Cash Technician

Jensten

. Manage client money reconciliations and investigate and resolve discrepancies .

Posted 10/7/2026full-timeRemote • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client money reconciliations and ensuring compliance with CASS 5 and FCA regulations. Capable of delivering accurate financial reporting while maintaining strong relationships with stakeholders.

Highest-signal resume keywords

Client Money Reconciliation ManagementCASS 5 ComplianceFCA Client Money RegulationsFinancial Reporting and AnalysisIBA Procedures

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Money ReconciliationFinancial ReportingIssue ResolutionAttention to DetailTime Management

Soft Skills

Strong Communication SkillsProactive ApproachSelf-MotivatedAbility to Work IndependentlyRelationship Building

Tools & Technologies

ActurisMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Insurance BrokingCASS 5FCA RegulationsClient Money AuditsAged Debt Management

About the role

Key responsibilities & impact

Manage client money reconciliations and investigate and resolve discrepancies
Keep unallocated cash to a minimum through proactive query management and issue resolution
Support credit control processes, including timely management of aged debt
Assist with Client Money audits
Maintain accurate records and documentation
Ensure compliance with CASS 5 requirements and FCA client money regulations
Work with franchise offices and internal stakeholders to provide IBA-related support and guidance
Support the Coversure Franchise office network across the UK
Build strong relationships with internal and external stakeholders

Requirements

What you’ll need

Experience managing complex client money reconciliations within an insurance broking environment
Experience working with CASS 5 and FCA Client Money regulations
Strong understanding of IBA procedures
Knowledge of Acturis and other insurance broking systems desirable
Ability to deliver accurate and timely financial reporting and analysis
Excellent attention to detail
Strong time management skills
Strong written and verbal communication skills
Good working knowledge of Microsoft Excel, Word and Outlook
Proactive and self-motivated approach
Ability to work independently and manage competing priorities in a remote environment

Benefits

Comp & perks

Competitive salary with an annual pay review and bonus scheme
27 days annual leave, including a day off for your birthday and another for a religious holiday of your choice, plus bank holidays
Auto enrolment into pension scheme with 5% employer matched contribution
Flex-benefits tailored to individual preferences
Group Life Assurance cover
3 months' fully paid Maternity, Paternity and Adoption leave
Professional qualification study support relevant to the role and career
Perks at Work discounts on cinema tickets, meals out, luxury items and more
Holiday purchase scheme allowing purchase of up to 5 additional days each year
Fully remote work, with the option to work from regional hubs across the UK
Tailored learning and development plans
Support for CII training, apprenticeships and funded study packages