IBA Technician

Description

My client is seeking an IBA Technician to join their growing finance team. This role is perfect for someone with some experience in insurance finance or accounting, looking to develop their skills in an established but supportive environment. You will assist in managing the financial transactions between insurers and clients, ensuring accurate and timely processing of payments and reconciliations.

Key Responsibilities:

Processing client and insurer transactions, including receipts and payments

Performing bank reconciliations and ledger maintenance

Investigating and resolving any account discrepancies

Assisting with credit control and ensuring timely collections

Liaising with brokers, insurers, and internal teams to maintain accurate records

Supporting month-end reporting and financial controls

Ensuring compliance with FCA and company financial regulations

Essential:

Experience in an IBA, accounts, or finance role within an insurance or brokerage setting (1-2 years ideal, but open to strong admin/finance backgrounds)

Knowledge of insurance finance processes (e.g., client money handling) beneficial

Strong attention to detail and ability to work in a fast-paced environment

Confident communicator with excellent numerical skills

Proficiency in Microsoft Excel and other financial tools

Ad ID: 5416927019