Data and Performance Coordinator

3 weeks ago

Southampton, Southampton, United Kingdom Quilter Full time
Job Title: Data and Performance Coordinator

Join Quilter's Risk Management Team as a Data and Performance Coordinator, where you will play a key role in ensuring the smooth operation and compliance of our Risk Management processes.

Key Responsibilities:
  • Support the ongoing maintenance, administration, and timely completion of Firms and Advisers Fitness and Propriety Declarations to meet regulatory requirements.
  • Provide administrative support for disciplinary sanctions and monitoring the Risk Management Mailbox to ensure queries and issues are addressed promptly.
  • Manage DBS checks for current advisers, reporting any findings to senior management.
  • Implement updates within the Worksmart system and administrate financial monitoring requests.
  • Handle requests and responses from external bodies such as the FCA, Providers, and Lenders.
Requirements:
  • Good understanding of the Financial Planning market, particularly in relation to Advice, Providers, Lenders, platforms, and products.
  • Excellent organisational skills to manage a range of tasks and responsibilities.
  • Confident, self-motivated nature to build positive relationships across the business.
  • Strong interpersonal skills, excellent telephone manner, and written communication abilities.
  • Proficient in Microsoft Excel, Word, and PowerPoint.
What We Offer:
  • 26 days holiday
  • Quilter Incentive Scheme
  • Pension Scheme
  • Private Medical Insurance
  • Life Assurance

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