Position Overview
IBA Manager | Insurance Broker | CASS Rules | Hybrid | City of London Your new company A growing and well-established insurance group based in London is seeking an experienced IBA Manager to take ownership of their client money and finance operations. This is an exciting opportunity to join a forward-thinking business with strong leadership, a supportive culture, and a focus on continual improvement. Your new role In this role, you will be responsible for managing all finance and client money activities across the group, including: Ownership and oversight of Client Money Calculations (CMC) Ensuring compliance with FCA CASS rules and internal client money procedures Managing and reconciling client money accounts across multiple currencies Overseeing cash allocation, insurer settlements and aged balances Daily use and control of Xero and Global systems, ensuring accuracy and integrity Investigating and resolving discrepancies across systems and bank accounts Supporting RMAR reporting and...