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Banking & Purchase Ledger Team Leader

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Morgan McKinley (South West)
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Manager, Financial Compliance, Risk Manager/Analyst
  • Management
    Financial Manager, Risk Manager/Analyst
Job Description & How to Apply Below
Banking & Purchase Ledger Team Leader

Location:

Central Bristol

Contract:

Permanent | Full Time
Hybrid / Flexible working available

The Opportunity

We have an exciting opportunity for a Banking & Purchase Ledger Team Leader to join one of the UK's leading legal expenses insurer in a key leadership role, responsible for overseeing the Banking & Purchase Ledger (BP&L) function, ensuring accurate, timely and compliant processing across group.

The role plays a critical part in managing liquidity, supporting financial reporting and maintaining robust financial controls, working closely with the Financial Accounting & Control team, auditors and wider stakeholders across the business.

The Role

As Banking & Purchase Ledger Team Leader, you will be responsible for the day-to-day leadership and performance of the BP&L team, ensuring all payments in and out are accurately recorded, reconciled and reported in line with company policies and regulatory requirements.

Key responsibilities include:

Leading and developing the Banking & Purchase Ledger team, providing coaching, guidance and performance management
Ensuring accurate and timely processing of all bank transactions and purchase ledger activity
Oversight of bank reconciliations, ensuring issues are identified, investigated and resolved promptly
Managing liquidity and supporting cash management activities
Acting as a key point of contact for internal and external stakeholders, including auditors
Supporting strong governance, compliance and internal controls across Finance Operations
Collaborating closely with the Financial Accounting & Control team and other departments
Identifying and implementing process improvements to enhance efficiency and control

What are we looking for?

This role would suit someone with strong leadership and communication skills, who is proactive, organised and comfortable working in a regulated financial environment.

Experience in a cash management, treasury, banking or financial payments environment
Previous experience leading or supervising a team, including resource planning, KPI management, coaching and performance improvement
A strong understanding of regulatory frameworks (FCA, PRA and SRA knowledge highly desirable)
Excellent organisational and time-management skills
Strong IT skills, particularly across Microsoft Office applications
A high level of attention to detail, with a continuous improvement mindset

Experience with in insurance or financial services is advantageous but not essential.

What's on offer?

26 days' annual leave, with the option to buy up to 5 additional days
Company pension scheme, with the option to increase contributions
Group Income Protection
Group Legal Protection
European Motor Assistance and Home Emergency Assistance
Salary sacrifice benefits, including Cycle to Work scheme
Comprehensive wellbeing programme, including an Employee Health Cash Plan
Employee discounts hub, offering savings across thousands of retailers and discounted gym memberships at over 3,000 UK gyms
Access to the Sports & Social Club, with discounted events and activities
Flexible working

If this sounds like the role for you, please apply and we will be in touch to discuss your application further
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