Reconciliation Officer

We have a fantastic opportunity foraReconciliation Officerin ourCardiffoffice on a hybrid basis.

The Reconciliation Officer role focuses on safeguarding funds held in trust for insurer and corporate clients, with careful reconciliation of bank accounts against underlying ledgers to ensure financial information isaccurateand clearly presented. Daily work involves close collaboration with internal teams, clients, and CRM colleagues tomaintainsteady communication and dependable service.

Strong analytical skills support the verification of accounts and operating data, with discrepancies investigated and resolved promptly to protect client money and uphold financial controls. Regular interaction with other departments helpsmaintainsmooth information flow and ensures client needs are consistently met.

Audit activity includes preparing documentation, supporting the audit process, and contributing to post audit reviews. A commitment to continuous improvement is key,identifyingopportunities to refine processes and enhance financial operations.Additionalduties may beallocatedat the manager’s discretion, calling for a calm, methodical approach.

Many colleaguesbenefitfrom hybrid working, and this role includes a minimum of two days per week in theCardiffoffice. Time in the office offers bright, open spaces, good areas for collaboration and dedicated workstations, helping you stay connected with colleagues andmaintaina positive work/life balance.

This is perfect for someone who enjoys structured financial work, values accuracy, and takes pride in delivering reliable results for clients.

The skills you will have when you apply:

• Protecting Client Funds –You understand why client money must be kept safe and take that responsibility seriously.

• Accuracy and Attention to Detail –You work carefully with data, spot errors quickly, and ensure reconciliations are correct.

• Problem‑Solving and Improvement –You enjoy finding practical solutions, fixing issues, and helping to prevent them happening again.

• Accountability and Time Management –You take ownership of your work, manage deadlines well, and handle several tasks at once.

• Technical and Team Skills –You use Excel confidently, communicate well with others, and handle confidential information with care.

• Flexibility and Development –You are willing to support colleagues, take on extra tasks, and any bookkeeping or ATT qualification is a bonus.

After the closing date we will review all applications and may select some applicants for an interview (which may be virtual, or in-person).