Apprentice Client Money Handler

Brown & Brown UK

Milton Keynes (MK9 2EA)

Closes in 11 days (Monday 1 June 2026 at 11:59pm)

Posted on 20 May 2026

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Summary

Activities relating to the reconciliation and control of the Client trust accounts, payment of insurer accounts, and refunds to both commercial customers and consumers. Ensure excellent attention to detail in all tasks and objectives set by the line manager. 

Wage

£20,818.98 a year

Minimum wage rates (opens in new tab)

Training course
Accounts or finance assistant (level 2)
Hours
Monday to Friday 9am to 5pm

35 hours a week

Start date

Monday 8 June 2026

Duration

3 years 2 months

Positions available

4

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

  • Provide accounting & administration support within our client accounting team
  • To ensure accuracy, efficiency and professionalism when dealing with internal and external providers, including both colleagues and insurers
  • Liaise and build relationships with both internal and external stakeholders through regular communication via email, Teams, and telephone
  • Run system month ends and ad hoc system reports
  • Ensure system tasks are completed in a timely and efficient manner
  • Production of income payments to partner brokers per the allocated schedule
  • Reconciling, posting, and settling of insurer/introducer accounts.
  • Pay accounts periodically, in line with credit terms and in compliance with FCA Regulation. Discrepancies or aged creditors investigated and queried when identified
  • Organise payments to insurer/introducer online by BACS.
  • Cash accounting work - Posting of client receipts via card, cheque, and BACS payment
  • Raise queries and maintain logs for unallocated cash receipts
  • Monitor client receipts, including cheque logs, to confirm the timeliness of banking
  • Issue premium refunds to clients in line with internal processes and FCA regulations
  • Liaise with branch account handlers to ensure up to date records are kept

Where you'll work

3rd Floor Exchange House 450 Midsummer Boulevard
Milton Keynes
MK9 2EA

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

FIRST INTUITION CAMBRIDGE LIMITED

Training course

Accounts or finance assistant (level 2)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.
  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.

Training schedule

The applicant will train under First Intuition East & North Ltd for their Level 2 Accounts/Finance Assistant qualification. They will be expected to attend regular in-centre tuition courses throughout a 12 - 14-month period, which will help develop their knowledge, skills and behaviours in accountancy-related practices. First Intuition East & North Ltd has Cambridge, Norwich, Ipswich and Milton Keynes centres. 

Requirements

Desirable qualifications

GCSE in:

  • English (grade 4/5 (C))
  • Maths (grade 4/5 (C))

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Problem solving skills
  • Team working
  • Initiative
  • Outlook, Word and Excel

About this employer

Founded as a family business in 1939, Brown & Brown is a leading global insurance intermediary, employing over 23,000 teammates worldwide and generating over $4.8BN in revenue. Following the acquisition of Global Risk Partners (GRP) in July 2022, we are now one of the largest insurance intermediaries in the UK and Ireland, working with almost half a million personal and commercial customers across a spectrum of industries, sectors and specialist insurance and risk management needs.

https://bbrown.com/uk/ (opens in new tab)

After this apprenticeship

  • IBA career (senior, exec etc.)
  • Global business
  • Management opportunities
  • Gateway to general insurance role
  • Gateway to central service teams

Ask a question

The contact for this apprenticeship is:

FIRST INTUITION CAMBRIDGE LIMITED

amelia.wilson@hedronnetwork.co.uk

The reference code for this apprenticeship is VAC2000032236.

Apply now

Closes in 11 days (Monday 1 June 2026 at 11:59pm)