IBA Manager

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 roleIn 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 other regulatory returns
• Maintaining strong financial controls and audit-ready processes
• Line-managing and developing the Accounts Assistant and wider finance team
• Collaborating with compliance and senior business units
• Identifying and implementing process improvements
• Preparing ad-hoc financial reporting for senior management

• Strong IBA / client money experience within the insurance sector
• In-depth knowledge of FCA CASS rules and client money processes
• Confident working across multi-currency client money accounts
• Proven ability to investigate and resolve reconciliation discrepancies
• Strong financial controls mindset with audit-ready standards
• Ability to lead, support and develop finance team members
• Proactive approach to improving processes and ensuring compliance