HFG are currently working with a leading London insurer in search of their next Syndicate Reporting Manager. The role will be responsible for performing monthly accounting close functions through applying accounting policies, and presents financial results to senior management. The role is to assist the production of regulatory reporting on a UK GAAP and Solvency II basis click apply for full job details
Dec 05, 2025
Contractor
HFG are currently working with a leading London insurer in search of their next Syndicate Reporting Manager. The role will be responsible for performing monthly accounting close functions through applying accounting policies, and presents financial results to senior management. The role is to assist the production of regulatory reporting on a UK GAAP and Solvency II basis click apply for full job details
ob Title: Assistant Manager - Bilateral Credit Permanent 40,000 Fully Office-Based Central London Wholesale Division Reporting to: Head of Bilateral Credit Overview We are seeking an Assistant Manager - Bilateral Credit to join our Wholesale Division on a permanent, fully office-based basis in Central London. This role supports the Head of Bilateral Credit and involves active engagement with the loan syndication market, credit assessment, documentation, relationship management and end-to-end handling of bilateral and syndicated loan transactions. Job Role Understanding of the loan syndication market and its players. Scouting the market and generating business leads as per target. Assessment of the risks associated with the business leads. Compilation of loan proposals and presentation to the credit committee. Completion of documentation and associated processes for the loan assets. Management of the loan assets of the syndications department. Coordination with other members in the department for smooth functioning. Job Responsibilities Maintenance of adequate level of relationship with counterparts in other banks/financial institutions to gather information on the latest trends, best practices and procedures. Continuous engagement with market players, understanding the products on offer in the market and developing competitive products for the bank. Gathering of business intelligence from the market for possible participation in syndicated loan deals. Financial/credit analysis and capturing of relevant risk parameters in the credit proposals for consideration of the credit committees. Facilitation of documentation of sanctioned loan facilities including liaising with bank solicitors till execution stage and safe custody of executed documents. Exchange on the underlying security and ensuring perfection of the same. Providing all necessary documents to the credit administration department for opening of loan accounts and timely updation of information on borrowers. Internal housekeeping, facilitation of audit and maintenance of asset quality of the assigned loan portfolio. Attending to various audit reports, compilation of compliance remarks and satisfactory closure of the reports. Transaction support of corporate finance transactions (syndicated loans, project finance and structured finance). Maintaining continuous liaison with the credit administration team regarding all operations and timely monitoring of the individual loan accounts. Compilation of various reports as per the requirement and submission of periodic returns as per the stipulated frequency. Visiting clients/banks/financial institutions at the pre-sanction stage wherever necessary and arranging periodic meetings for maintenance of existing accounts and securing new business. Preparing minutes of the visits and periodic presentation to the appropriate authority for necessary assessment. To act as the prime relationship point for clients and various counterparties for problem solving and dissemination of information to various stakeholders. Identification of stress in the existing loan assets and suggestion/preparation of roadmap for possible resolution. Restructuring/rescheduling/write-off of accounts as per need in agreement with the bank's policy. Maintenance of proper diary for periodic review/renewal of accounts as per the extant policy guidelines of the bank. In the absence of other personnel, to handle all routine matters in the department for its smooth functioning. Attending to any other duties to be assigned by the head, relationship teams or as may be necessary from time to time. Competency Requirements Clear understanding of the loan syndication market and associated terminology. Sound knowledge of financial and balance sheet analysis. Excellent communication skills, with frequent interaction with customers and other banks/financial institutions. Adequate expertise in MS Word, Excel and Access. Efficiency in terms of accuracy and turnaround time. Superior skill in problem solving and management of work-related stress. Key Interactions / Networks Banks Corporates Liaison with various industry forums Regulatory authorities Financial offices Other verticals within the bank Person Specification Should be of pleasing temperament, calm, composed and firm but courteous. Should be willing to accept lateral placement in any other department/branch in the bank.
