IBA Manager
Job Description
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 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
You’ll join a collaborative, tight-knit finance environment where your expertise will have genuine impact. The business offers strong exposure to senior stakeholders, opportunities to modernise processes, and ongoing professional development including CPD support. You will play a key role in shaping the finance and client money function as the company continues to grow.
What you need to do now
If you’re an experienced IBA professional looking for a step up or a challenging role with real ownership, please get in touch. I’d be happy to share further details and discuss the next steps. # 4783015
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