Financial Services Administrator Manager

3 weeks ago


Southampton, Southampton, United Kingdom Quilter Full time

About the Role

This is a newly created role within the Supervision & Assurance function which will support the business in its oversight of adviser and firm activity, specifically relating to the provision of Ongoing Service.

Key Responsibilities:

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

Requirements:

  • 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.
  • Demonstrating 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.

What We Offer:

  • 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.


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