Reconciliations Supervisor

£40k - £65k per annum


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About the role:

We are looking for a Reconciliations Analyst to join a leading insurance and financial services company. This company looks after the retirement, investment and protection needs of individuals, families and companies. They help to build better futures for our customers, our intermediaries and their employees by operating as a modern, agile and welcoming organisation. This position can be located within any of the offices including Potters Bar, London, Isle of Man and Bristol.

Key Accountabilities:
1) Manage and develop the Investment Operations Reconciliations team ensuring high quality, professional services are provided to all external and internal clients.
2) Manage the delivery of professional Investment Operations Reconciliation services in a controlled and timely manner and in compliance with internal procedures / policies and other related regulatory requirements.
3) Produce appropriate Operational performance indicators (KPI’s & KRI’s), Balanced Scorecard data and management information to drive improved performance.
4) Support effective risk management, maintaining a strong risk culture and operating in line with Canada Life’s risk strategy, preferences, policies and processes.
5) Ensure external operational relationships are appropriately managed and maintained and build collaborative working relationships with other internal areas.
6) Provide technical expertise and oversee the supervision, training and development of the reconciliations team.
7) Maintain inputs into ICOFR, RCSA and policy attestation, processes and meet both internal and external audit requirements.
8) Ensure change is managed effectively in the area including strategic, regulatory and operational change through appropriate change control processes.
Desired Knowledge / Experience / Skills
– Experience of supervising bank account and asset (OEICS, equities, insured funds) reconciliations for an investment services company ideally in compliance with CASS requirements.
– Demonstrable understanding of CASS requirements, able to train a team in these requirements and to effectively manage and monitor reconciliation activities, troubleshooting and recommending course correction where appropriate.
– Ability to equally work autonomously and in partnership with IFS teams to consistently meet operational and regulatory requirements in compliance with all group policies and controls.

– People Leadership Skills – The role will involve Managing a team of experienced professionals, so effective analytical, organizational and decision making skills are required.
* Experience in bank account and asset reconciliations in varied teams and/or complex operations
* Demonstrable experience working for a platform or insurance company in a reconciliation supervisory/manager role with CASS compliance responsibilities
* Passed all Modules of IOC Exams

  • Hybrid working
  • £40-65,000 depending on experience

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Does this role sound like the right for for you? Apply using the form and one of the Goodman Masson team members will get back to you as soon as possible. Good luck!

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