Reconciliation Officer

Salary/Rate:Up to £28,000
Job type:Permanent
Role based:Hybrid
Town/City:Cardiff
County:Cardiff
Salary Range:20-40k
Discipline:Accountancy & Finance
Job ref:853
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Meet Our Recruiter

About the Role

Inc Consulting are proud to be supporting our longstanding client, a growing global insurance business, as they continue to expand their Cardiff finance function. This is a brand‑new role created as part of their ongoing growth, offering the chance to join a forward‑thinking, collaborative team. If you have bank reconciliation experience and want a role where you’re trusted, supported, and able to work flexibly, this could be the perfect next move.
Job Description
  • Completing accurate bank reconciliations across multiple client accounts, ensuring financial information is correct and compliant.
  • Investigating discrepancies, identifying the root cause, and working with internal teams to resolve queries.
  • Collaborating closely with operations, finance, and client teams to keep communication smooth and service consistent.
  • Preparing documentation for audits and supporting audit activity throughout the year.
  • Contributing to process improvements within the finance function.
  • Managing your own workload, planning your month around busy reconciliation periods.

 

Person Specification
  • Bank reconciliation experience — essential for this role.
  • Confident with Excel: VLOOKUPs, SUMIFS, formulas, pivot tables, and general data comparison.
  • Highly organised, able to manage your own workload and stay on top of deadlines.
  • A genuine team player who enjoys working autonomously but contributes to a supportive, friendly culture.
  • Strong analytical mindset with great attention to detail.
  • Clear communicator who can build effective internal relationships.

 

What’s on Offer
You’ll receive a £28,000 salary, and a comprehensive benefits package that includes a Self‑Invested Personal Pension Scheme (SIPP), 25 days’ holiday plus bank holidays, private healthcare, life assurance, an employee assistance programme, Group Income Protection and other voluntary benefits.
You will also have access to excellent training and development opportunities, along with a supportive team culture, super‑flexible working, regular quarterly socials.
This is a fantastic opportunity to join a Global business, going through an exciting period of growth. 
We are committed to providing a fair and inclusive recruitment process. If you require any reasonable adjustments during the recruitment process, please inform your consultant. Please note, while we are unable to respond to all unsuccessful applications, we are happy to keep your details on our CRM system and consider you for future opportunities. If you wish to have your details removed at any time, please contact hello@incconsulting.co.uk with your request.

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