Servicing Oversight Professional

3 days ago


Southampton, Southampton, United Kingdom Quilter Full time

Company Overview:

We are Quilter, a leading Financial Services company looking for talented individuals to join our Supervision & Assurance team. Our role provides an opportunity to gain experience in a dynamic environment and advance your career in the Financial Services industry.

Salary: £35,000 - £45,000 per annum, depending on experience.

About the Role

This role is suited to those looking to become or already partly qualified in Financial Advice by supporting the Supervision & Assurance team with the completion of important advice-related tasks and administrative duties to support the wider function.

Key Responsibilities:

  1. To ensure advisers adhere to QFP processes related to ongoing servicing and escalate any issues that are identified appropriately.
  2. Monitor daily servicing alerts, ensuring activity is logged and appropriate communications are issued in a timely manner.
  3. Manage adviser responses to alerts and facilitate follow-up actions.
  4. Review and categorize tasks and actions according to process and procedure for further assessment or resolution.
  5. Review and support the investigation of anomalies or exceptions.
  6. Manage escalations and hand-offs to other teams to ensure correct outcomes are achieved and appropriately documented.
  7. Manage cases from start to finish through various systems, including PowerBI and Dynamics.
  8. Ensure excellent records management and robust audit trail.
  9. Support the development of processes and seek systemization opportunities to improve efficiency across all key processes.
  10. Provide administration support across all processing teams.
  11. Support team managers in workflow management and reporting.
  12. Engage and work with Advisers/Firms throughout the process to provide excellent service.
  13. Demonstrate good customer outcomes.
  14. Contribute to building a great environment to work in.

Required Skills and Qualifications:

  • Broad understanding of the Financial Planning markets in terms of Advice, Providers/Lenders, platforms, products.
  • A broad understanding of how Advisers and AR businesses operate.
  • Excellent organizational skills and the ability to manage a variety of tasks and responsibilities.
  • Confident approach, self-motivated with good interpersonal skills.
  • Excellent telephone manner and written communication.
  • Good working knowledge of Excel, Word, and PowerPoint.
  • Demonstrate a strong eye for detail while also displaying a willingness to solve problems and improve processes.
  • Ability to follow processes.
  • Embracing change and initiating new and better ways of working to deliver positive customer outcomes.

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.


  • Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleQuilter is seeking a highly skilled Servicing Oversight Administrator to join their team in Southampton, UK. As a key member of the Supervision & Assurance function, you will play a vital role in ensuring the smooth operation of our Financial Services business.Key ResponsibilitiesEnsure advisers adhere to QFP processes related to ongoing...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    Salary: £60,000 - £80,000 per annumAbout the RoleThis Compliance Oversight Specialist role will be responsible for delivering compliance monitoring and thematic review activities across the Affluent segment at Quilter plc.The successful candidate will leverage support from other Risk teams where required, and provide services to the high net worth segment,...


  • Southampton, Southampton, United Kingdom Aztec Full time

    **Job Description**We are looking for a highly skilled Senior Analysis Manager to join our team as a Senior Outsourcing Manager - Risk and Oversight. The successful candidate will be responsible for providing outsourcing expertise and administrative support to our Client Facing Teams (CFT) or involved parties along the outsourcing risk assessment process.The...


  • Southampton, Southampton, United Kingdom Venn Group Full time

    Service Director: Transport and ConnectivityKey Responsibilities:Provide leadership for the County Council's key functions that improve connectivity, including digital connectivity, traffic management, and parking management.Oversight of the Council's responsibilities in relation to development management to ensure highways and transport needs are considered...


  • Southampton, Southampton, United Kingdom Octane Recruitment Full time £30,000 - £38,000

    Service Advisor PositionWe are seeking a professional Service Advisor to join our high-performing team at our main dealership in Southampton. As a Service Advisor, you will be responsible for delivering exceptional customer service, ensuring that our clients' vehicles are serviced to the highest standards.Key Responsibilities:Provide excellent customer...


  • Southampton, Southampton, United Kingdom SYR - Shoreside Superyacht Recruitment Full time

    SYR - Shoreside Superyacht Recruitment is looking for a talented and experienced Yacht Surveyor Professional to join our team.The ideal candidate will have a background in superyacht technical representation and a deep understanding of onboard operations, refit management, shipyard operations, and marine surveying.The role will involve:Main...


  • Southampton, Southampton, United Kingdom Aztec Full time

    **Job Title:** Senior Analysis Manager - Outsourcing Governance**Location:** Southampton**Job Type:** Full-time**About Us:Aztec Group is a leading provider of offshore services, offering a range of solutions for businesses and individuals. Our team of experts provides tailored advice and guidance to help clients achieve their goals.**Job Summary:**We are...