Dec 04, 2025
Full time
ob Title: Assistant Manager - Bilateral Credit Permanent 40,000 Fully Office-Based Central London Wholesale Division Reporting to: Head of Bilateral Credit Overview We are seeking an Assistant Manager - Bilateral Credit to join our Wholesale Division on a permanent, fully office-based basis in Central London. This role supports the Head of Bilateral Credit and involves active engagement with the loan syndication market, credit assessment, documentation, relationship management and end-to-end handling of bilateral and syndicated loan transactions. Job Role Understanding of the loan syndication market and its players. Scouting the market and generating business leads as per target. Assessment of the risks associated with the business leads. Compilation of loan proposals and presentation to the credit committee. Completion of documentation and associated processes for the loan assets. Management of the loan assets of the syndications department. Coordination with other members in the department for smooth functioning. Job Responsibilities Maintenance of adequate level of relationship with counterparts in other banks/financial institutions to gather information on the latest trends, best practices and procedures. Continuous engagement with market players, understanding the products on offer in the market and developing competitive products for the bank. Gathering of business intelligence from the market for possible participation in syndicated loan deals. Financial/credit analysis and capturing of relevant risk parameters in the credit proposals for consideration of the credit committees. Facilitation of documentation of sanctioned loan facilities including liaising with bank solicitors till execution stage and safe custody of executed documents. Exchange on the underlying security and ensuring perfection of the same. Providing all necessary documents to the credit administration department for opening of loan accounts and timely updation of information on borrowers. Internal housekeeping, facilitation of audit and maintenance of asset quality of the assigned loan portfolio. Attending to various audit reports, compilation of compliance remarks and satisfactory closure of the reports. Transaction support of corporate finance transactions (syndicated loans, project finance and structured finance). Maintaining continuous liaison with the credit administration team regarding all operations and timely monitoring of the individual loan accounts. Compilation of various reports as per the requirement and submission of periodic returns as per the stipulated frequency. Visiting clients/banks/financial institutions at the pre-sanction stage wherever necessary and arranging periodic meetings for maintenance of existing accounts and securing new business. Preparing minutes of the visits and periodic presentation to the appropriate authority for necessary assessment. To act as the prime relationship point for clients and various counterparties for problem solving and dissemination of information to various stakeholders. Identification of stress in the existing loan assets and suggestion/preparation of roadmap for possible resolution. Restructuring/rescheduling/write-off of accounts as per need in agreement with the bank's policy. Maintenance of proper diary for periodic review/renewal of accounts as per the extant policy guidelines of the bank. In the absence of other personnel, to handle all routine matters in the department for its smooth functioning. Attending to any other duties to be assigned by the head, relationship teams or as may be necessary from time to time. Competency Requirements Clear understanding of the loan syndication market and associated terminology. Sound knowledge of financial and balance sheet analysis. Excellent communication skills, with frequent interaction with customers and other banks/financial institutions. Adequate expertise in MS Word, Excel and Access. Efficiency in terms of accuracy and turnaround time. Superior skill in problem solving and management of work-related stress. Key Interactions / Networks Banks Corporates Liaison with various industry forums Regulatory authorities Financial offices Other verticals within the bank Person Specification Should be of pleasing temperament, calm, composed and firm but courteous. Should be willing to accept lateral placement in any other department/branch in the bank.
A very successful Lloyd's insurer is seeking a Reporting Manager to join its high-performing Finance team. This is a key role responsible for the timely and accurate close of the accounting ledgers, preparation and submission of regulatory returns, and delivery of high-quality financial reporting to senior stakeholders. Working closely with the Syndicate Financial Controller, you'll oversee the quarterly and annual close process, lead a small team of qualified accountants, and play a pivotal role in ensuring robust financial control and compliance within a dynamic, growing business. Key Responsibilities Lead the quarterly close process, ensuring ledgers are accurate and compliant with UK GAAP. Review balance sheet and P&L reconciliations, ensuring quality and completeness. Manage the quarter-end close timetable and coordinate deliverables across finance. Prepare and review Lloyd's regulatory returns, interim and annual statutory accounts. Produce financial analysis and performance insights for group and investor reporting. Oversee cash flow forecasting and currency matching to meet Syndicate funding needs. Enhance existing accounting controls, reporting processes, and systems. Liaise with external and internal auditors to ensure timely completion of audits and submissions. Manage, mentor, and develop a small finance team Contribute to Board, Audit Committee, and investment reporting as required. Keep abreast of changes in UK GAAP, Solvency, and Lloyd's reporting regimes. Skills & Experience Qualified accountant (ACA or ACCA) or equivalent experience. 7+ years' experience within the insurance or Lloyd's market with a strong technical accounting background. Proven experience completing Lloyd's /Insurance regulatory returns and preparing UK GAAP financial statements. Strong technical knowledge of GAAP and Solvency reporting requirements. Excellent Excel and analytical skills, with strong attention to detail. Confident communicator and effective relationship builder across all business levels. Proactive, organised, and comfortable working in a fast-paced, results-driven environment. Why Apply? This is a standout opportunity for an ambitious finance professional looking to step up into a leadership role within the Lloyd's market. You'll gain broad exposure across syndicate operations, regulatory reporting, and strategic finance, while helping to shape the ongoing success of a forward-thinking insurance group.
