Commissions & Network Operations Coordinator
6 days ago
Commissions & Network Operations Coordinator
The Opportunity
This is a fantastic opportunity to join our dynamic and growing financial service group as a Commissions & Network Operations Coordinator. You will be a key member of the Operations Team working closely with and reporting into the Network Operations Managerwith a focus on supporting our members with payment processing and transfer of business in-addition to undertaking other operational tasks that support network operations and our IFA Members. You will have the chance to grow your skills and experience witha company at the forefront of technological innovation and the future of financial advice.
All the necessary support & training will be provided to really help you thrive in the role.
ValidPath is an FCA-regulated IFA Network with 20 years’ experience supporting hundreds of IFAs (and IFA businesses) to deliver best-in-class independent financial advice to tens-of-thousands of clients across the UK. ValidPath is part of the Rimbal group,a financial services and technology group with offices in Cardiff, Guernsey and London. Joining Rimbal ValidPath means you will be joining a robust (private-equity backed) and growing company and working with a diverse, supportive and highly experienced teamat a Top 100 (FT Adviser) financial services firm in the UK.
The Duties
- Supporting new Member on-boarding for internal and FCA purposes
- Assistance with establishing new product provider agency relationships
- Managing the client novation and Letter of Authority process with IFA Members
- Adding provider statements onto the payment processing system
- Management of product data feed connections to support portfolio valuations
- Dealing with Member queries
- Management and maintenance of member, client and product databases
- Ad hoc operational support such as document management
The Person
To be considered for this role you should have:
- Minimum of two years’ experience within a corporate office environment
- Strong communication skills with comfort via telephone or video conference
- Strong working knowledge of Excel, Word and remote working systems (Teams, Zoom)
- Ability to learn new software solutions
- Ability to be flexible to meet the demands of work
- Energetic, enthusiastic and driven with a can-do attitude
- Financial advisory industry experience or knowledge desirable but not essential
To be considered by Rimbal ValidPath you should have:
- University Degree, Diploma, Certificate or other relevant qualification
- Can do attitude with a strong work ethic and ability to get things done
- Ability to work both independently/remotely and also as part of a collaborative team
- Strong interpersonal skills and alignment with our culture
- Applicants will need to be able to commute to Cardiff and be office based.
As part of Rimbal ValidPath you will benefit from the opportunity to participate in the benefits programme.
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