucially for any applicant is your communication skills across all mediums, use analytical and investigative skills to solve problems and respond positively to change. You will need to have excellent organisational skills and attention to detail whilst being adaptable to changing environments and priorities to ensure deadlines are met.

This is an opportunity for a proactive, resourceful, self-motivated individual to work alongside an efficient team.

Benefits and What We Offer

• Holiday entitlement of 26 days plus bank holidays, increasing with length of service
• Opportunity to progress your career across the entire Ardonagh family
• Award-winning learning & development offering and support to obtain professional qualifications to enhance your knowledge and career prospects
• Pension scheme
• 24-hour Employee Assistance support for you and your family’s physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
• One day paid volunteering to give back to our communities
• Ardonagh Community Trust (ACT) – fundraising with donation matching in your local community
• The Spotlight Awards, celebrating the best of the Ardonagh Group

We offer genuine potential for both personal and professional development. If you are ready to join, apply today and a member of our team will be in touch.

EEO and checks – We are an equal opportunities employer with a commitment to diversity, equity and inclusion. If your application is successful, routine employment checks will be conducted prior to commencement, including verification of recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.

Note to recruiters – We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

Click here to see our standard benefits page

IND01