Client Cash Approver

2 weeks ago


Leeds, Leeds, United Kingdom Interactive Investor Full time

WHO WE ARE:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We've been helping investors for over 25 years. We've seen market highs and lows and been resilient throughout.

We're now the UK's number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs.


We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.


WHAT WE STAND FOR:


It's simplewe want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive.

Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver.

We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves and interactive investor.


PURPOSE OF ROLE:


The role is responsible for performing key task validation, authorisation and quality assurance, as well as the administration and oversight of key controls.


KEY ACCOUNTABILITIES:

  • To perform live task validation and authorisation for payments in and out, as well as retrospective quality assurance.
  • To administer and maintain oversight of key departmental controls.
  • To perform task processing within the department when called upon, including fee processing and FX.
  • To ensure that procedures are up to date and provide technical coaching in regards to revised procedures, systems enhancements or regulatory changes impacting the department.
  • To perform departmental testing when called upon.
  • To identify opportunities for process improvements within the department which could increase process efficiency and enhance client experience.
  • Treat clients fairly at all times.
  • Maintain the first line of compliance defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance.
  • Maintain the first line of defence by operating risk controls assigned to the individual.
  • Use the training and competence scheme to maintain the appropriate knowledge, skills and expertise to carry out the role competently.
  • Ensure risks and issues are identified and escalated appropriately to ensure corrective preventative actions are implemented and are sustainable and address the root cause.

Requirements:

SKILLS & EXPERIENCE REQUIRED:

  • Detailed knowledge of departmental processes and purpose both from a ii perspective and from an industry perspective
  • Detailed understanding of internal systems utilised within the department and how they impact the client journey
  • Ability to use initiative to creatively resolve issues and find solutions
  • Ability to influence stakeholders and negotiate where necessary
  • Strong communication skills
  • Coaching and mentoring skills
  • Prioritising and managing own workload in accordance with assigned priorities
  • Ability to adapt to a changing environment
  • Capability to think clearly and creatively in delivering operational change in line with a defined strategy/vision
  • MS Office Skills
  • Knowledge of the business objectives products and processes
  • Know the Financial Services Sector specifically Wealth Management
  • Know the regulatory environment and associated risks that require managing
  • Understand the principles of Treating Customers Fairly
  • Understand the principles of Training and Competence
  • Understand the key drivers of Client Loyalty within a retail environment


  • Leeds, Leeds, United Kingdom Mazars Full time

    Job Purpose To support the Assistant Cash Manager deliver a firstclass service in handling all client payments received into the business, ensuring they are processed quickly and accurately on first touch. Working with others in the Cash Management team to ensure priority work is handled accurately and timely on a daytoday basis. Help deliver specific...


  • Leeds, Leeds, United Kingdom Sewell Wallis Full time

    Job description: Sewell Wallis is currently recruiting for a Cash Management Associate to join a brilliant professional services company based in Leeds City Centre. This is an excellent time to join a well-established, forward-thinking business where you will join a friendly and dynamic company that reward and recognise their team members and in return you...

  • Pre Approvals Officer

    2 weeks ago


    Leeds, Leeds, United Kingdom The Openwork Partnership Full time

    The opportunity As a Business Assurance / Compliance Officer, you will be instrumental in maintaining our high standards of service. This key role requires a dedicated and knowledgeable professional with Diploma status (working towards) in financial services. You'll be responsible for quality assurance and pre-approvals of high-risk business across a wide...


  • Leeds, Leeds, United Kingdom Maples Group - Legal Services Full time

    OVERVIEWThe Maples Group is a standard bearer in financial and legal services, trusted by many of the world's largest hedge fund managers, private equity firms and international corporations.Our distinction flows from our carefully curated team: 2,500+ professionals characterised by tenacity, ethics and exacting excellence. Operating in key financial centres...


  • Leeds, Leeds, United Kingdom Vintage Cash Cow Full time

    About the team:About the role:The main responsibility of this role involves sorting large volumes of precious metals in a meticulous manner and breaking down various types of gold. This includes distinguishing between different gold carats, solid gold and non-solid gold. The latter category includes items with gemstones, cameos, or non-gold components that...

  • Client Advisor

    4 weeks ago


    Leeds, Leeds, United Kingdom Marsh Full time

    We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.We have a fantastic opportunity for a CommercialAccount Handler to join our Commercial team located in our Leeds office.This is the perfect role for someone with a strong...

  • Client Advisor

    1 month ago


    Leeds, Leeds, United Kingdom Marsh Full time

    We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.We have a fantastic opportunity for a CommercialAccount Handler to join our Commercial team located in our Leeds office.This is the perfect role for someone with a strong...

