IBA Account Handler - HFG
other jobs eFinancial Careers
Added before 3 Days
- England,North West,Greater Manchester,Bolton
- Full Time, Permanent
- Competitive salary
Job Description:
Job Title: IBA Account Handler (Initial 6-Month FTC) Location: Bolton / Hybrid or Fully Remote
Role Type: Full-time, Fixed-Term Contract
Are you an experienced IBA professional looking for a high-impact role within a leading global brokerage?
We are seeking a technical, IBA Account Handler to manage a diverse client portfolio. This role offers the opportunity to work with top-tier industry talent in a fast-paced, energetic environment. Whether you prefer being office-based, hybrid, or fully remote, we offer a genuinely flexible approach to suit your lifestyle.
Key Responsibilities
*Take full ownership of a client portfolio, ensuring timely debt collection and liability settlement.
Investigate and match cash entries promptly to maintain accurate accounting ledgers.
*Act as the primary contact for internal divisions and external brokers to resolve complex queries and manage bad debt.
*Ensure strict adherence to FCA CASS 5 Client Money Rules and group policies.
*Produce accurate Management Information (MI) to track and support ledger performance.
Experience Required
*Proven experience in an IBA (Insurance Broker Accounts) function is essential.
*Ability to interpret insurance slips, premium lifecycles (AP/RP), and claim payments.
*Strong MS Office skills; experience with Websure is highly advantageous.
*Solid understanding of CASS 5 and client money handling.
Role Type: Full-time, Fixed-Term Contract
Are you an experienced IBA professional looking for a high-impact role within a leading global brokerage?
We are seeking a technical, IBA Account Handler to manage a diverse client portfolio. This role offers the opportunity to work with top-tier industry talent in a fast-paced, energetic environment. Whether you prefer being office-based, hybrid, or fully remote, we offer a genuinely flexible approach to suit your lifestyle.
Key Responsibilities
*Take full ownership of a client portfolio, ensuring timely debt collection and liability settlement.
Investigate and match cash entries promptly to maintain accurate accounting ledgers.
*Act as the primary contact for internal divisions and external brokers to resolve complex queries and manage bad debt.
*Ensure strict adherence to FCA CASS 5 Client Money Rules and group policies.
*Produce accurate Management Information (MI) to track and support ledger performance.
Experience Required
*Proven experience in an IBA (Insurance Broker Accounts) function is essential.
*Ability to interpret insurance slips, premium lifecycles (AP/RP), and claim payments.
*Strong MS Office skills; experience with Websure is highly advantageous.
*Solid understanding of CASS 5 and client money handling.
Job number 3481125
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