Client Cash Approver
2 weeks ago
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.
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
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