![The Marlborough Group](https://media.trabajo.org/img/noimg.jpg)
Investment Dealing Administrator
2 weeks ago
Marlborough Group is a successful investment business that manages over £10 billion for over 200,000 clients and employs some of the UK's most respected fund managers.
The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.The Group employ more than 235 people across its business lines being:
- Marlborough Limited
- The Group's investment management business
- Investment Fund Services Limited
- The groups Authorised Corporate Director (ACD) Authorised Fund Manager business
IFSL Administration
- The Group's platform business
Marlborough Group's success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors.
As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals.
That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.
Position:
Role Purpose:
To process deals in line with Company / team objectives, Service Level Agreements and scheme particulars whilst ensuring adherence to relevant internal procedures and FCA requirements.
Key Responsibilities:
- Ensure that all trades are executed correctly in line with agreed Service Level Agreements (SLAs)
- Ensure all trades are executed with a high degree of accuracy
- Ensure all issues are resolved in a timely manner
- Ensure all consumers are provided with clear information and are kept appropriately informed before, during and after execution as per TCF (Treating Customers Fairly) guidelines. Respond to queries raised by internal areas, Independent Financial Advisers and clients, efficiently and professionally. This includes both verbal and written correspondence
- Support other Operational Teams where required
- Advise the Head of Dealing & Registration of all outstanding and current issues
- Undertake additional projects as directed from time to time, by the Head of Dealing & Registration
Requirements:
Essential skills:
- Good numeric skills
- Attention to detail
- Accurate inputting skills
- Excellent written and verbal communication skills
- Ability to problem solve and deal with complex queries
- Ability to prioritise & work to strict deadlines
- PC literacy and internet skills
- Professional telephone manner
- Regulatory knowledge and development skills supporting CASS (Client Assets) in particular: CASS 7 (Client Money Rules) CASS 8 (Mandates)
Essential Qualifications:
- 5 GCSE's Grade A-C (must include Mathematics and English)
- Happy to work towards IOC (Investment Operations Certificate) qualification
Personal Qualities:
- Ability to function as part of a team
- Confident manner both written and verbally
- Ability to work under pressure
- Positive attitude A
- Ability to make a positive contribution to both the team and the Company
- Interest in financial services
Other information:
Benefits:
- Competitive salary with annual salary reviews
- 25 days annual leave plus statutory bank holidays
- 9% noncontributory pension
- Annual discretionary bonus scheme
- Private Healthcare Scheme
- Death in Service at 5 x annual salary
- 35 hour working week
- Training for IOC and other relevant qualifications
- Exam completion bonus £500 (IOC)
- Study leave
- Cycle 2 work scheme
- Eye test reimbursement
- Your birthday off
- Christmas party and paid for social events during the year
- 13 weeks fully paid maternity leave
- 2 weeks fully paid paternity leave
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