Authorisations Caseworker
2 weeks ago
I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team.
The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate impact.
As a Manager, I believe in having a good and honest relationship with every member of my team and I'm committed to being supportive, emphatic, and fair. Commitment to ensuring the team succeeds with all tasks and duties is essential, but you will have full support from colleagues and management.
This will be a one-stage interview process, with myself and a colleague.
-Authorisations Manager
About the Role
Level: 2
Department : Operations -Quilter Financial Planning
Location : Southampton - Hybrid working
Contract type : Permanent
Our Authorisations Case Workers form a key part in the overall onboarding experience of new Advisers and Firms, so it is vital that new applicants receive a positive, professional service.
You will complete the vetting of new applications, using all relevant information to assess if the application should proceed to appointment with Quilter or not.
You will be undertaking all aspects of due diligence checks, such as reviewing references, criminal records, financial records and anything held in the public domain.
As well as applying to and liaising with the FCA, for regulatory authorisation, ensuring that robust evidence of due diligence activity is provided.
Authorisations Caseworkers make decisions based on Business Standards, which set out Quilter appetite and associated procedures.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
The ideal candidate will have strong experience working within a Financial Services and Regulatory background.
You will have the ability to co-ordinate your day-to-day workload and applications, and can work under pressure remaining focused and calm.
You will also be a team player who looks to support others and take a positive approach as you will be the first point of contact for those joining Quilter Financial Planning and will have frequent contact with various stakeholders.
Having a solid understanding of Microsoft Excel and Word would be beneficial.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
#LI-FD1
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
-
Authorisations Caseworker
2 weeks ago
Southampton, Hampshire, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
-
Authorisations Caseworker
3 weeks ago
Southampton, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
-
Authorisations Caseworker
2 weeks ago
Southampton, Hampshire, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
-
Authorisations Caseworker
2 weeks ago
Southampton, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
-
Authorisations Caseworker
7 days ago
Southampton, United Kingdom Quilter Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented individual to join our Membership Authorisations team as an Authorisations Caseworker. This is a key role in our organisation, responsible for ensuring the smooth onboarding of new advisers and firms.Key Responsibilities:Complete vetting of new applications, assessing relevant information to...
-
Authorisations Caseworker
5 days ago
Southampton, United Kingdom Quilter Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented individual to join our Membership Authorisations team as an Authorisations Caseworker. This is a key role in our organisation, responsible for ensuring the smooth onboarding of new advisers and firms.Key Responsibilities:Complete vetting of new applications, assessing relevant information to...
-
Authorisations Caseworker
4 days ago
Southampton, Southampton, United Kingdom Quilter Full timeAbout the RoleJob Summary: We are seeking a highly skilled Authorisations Caseworker to join our team at Quilter Financial Planning. As a key member of our Membership Authorisations team, you will play a vital role in supporting the growth of our Restricted Financial Planners.Key Responsibilities:Complete the vetting of new applications, using all relevant...
-
Authorisations Caseworker
3 days ago
Southampton, Southampton, United Kingdom Quilter Full timeAbout the RoleJob Summary: We are seeking a highly skilled Authorisations Caseworker to join our team at Quilter Financial Planning. As a key member of our Membership Authorisations team, you will play a vital role in supporting the growth of our Restricted Financial Planners.Key Responsibilities:Complete the vetting of new applications, using all relevant...
-
Membership Authorisations Team Member
7 days ago
Southampton, United Kingdom Quilter Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Authorisations Caseworker to join our Membership Authorisations team at Quilter Financial Planning. As a key member of our team, you will play a vital role in supporting the growth of Restricted Financial Planners.Key Responsibilities:Complete the vetting of new applications, using all...
-
Membership Authorisations Team Member
5 days ago
Southampton, United Kingdom Quilter Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Authorisations Caseworker to join our Membership Authorisations team at Quilter Financial Planning. As a key member of our team, you will play a vital role in supporting the growth of Restricted Financial Planners.Key Responsibilities:Complete the vetting of new applications, using all...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom HM Prison & Probation Service Full time**Details**: **Reference number**: - 307390**Salary**: - £37,909 - £42,251**Job grade**: - Other- NPS Pay Band 5 National**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 3Contents Location About the job **Benefits**: Things...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom HM Prison & Probation Service Full time**Details**: **Reference number**: - 295600**Salary**: - £37,909 - £42,251**Job grade**: - Other- NPS Pay Band 5 National**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 2Contents Location About the job **Benefits**: Things...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom HM Prison & Probation Service Full time**Details**: **Reference number**: - 302466**Salary**: - £37,909 - £42,251**Job grade**: - Other- NPS Pay Band 5 National**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 3Contents Location About the job **Benefits**: Things...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom Ministry of Justice Full time**Senior Probation Officer - Southampton (South Central) - 78047** **£37,909 - £42,251** **Southampton**: **Overview of the job**: This is a management role within the National Probation Service (NPS). The Senior Probation Officer supports the Head of Operational Function to provide management and a leading role within a Local Delivery Unit (LDU) or other...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom HM Prison & Probation Service Full time**Details**: **Reference number**: - 302663**Salary**: - £37,909 - £42,251- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Other- NPS Pay Band 5 National**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom HM Prison & Probation Service Full time**Details**: **Reference number**: - 354724**Salary**: - £40,604 - £45,500- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Other- NPS Pay Band 5 National**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom HM Prison & Probation Service Full time**Details**: **Reference number**: - 351278**Salary**: - £40,604 - £45,500- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Other- NPS Pay Band 5 National**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs...
-
Senior Probation Officer
3 months ago
Southampton, United Kingdom Ministry of Justice Full timeSalary 1 - £40,604 - £45,500 Number of jobs available 1 - 1 Detail of reserve list 1 - 12 Months Region 1 - South East, South West City/Town 1 - Southampton Building/Site 1 - NPS TOWN QUAY HOUSE SOUTHAMPTON, SO14 2PT Grade 1 - Other Organisation Grade for HMPPS 1 - NPS Pay Band 5 National Post Type 1 - Permanent Working Pattern 1 - Full Time, Part...