  • Client Executive

    2 weeks ago


    Leeds, Leeds, United Kingdom SMG Full time

    About usSMG is an award-winning network of specialist commerce agencies - Threefold, Capture and our tech led agency, Plan-Apps. At SMG, our people are at the heart of everything we do and we are proud to provide opportunities for career growth, recognising and rewarding great work, and doing this within an inclusive, highly flexible, and innovative...


  • Leeds, Leeds, United Kingdom Savills Graduates Full time

    Job titleClient Accounts ApprenticeJob LocationLeedsCurrent Team InformationThe Team consists of over 30 employees split across five teams based in Manchester and Leeds, with 2 Directors and 5 team leaders. The team is responsible for the day to day client accounting and have a combined wealth of knowledge.About this roleThe Client Accounts Assistant is to...

  • Senior Surveyor

    2 weeks ago


    Leeds, Leeds, United Kingdom CBRE Full time

    Job Description This position is based in Leeds, UK and is full time & permanent. CBRE are looking for an exceptional Senior Surveyor with strong property management experience to join the North Property Management Team. Based in Leeds you will be the lead surveyor responsible managing a portfolio of assets across various clients, both local and national,...

  • Sales Ledger Clerk

    2 weeks ago


    Leeds, Leeds, United Kingdom Sewell Wallis Ltd Full time

    One of our clients based in Leeds City Centre are looking for an experienced sales ledger clerk to join their team ASAP to assist them during a busy period of growth. This role is a 12 Month FTC on a full time basis covering a maternity cover. To be considered, you must have from 3 years experience (and upwards) in sales ledger and be eager and willing to...

  • Client Delivery Lead

    2 weeks ago


    Leeds, Leeds, United Kingdom Succession Wealth Full time

    Administrator - Wealth ManagementExcellent benefits package (see below for full details) Hybrid working - partly from our Leeds office blended with home working We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 800...


  • Leeds, Leeds, United Kingdom Xiros Full time £45,000

    Exciting Opportunity for Clinical Project Manager Organise and monitor clinical investigations, delegating to CROs and CTUs as required. Co-ordinate studies with host centres and surgeons, ensuring timely and quality deliverables. Co-ordinate CRA activities for clinical investigations in line with regulations and GCP. Estimate forecasted expenditure for...

  • Sales Admin

    2 weeks ago


    Leeds, Leeds, United Kingdom Juice Personnel Full time

    part time sales administrator- Key role information Date added: Hours: Monday to Friday 930 am 230 pm Wage: £ £12.00 p/h Sector: Commercial Location: LeedsA newly created opportunity due to growth has arrived and we're actively looking for strong sales administrators:part time sales admin:This is an ideal role for anyone who has worked within a busy, fast...

  • Financial Controller

    2 weeks ago


    Leeds, Leeds, United Kingdom Barclay Meade Full time

    Our client, a leading company in the Mobility sector, is seeking a talented Financial Controller to join their team. As the Financial Controller, you will be responsible for overseeing the day-to-day financial management of the organisation, ensuring the timely preparation of financial information, providing advice and leadership to the business, and...

  • Office Administrator

    2 weeks ago


    Leeds, Leeds, United Kingdom Sewell Wallis Full time

    I have a brand new vacancy for a great business we work with closely. They are currently recruiting for an experienced administrator to join their team based in Leeds City Centre.This is a very diverse role where the main focus is providing an internal support service to the business who require day to day support on operational tasks.This fast paced,...


  • Leeds, Leeds, United Kingdom Leeds Teaching Hospitals Full time

    To provide administrative and clerical support to the Medicines Management & Pharmacy Services Department. The post holder will be responsible for the provision of a full and effective administrative and clerical support service to the Medicines Management & Pharmacy Services Department. He/she will also be responsible for inputting data onto the...


  • Leeds, Leeds, United Kingdom Aimée Willow Connex Full time

    The Role The Business Development Executive is responsible for providing proactive support to the Business Development Directors and delivering excellent service to our introducersand prospects. Working alongside the Operations Team, you will provide a seamless onboarding service, whilst building and maintaining relationships with internal and external...


  • Leeds, Leeds, United Kingdom Xiros Full time

    Do you have experience of organising and managing clinical investigations? Have you at least 3 years' experience of liaising with Clinical Research Organisations and Clinical Trials Units?Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.We have an exciting opportunity for an experienced...


  • Leeds, Leeds, United Kingdom Xiros Full time

    Job DescriptionDo you have experience of organising and managing clinical investigations? Have you at least 3 years' experience of liaising with Clinical Research Organisations and Clinical Trials Units?We have an exciting opportunity for an experienced Clinical Project Manager to assist us in setting up and overseeing clinical trials for our range of...