  • Southampton, Southampton, United Kingdom The Solution Auto Full time

    **Company Overview:** The Solution Automotive is a leading recruitment agency specializing in the UK Motor Trade. We are committed to delivering exceptional service and supporting our candidates in their careers.">**Job Summary:** We are seeking an experienced Accommodation Services Administrator to join our team. The successful candidate will be responsible...


  • Southampton, Southampton, United Kingdom Halfords Full time

    We’re the UK's largest Automotive service, maintenance and repair centre. You'll be part of a dynamic team delivering exceptional customer service and high-quality vehicle repairs. Your role as Automotive Servicing Professional will involve working on a variety of vehicles, using cutting-edge technology and techniques to diagnose and fix any issues.Key...


  • Southampton, Southampton, United Kingdom Practice Plus Group Full time

    ​About the RoleWe are seeking a skilled and experienced Pharmacist to provide pharmacy services for patients at our hospital in Southampton. As a key member of our team, you will play a vital role in ensuring the safe and effective delivery of medication to our patients.Key Responsibilities:• Coordinating the provision of pharmacy services for patients...


  • Southampton, Southampton, United Kingdom Leonardo Full time

    Field Service Professional Job DescriptionSalary: £65,000 - £85,000 per annum (dependent on experience)About UsAt Leonardo, we are passionate about delivering cutting-edge solutions that meet the needs of our customers. Our team of experts is dedicated to innovation, collaboration, and excellence.We are looking for a skilled Field Service Professional to...


  • Southampton, Southampton, United Kingdom TREVETT PROFESSIONAL SERVICES LTD Full time

    Mechanical Estimator for Commercial Projects in Southern EnglandWe are seeking a skilled Mechanical Estimator to join our team at TREVETT PROFESSIONAL SERVICES LTD, operating throughout southern England. This is an excellent opportunity for a Mechanical Estimator looking to take on new challenges.Key Responsibilities:Provide Estimated Costs - Offer accurate...


  • Southampton, Southampton, United Kingdom Nationwide Building Society Full time

    About the RoleThis is a fantastic opportunity to join Nationwide Building Society as a Customer Representative, where you will play a vital role in delivering exceptional customer service and support. As a Customer Representative, you will be the first point of contact for our customers, providing them with a warm and welcoming experience.You will be working...


  • Southampton, Southampton, United Kingdom read recruit ltd Full time

    We are seeking a highly skilled Senior Financial Services Manager to join our team at Read Recruit Ltd. This role is ideal for a professional with a strong background in accounting and management.The Senior Financial Services Manager will be responsible for assisting the Senior Manager in the management of day-to-day accounting services. This includes...


  • Southampton, Southampton, United Kingdom Aztec Full time

    Job SummaryWe are seeking a highly experienced Senior Outsourcing Governance Manager to lead our Outsourcing Framework and ensure effective governance and oversight of our outsourced activities.Key ResponsibilitiesMaintain and develop the Group's Outsourcing Framework to ensure compliance with regulatory requirements.Act as the main contact and coordinate...


  • Southampton, Southampton, United Kingdom PHS Group Ltd. Full time

    About the CompanyPHS Group Ltd. is a leading provider of hygiene services in the UK, Spain, and Ireland, serving over 90,000 customers across 300,000 locations. Our compliance division focuses on helping businesses test, install, and manage their property infrastructure assets.Job Summary:We are looking for a skilled Service and Maintenance Professional to...


  • Southampton, Southampton, United Kingdom Arnold Clark. Full time

    Driver/Valeter Opportunity at Arnold ClarkWe are seeking a highly motivated and enthusiastic individual to fill the role of Driver/Valeter in our Rental department at our Southampton branch.Key Benefits:33 days annual leaveFlexible leave arrangementsGenerous employee discountsPrivate healthcare coverageWorkplace pension schemeAdditional perks and...


  • Southampton, Southampton, United Kingdom Next Full time

    About the Opportunity:We are seeking a highly motivated Sales and Service Professional to join our fast-paced store team at Next.As a key member of our team, your top priority will be to deliver outstanding service and stock operations to our customers.In return for supporting all Company policies and procedures and demonstrating a great attitude to work, we...


  • Southampton, Southampton, United Kingdom Aztec Group Full time

    As a member of the Strategic Leadership Team, you will play a pivotal role in shaping the Private Equity Asset Class strategy for Aztec Group. Reporting to the Group Head of Private Equity, you will be accountable for the oversight of delivery and development of the Private Equity Asset Class in Southampton. This role forms part of the wider Private Equity...


  • Southampton, Southampton, United Kingdom Rise Technical Recruitment Limited Full time

    Job Title: Mechanical Field Service ProfessionalWe are seeking a skilled Mechanical Field Service Professional to join our team at Rise Technical Recruitment Limited.Key Responsibilities:Provide expert mechanical service and maintenance to clients across various industries.Work closely with our clients to understand their mechanical needs and develop...