Senior Client Accounting Manager
- London
- Permanent
- Full-time
OverviewTo provide a professional client accounting service, focused on the timely provision of relevant, complete and accurate accounting information to clients, company boards of directors and client insurance staff.
To make an effective contribution to the development of the client accounting function, including the technical development of the team.
Acting as Client Service Director on a number of clients, the successful candidate will ensure exceptional levels of service are upheld by working in conjunction with the client service teams and managers, providing guidance and assisting in leadership.
How you'll make an impactClient Service Responsibilities
- Play an active role in board meetings, presenting all financial, tax, treasury, compliance, company secretarial and administrative matters.
- Responsible for all client accounting, tax, regulatory, treasury and other company administration issues and ensuring all agreed timetables and deadlines for financial, regulatory and Board reporting are me.
- Liaises (in consultation where necessary with CSD, and/or Compliance officer) with the GFSC, HMRC, Guernsey Income tax office, lawyers, banks, investment advisers/managers, auditor, other professional advisers, and where appropriate: parent group external/internal auditors, lawyer.
- Prepares management accounts and statutory financial statements, including input to and maintenance of the accounting records.
- Ensures compliance with relevant accounting standards (UK/US GAAP, IFRS, SORPs etc.)
- Prepares budgets, forecasts and any other financial reports that may be requested by the client from time to time.
- Ensures investment of client funds in accordance with Board instructions/strategy, including co-ordination of opening/closing of accounts, minimisation of currency and credit risk exposures
- Prepares and files all relevant tax returns (e.g. re Corporate tax, IPT, ETI etc.) and ensures all relevant tax compliance, liaising with parent group tax department where necessary
- Maintaining accurate business plans.
- Performs regular solvency and capital adequacy monitoring.
- Prepares and files the annual insurance return to the GFSC.
- Ensures currency of Client Due Diligence documentation and maintenance of the permanent file (including upon take-on/new client: completion of new company/cell checklists, set up of permanent and other files, accounting records etc.)
- Maintains the Minute Book and other statutory registers.
- Prepares and makes all necessary filings with the Guernsey Company Registry, issuing of notices etc. and other compliance with Company Articles.
- Management Responsibilities
- The potential to act as the primary contact for clients in strategic matters
- Responsible for high quality and timely delivery of all services required by clients, ensuring standards are upheld and clients are satisfied with the level of service.
- Attends and presents at all client board meetings
- Liaison and communication at all times with the wider teams to ensure smooth and consistent communication between the client service teams
- Competent awareness of client compliance with relevant laws and regulations
- Ability to review business plans and submissions to GFSC for new and existing clients
- Ability to review policy documents, slips, cover notes, endorsements, certificates or other contractually binding insurance or reinsurance documentation
- Reviews board packs
- Act as Director / Alternate Director on client entities as required including authorised signatory where appropriate
- Business management responsibilities:
- Adhere to Artex Policies and Procedures at all times
- Undertake all activities in a professional and ethical manner
- Attend and actively participate in internal meetings initiatives
- Complete timesheets accurately and on time
- Contribute to the overall positive working environment with impeccable conduct
- Project management
- Ability to represent Artex at industry forums and meetings
- Ability to attend Client Service Director Forums
- Bachelor’s degree and a minimum of 7 years of relevant experience.
- Strong knowledge of the insurance brokerage industry.
- Proven leadership experience in managing teams and driving business outcomes.
- Professional designations such as CPCU, CIC, or ARM.
- Demonstrated success in competitive sales environments.
- Excellent verbal and written communication skills.
- Ability to build collaborative and meaningful relationships with internal and external stakeholders.
- Strong communicator across all levels of the organization.
- Strategic thinker with a proactive approach to problem-solving and client engagement.
- Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
- Defined contribution pension scheme, which Gallagher will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more…