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About the Role
This role is an experienced IBA Account Handler position to cover a 12-month maternity leave period. The successful candidate will manage a portfolio of client accounts across the Price Forbes and Bishopsgate brands, focusing on cash allocation, credit control, payments, and management information reporting.
Responsibilities
- Support and train junior staff members, both onshore and offshore.
- Ensure timely collection of debts and settlement of liabilities within agreed credit terms.
- Match all cash received as soon as possible.
- Complete all processes accurately and on time.
- Maintain up-to-date and accurate accounting ledgers.
- Produce accurate and timely management information on a regular and ad hoc basis.
- Liaise with other departments regarding outstanding queries, particularly cash queries.
- Chase all outstanding cash under query with clients/underwriters monthly.
- Prepare and despatch statements of accounts as required.
- Maintain accurate, comprehensive, and up-to-date records accessible to all relevant parties.
- Monitor client money payments to intermediary placing brokers.
- Notify appropriate individuals of potential bad debts at the earliest possible stage.
- Undertake other duties, ad hoc tasks, and projects as required.
- Keep suitable records of all communications sent.
- Build and manage relationships with key internal and external stakeholders.
- Ensure compliance with appropriate group policies and procedures.
- Work with the Ardonagh Specialty Client Money Manager to ensure compliance with FCA CASS 5 Client Money Rules.
- Ensure successful completion of assigned training and assessment exercises.
- Perform other responsibilities and activities as required.
Requirements
- Previous IBA experience is required.
- MS Office experience is required.
- Ability to influence various stakeholders both internally and externally.
- Significant IBA experience.
- MS Office skills.
- Good communication skills – written and verbal.
- Presentable.
- Determined and resilient.
Skills
- MS Office
- Communication skills (written and verbal)
- Influencing stakeholders
- IBA experience
Location
- Mostly remote
- Occasional travel to London/Southend
Work Type
- Full time
- Fixed Term
Experience Level
- Experienced
Salary/Compensations
- Competitive salary
Benefits
- Employer pension contribution of 10% (Employee provides 5%)
- Good work-life balance
- Flexibility to suit you
- Life Assurance at X4 of base salary
- Group Income Protection
- Generous Annual Leave entitlement
- Private Medical Insurance
- Group annual bonus scheme
- Apprenticeships
- Study support
- Participation in annual Spotlight Awards
- Community Trust
- Sports Teams
- Office socials and events
- Wellbeing programs
- Fantastic discounts across many big-name businesses (supermarkets, gym memberships, restaurants, healthcare cash plans etc.)
About the Company
- Ardonagh Specialty provides more than just a workplace, fostering skill development and knowledge within a passionate team that values Employees and celebrates diversity.
- Working at Ardonagh Specialty means being part of The Ardonagh Group, an innovative environment with opportunities for growth across the wider group.
- Employees are encouraged to move between united teams and make their role their own.
- Offices are lively and exciting, with a genuinely flexible approach to working.
- The business is thriving and energetic with exciting plans.
Equal Opportunity
- We are an equal opportunities Employer, dedicated to creating a diverse, inclusive, and authentic workplace where everyone can thrive, bring their whole self to work, and reach their full potential.
- We truly value the diversity of our teams and are committed to supporting and welcoming individuals from all backgrounds, appreciating every perspective as a significant part of our success.
- Should you require any reasonable adjustment throughout the recruitment process, please do not hesitate to let a member of the Talent team know.