Financial Operations Specialist
3 weeks ago
We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Deerfoot I.T. Resources Limited. As a key member of our operations team, you will play a critical role in ensuring the seamless transfer of portfolios in and out of client accounts.
Key Responsibilities- Manage portfolio transfers in and out of client accounts.
- Process reconciliation reports and handle settlements for unit trusts/collectives.
- Liaise with clients and investment managers, providing timely responses to queries.
- Assist with Crest settlements and trade booking.
- Ensure all processes and procedures comply with regulatory standards, particularly under the Consumer Duty Rules.
- Uphold the FCA Individual Conduct Rules and demonstrate a commitment to delivering positive outcomes for customers.
- Identify and escalate risks that may impact clients, ensuring the highest standard of client care.
- Engage in continuous professional development, completing any necessary training and qualifications.
- 3-4 years of experience in working with a range of custodians and outsourced providers.
- Solid understanding of the equity settlement process for UK & International Securities.
- Familiarity with systems such as Euroclear (Crest GUI), Objectway (Altimis), and Allfunds.
- Strong numerical and analytical skills, with a meticulous attention to detail.
- Proficiency in IT systems, particularly MS Office.
- Excellent communication skills and a transparent, honest approach to work.
- Proactive and independent, with the ability to take initiative.
- Team-oriented, with a collaborative mindset and the ability to work effectively with others.
- Organised, with the ability to prioritise tasks and meet tight deadlines.
- Committed to maintaining high standards and continually striving for excellence.
As a Financial Operations Specialist at Deerfoot I.T. Resources Limited, you will have the opportunity to work with a leading IT recruitment agency, trusted by many of the UK's leading employers. We offer a collaborative and inclusive work environment, with a focus on delivering the best outcomes for our clients.
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Financial Settlements Specialist
1 month ago
Laindon, Essex, United Kingdom Deerfoot I.T. Resources Limited Full timeJob OverviewPosition: Financial Settlements SpecialistEmployment Type: Full-Time / PermanentCompensation: £30k-£50kPerks: Pension Scheme, Discretionary Bonuses, and Equity OptionsRole SummaryAre you driven by the complexities of financial transactions? As a Financial Settlements Specialist, you will play a pivotal role in overseeing and ensuring the smooth...
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Financial Settlements Specialist
1 month ago
Laindon, Essex, United Kingdom Deerfoot I.T. Resources Limited Full timeJob Title:Financial Settlements SpecialistJob Type:Full-Time / PermanentLocation:Essex (Full-time office based)Salary:£30k-£50kBenefits:Pension, Discretionary Bonus, and Share OptionsAbout the RoleAre you enthusiastic about the complexities of financial transactions? As aFinancial Settlements Specialist,you will play a pivotal role in overseeing and...
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Financial Settlements Specialist
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Laindon, Essex, United Kingdom Deerfoot I.T. Resources Limited Full timeJob Title:Financial Settlements SpecialistJob Type:Full-Time / PermanentLocation:Essex (Full-time office based)Salary:£30k-£50kBenefits:Pension, Discretionary Bonus, and Share OptionsAbout the RoleAre you enthusiastic about the complexities of financial transactions? As aFinancial Settlements Specialist,you will play a pivotal role in overseeing and...
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Equity Settlement Expert
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Laindon, Essex, United Kingdom Deerfoot I.T. Resources Limited Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Deerfoot I.T. Resources Limited. As a key member of our operations team, you will play a critical role in ensuring the seamless transfer of portfolios in and out of client accounts.Key ResponsibilitiesManage portfolio transfers in and out of...
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Equity Settlement Expert
3 weeks ago
Laindon, Essex, United Kingdom Deerfoot I.T. Resources Limited Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Deerfoot I.T. Resources Limited. As a key member of our operations team, you will play a critical role in ensuring the seamless transfer of portfolios in and out of client accounts.Key ResponsibilitiesManage portfolio transfers in and out of...
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