IBA Team Leader

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Overseeing the daily operations of the team to ensure the efficient delivery of a high-quality IBA function.

• Leading and nurturing a team of IBA Technicians, assisting them in achieving both individual and collective goals.

• Maintaining and improving procedures along with training materials.

• Managing reconciliations of insurer statements, processing payments, and resolving any discrepancies.

• Ensuring that credit control deadlines are met while proactively managing aged debt.

• Handling bordereau payments and declarations.

• Managing reconciliations for client payments and refunds.

• Supporting Client Money audits.

• Reviewing and managing IBA logs.

• Preparing and reviewing Client Money Calculations.

• Assisting in the implementation of new systems and best practice processes.

• Ensuring compliance with CASS regulations at all times and adhering to FCA client money rules.

⛳️ Requirements

• Extensive experience in reconciling insurer accounts within an IBA function.

• In-depth knowledge of CASS 5 and client money regulations.

• Background in mentoring, training, performance management, and conducting one-on-ones and appraisals.

• High integrity when collaborating with stakeholders.

• Capability to deliver precise and timely financial reports.

• Strong attention to detail along with excellent time management abilities.

• Proficient verbal and written communication skills.

• A proactive and self-motivated approach with the ability to work remotely, manage competing priorities, and meet deadlines.

• Experience with Acturis in an IBA function is a plus, but not essential.

🏝️ Benefits

• Competitive salary with an annual pay review and bonus scheme.

• 27 days of annual leave (including your birthday off and an additional day for a religious holiday of your choice), plus bank holidays.

• Pension scheme with 5% employer-matched contributions.

• Flexible benefits package tailored to your needs.

• Group Life Assurance cover.

• Fully paid 3 months’ maternity, paternity, and adoption leave.

• Support for professional qualifications and study relevant to your role.

• Access to “Perks at Work” – discounts on cinema tickets, dining, retail, and more.

• Holiday purchase scheme – the option to buy up to 5 additional days per year.