Dec 04, 2025
Full time
A very successful Lloyd's insurer is seeking a Reporting Manager to join its high-performing Finance team. This is a key role responsible for the timely and accurate close of the accounting ledgers, preparation and submission of regulatory returns, and delivery of high-quality financial reporting to senior stakeholders. Working closely with the Syndicate Financial Controller, you'll oversee the quarterly and annual close process, lead a small team of qualified accountants, and play a pivotal role in ensuring robust financial control and compliance within a dynamic, growing business. Key Responsibilities Lead the quarterly close process, ensuring ledgers are accurate and compliant with UK GAAP. Review balance sheet and P&L reconciliations, ensuring quality and completeness. Manage the quarter-end close timetable and coordinate deliverables across finance. Prepare and review Lloyd's regulatory returns, interim and annual statutory accounts. Produce financial analysis and performance insights for group and investor reporting. Oversee cash flow forecasting and currency matching to meet Syndicate funding needs. Enhance existing accounting controls, reporting processes, and systems. Liaise with external and internal auditors to ensure timely completion of audits and submissions. Manage, mentor, and develop a small finance team Contribute to Board, Audit Committee, and investment reporting as required. Keep abreast of changes in UK GAAP, Solvency, and Lloyd's reporting regimes. Skills & Experience Qualified accountant (ACA or ACCA) or equivalent experience. 7+ years' experience within the insurance or Lloyd's market with a strong technical accounting background. Proven experience completing Lloyd's /Insurance regulatory returns and preparing UK GAAP financial statements. Strong technical knowledge of GAAP and Solvency reporting requirements. Excellent Excel and analytical skills, with strong attention to detail. Confident communicator and effective relationship builder across all business levels. Proactive, organised, and comfortable working in a fast-paced, results-driven environment. Why Apply? This is a standout opportunity for an ambitious finance professional looking to step up into a leadership role within the Lloyd's market. You'll gain broad exposure across syndicate operations, regulatory reporting, and strategic finance, while helping to shape the ongoing success of a forward-thinking insurance group.
Syndicate Accountant - Insurance - City of London Your new company You will be joining a close-knit finance team of 20 in an established Lloyds management broker based in the City of London. They are highly respected and this will be an opportunity to take on a new challenge in a warm and friendly team. Reporting directly to the Syndicate Finance Manager, you will be working in a busy environment, dealing with varied tasks throughout the day. Your new role Prepare syndicate management accounts Cash Matching & Allocation Preparing statements for Underwriters, Clients & Third Party accounts Assist in filling of all Lloyds regulatory returns for Lloyds syndicates Preparing payment runs for client and underwriters & submitting to Directors for approval Running credit control reports Dealing with bank, clients & brokers' queries in a timely and professional manner Contribute to the development of systems for syndicate reporting What you'll need to succeed Familiarity and experience of Lloyds reporting requirements e.g. QMA/B returns, US/Can Reporting and Solvency II returns The ability to manage time, prioritise and ensure that deadlines are met without compromising quality. Strong written and verbal communication skillsSounds knowledge of Excel, Vision and SUN accounts What you'll get in return In return, you will receive an annual salary of up to £55,000 + Benefits which will be regularly reviewed to remain in line with the market rate. You will receive an annual bonus, and a generous pension contribution. You will be part of a close-knit and supportive team who will be there to assist with your onboarding process, and continued learning and development within the business. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 24, 2025
Full time
Syndicate Accountant - Insurance - City of London Your new company You will be joining a close-knit finance team of 20 in an established Lloyds management broker based in the City of London. They are highly respected and this will be an opportunity to take on a new challenge in a warm and friendly team. Reporting directly to the Syndicate Finance Manager, you will be working in a busy environment, dealing with varied tasks throughout the day. Your new role Prepare syndicate management accounts Cash Matching & Allocation Preparing statements for Underwriters, Clients & Third Party accounts Assist in filling of all Lloyds regulatory returns for Lloyds syndicates Preparing payment runs for client and underwriters & submitting to Directors for approval Running credit control reports Dealing with bank, clients & brokers' queries in a timely and professional manner Contribute to the development of systems for syndicate reporting What you'll need to succeed Familiarity and experience of Lloyds reporting requirements e.g. QMA/B returns, US/Can Reporting and Solvency II returns The ability to manage time, prioritise and ensure that deadlines are met without compromising quality. Strong written and verbal communication skillsSounds knowledge of Excel, Vision and SUN accounts What you'll get in return In return, you will receive an annual salary of up to £55,000 + Benefits which will be regularly reviewed to remain in line with the market rate. You will receive an annual bonus, and a generous pension contribution. You will be part of a close-knit and supportive team who will be there to assist with your onboarding process, and continued learning and development within the business. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
