Full Time



Position Title: Finance Manager

Department: Group / Managing General Agent Finance

Location: Stalybridge

Contract: Permanent

Direct Reporting: Managing Director/ Group Finance Team


David Roberts and Partners was formed in 1977.  Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe. We have a team of over 300 dedicated colleagues, we place over £230m premium with direct access to Lloyd’s of London and other specialist international markets.

Following a sustained period of growth, where DR&P Group has acquired multiple insurance businesses in the past 24 months and is continuing to grow both organically and through future acquisitions.  The group is now embarking upon an exciting business change program focused on streamlining, transforming, and integrating multiple business processes and systems.

We are seeking to recruit a hands-on Finance Manager based in Stalybridge to join our Managing General Agent (MGA).

We are looking for a diligent individual who can work independently to deliver results as part of the finance team and alongside the underwriting team to deliver accurate information.   The successful candidate will have proven accounts experience and ideally experience within the insurance or financial services industry. This is a hands-on role and you will cover all aspects of finance.

If you are looking to advance in your existing career and you see this as an opportunity, we would like to hear from you.

Skills & Knowledge:

  • Accounting skills (CIMA/ACCA/ACA or QBE
  • Regulatory (FCA) knowledge relevant to job role.

Key Accountabilities:


  • To complete a Client Money calculation each month within the FCA guidelines.
  • Instruct the transfer of brokerage from client accounts to office accounts.
  • Review of Insurance Debtor and Creditor Reports for aged items.
  • Prepare month-end journals for payroll, accruals, and prepayments; brokerage from the Insurance system.
  • Process supplier invoices for the Office accounts using Sage line 50, and arrange supplier payments in accordance with payment instructions.
  • To complete bank reconciliations of the Office bank accounts and Client Money accounts back to broking system.
  • To assist in the preparation of the six-monthly Gabriel report for FCA.
  • To assist with the preparation the budgets on an annual basis and update forecasts and outturns as required.
  • To complete monthly Management Accounts in line with Group reporting timetable, including profit and loss account, balance sheet, and month-end schedules.

External Relationships:

  • Ensure knowledge of current HMRC regulations and guidelines.
  • Liaise with Accountants for audit purposes.
  • Managing Director; Underwriting staff.
  • Finance managers and Finance Administrators for other Group branches.


  • Provide team members with both written and verbal, clear instructions regarding the day to day running of the bank accounts and any Acturis issues.
  • Provide prompt responses when required to all stakeholders.


  • Manage own time effectively.
  • Ensure all actions agreed with Managing Director and Group Finance Team are completed within timescales.
  • Ensure all up to date legislation is implemented into the Company’s financial affairs.

Behavioural Competencies:

  • Good communication skills.
  • Forward planning.
  • Knowing the business.
  • Team player.
  • Emphasis on accuracy and quality.
  • Self-motivated.


  • Quality of work produced.
  • Feedback from Senior Management/Colleagues.
  • Ongoing adherence to own internal training plan and recording of the same.
  • Ongoing adherence to meet any professional qualification requirements in order to maintain any qualifications achieved.
  • Compliance with all regulatory requirements of role including but not limited to Conduct Rules, Treating Customers Fairly and Vulnerable Customers.


  • To contribute to the continuous improvement and modernisation of the Finance Team’s systems and controls.
  • Provide input or take responsibility for new projects – including involvement in new acquisitions/branches.
  • Take on additional roles and responsibilities as appropriate.

What you will receive:

(The following will be available as part of the role)

  • A competitive salary package in line with qualifications and experience.
  • 35 Hours per week (Monday to Friday)
  • 25 days holidays + bank holidays
  • Contributory pension, Medicash plan, death in service, and access to benefits hub.
  • An opportunity to progress your career within the business at a rate proportionate to your own personal development.
  • Support in securing professional qualifications if sought.


To apply, please email: Lynsey Brannagan, Group Finance Director, lbrannagan@drpinsurance.com