Authorisations Administrator

2 weeks ago

Southampton, United Kingdom Quilter Full time
What the Hiring Manager Says

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising and becoming even more customer centric. So if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us

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 our business and process new applications for Advisers and Firms looking to join Quilter. 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 & Membership Manager

About the Role

Level: 2

Department: Operations - Quilter Financial Planning

Location: Southampton, England

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. Caseworkers complete the vetting and due diligence of new applications, using all relevant information to assess if the application should proceed to appointment with Quilter or not.

To ensure caseworkers are able to complete the vetting of applications as efficiently as possible, you will support in the completion of administrative tasks across the Authorisations team. This includes but is not limited to:
  • Running background searches/checks on new applicants e.g DBS and credit checks
  • Requesting references and sending chasers
  • Setting up new applications in the system
  • Mailbox management
  • Processing simple less complex applications
  • General administrative tasks
  • Liaise professionally with stakeholders & applicants to provide updates
Authorisations Caseworkers make decisions based on Business Standards, which set out Quilter appetite and associated procedures. All information gathered within this administrative role, well assist caseworkers in making an informed assessment for the application.

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 preferably have experience working within a Financial Services and Regulatory background, however, this is not essential.

You will have the ability to co-ordinate your day-to-day workload and tasks and are able to work under pressure remaining focused and calm.

You will also be a team player who looks to support others and take a positive and professional approach.

Having a solid understanding of Microsoft Excel and Word would be beneficial. An understanding of the Worksmart technology system would also be beneficial but is not essential.

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.

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