Insurance Broking Finance Assistant

Looking for a role where your financial skills make a real impact? We’re offering an exciting hybrid opportunity to join our Client Money team in Leeds, ensuring financial transactions in insurance broking are managed with accuracy, compliance, and care.

With excellent transport links nearby, this role combines professional challenge with convenience.

What You’ll Do

You’ll play a key role in safeguarding client funds and supporting our brokers and partners. Responsibilities include:

• Reconciling and processing transactions across client & insurer payments, payaways, and bordereaux
• Managing your own workload to meet agreed service levels and quality standards
• Building strong relationships across IBA departments and broker teams to resolve queries quickly
• Supporting audits, process reviews, and continuous improvement initiatives
• Ensuring compliance with FCA client and insurer money rules, identifying and recording any breaches
  
  

What We’re Looking For

We want someone who thrives in a dynamic environment and brings:

• Strong attention to detail and excellent organisational skills
• Initiative and adaptability, with the confidence to embrace change
• The ability to work well under pressure and meet deadlines
• Strong communication skills to influence and build relationships across the business
  
  

Qualifications & Experience

• Financial experience in an insurance broking environment is desirable
• GCSE Maths and English (grade 5 or above) or equivalent required
• Knowledge of Client Money (CASS 5) is an advantage, but not essential
  
  

Why Join Us?

This is more than just a finance role — it’s a chance to be part of a team that protects clients, supports brokers, and drives improvement across the business. You’ll gain exposure to multiple financial disciplines, develop your expertise, and contribute to a service that really matters.

If you’re detail-driven, adaptable, and ready to take ownership, we’d love to hear from you.

Benefits

In return you will be welcomed and supported by our Ardonagh family 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, increasing with length of service
• 35 hour working week
• 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 for when you feel it’s time to retire
• 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) - raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.
  
  

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.

#AIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing 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.

Note to recruiters and employment agencies: 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.