Job description
Audit Support Assistant - Client Money - ARD911517 - Home Based
Purpose of the Role
This exciting opportunity has arisen to join a growing Finance team, offering training, support and progression. You will support the Client Money Audit team delivering the audit cycle for the members and partners across the Bravo Group (Broker Network Limited and Ethos regulated brokers) with regards to CASS 5 compliance.
This is predominantly a remote based role that may require up to 2 days in the office in Leeds per month.
What you will do
This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all of the following:
- Prepare audit schedules and sampling for Audit members’ compliance.
- Ensure the back-office systems for all members contain valid and accurate transactions, such as insurer creditors, client debtors and bank account balances and that these are maintained accurately and in accordance with any procedures/ membership agreements.
- Produce monthly and accurate reporting including supporting month end processes.
- Coordinate and support client money, insurer & statutory audits (including management updates, collation of evidence, review of evidence with stakeholders, agreement of action plans).
- Act as payments authoriser.
- Maintain Business Continuity Plan (BCP) and associated call cascade logs.
Qualifications and Experience
- Experience of CASS 5 regulation and some understanding of Client Money operations, concepts and processes. AAT or part qualified accountant preferred.
- Financial and accounting terminology and understanding of regulatory developments, together with key issues facing clients.
- Financial control experience in a regulated financial services environment essential, insurance experience preferred.
- Intermediate Excel skills.
Most crucially for any applicant is your communication skills across all mediums and the ability to present information clearly and concisely in a timely manner. You will be able to investigate and identify causes of process inefficiencies and suggest improvements to reduce errors and omissions. You will 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 who is happy working both individually and as part of a team. You will be keen to drive continuous improvement and build strong internal and external relationships with stakeholders at all levels.
In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Ardonagh family
- Pension scheme for when you feel it’s time to retire
- 24-hour support for physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities
- The Spotlight Awards, where we shine a light on the brightest talent across our group
We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.
If your application is successful, we will conduct relevant employment checks prior to you beginning employment with us. These will include verifying your 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. No agencies please.
Why not check us out on LinkedIn to find out what life’s really like at Ardonagh.
The Ardonagh Group is one of the UK’s largest independent brokers with over 9000 dedicated and passionate professionals across the country, and worldwide, facing and dealing with our clients’ challenges, offering an enviable range of products, services and solutions to their clients. We are progressive, passionate and proud of the work we do, across all sectors of the business. Therefore, we need highly capable people to join our team to make this a reality!
So if this sounds like you, and you are looking for a new challenge where you can learn and develop your career, then this could be a great opportunity for you.
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