The Role:

The purpose of this role is to process and control accounting transactions relating to our clients’ insurance policies. This role is instrumental in protecting our clients’ money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders. This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.

This position will be a 6-month Fixed Term Contract. We are open to accommodating various working arrangements and are happy to discuss options for part-time, full-time, job share, and flexible hours.

Responsibilities:

• Management of own workload effectively prioritising to achieve targets and quality standards as per agreed objectives.
• Build and maintain effective & professional relationships with internal & external stakeholders.
• Support and assist other members of the IBA team to achieve departmental objectives.
• Take full responsibility for investigating and resolving queries in a timely and accurate manner.
• Comply with all Group and departmental policies & procedures.
• Identify, record and escalate breaches of company policy & CASS rules.
• Participate in ad hoc tasks and projects as required.
• Proactively identify and support continuous improvement opportunities.
• Actively identify and pursue opportunities for self-development and complete all mandatory training in required timeframe.
• Support audit and other information requests as required.
• Adhere to the expected behaviour standards for the role.

Skills & Experience:

• Previous experience in finance administration or reconciliation
• An all-round knowledge base of working within a finance department
• Working knowledge of IBA accounting systems (Desirable)
• Previous experience working in a financial service environment (Desirable)
• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Proficient in using MS Office including Excel & Word
• Effective communication and interpersonal skills
• Ability to work independently and prioritise tasks

Key Stakeholders:

• IBA Team members
• Business Colleagues including Account Executives & Handlers
• Management Accounts & Finance Business Partners
• Internal & External Auditors
• Clients
• Third parties including Insurers, Underwriters, Brokers, Finance Providers & Banking Partners

Further information:

• As well as a competitive salary we offer the following benefits -
• Competitive holiday allowance with the annual option to buy additional days.
• Death in Service benefit of x4 salary
• Company pension scheme
• Enhanced maternity and paternity leave packages
• A flexible benefits package which allows you to add additional benefits to your overall package
• Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
• Referral schemes
• Discounted rates on PIB products
• We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
• If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
• We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose

PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.

We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.
We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

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