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Group Client Money Specialist - REMOTE

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Working knowledge of FCA client money rules (CASS 5), Experienced in data analysis, Advanced Excel skills, IBA experience.

Key responsabilities:

  • Assist with all client money activities
  • Ensure compliance with FCA client money rules
  • Manage query escalations effectively
  • Maintain tracking systems and reports
  • Participate in IBA service improvement projects
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5001 - 10000 Employees
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Job description

Your new companyYou will be joining a leading international insurance company, with over 18,000 employees spanning over 100 countries! Having a good work/life balance and inclusive culture is at the core of this firm. Although remote, you will be supported by a friendly team who ensure you are developed in this role, both professionally and personally. Your new roleThis is a permanent, full-time and 100% remote position, assisting the Retail Group, Client Money Manager, and Assistant Manager, with all client money activities.

  • Ensure continued group compliance with the FCA client money rules.
  • Implement group client money policies and procedures across acquisitions.
  • Manage query escalation to the Retail Group Client Money Manager or Assistant Manager.
  • Maintenance of tracking systems and reports.
  • Review of IBA accounting platforms with major involvement in any future migration/ implementation of new systems, working with business analysts on forthcoming process reviews.
  • Attend regular review meetings and minute accordingly.
  • Comply with internal procedures and external regulatory requirements and escalate issues to senior management.
  • Ad hoc IBA service improvement projects where a benefit to clients/ divisions has been identified

What You'll Need To Succeed

  • Working knowledge of FCA client money rules (CASS 5)
  • Highly experienced at analysing large amounts of data
  • Advanced excel skills
  • Strong communication skills
  • IBA experience

What you'll get in returnYou will be offered an annual salary of up to £40, 000 + highly competitive benefits, not to mention the rare offer of the position being 100% remote! Despite this, they ensure that you feel part of a supportive community. What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel
  • Verbal Communication Skills

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