Authorisations Caseworker
2 weeks ago
I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team.
The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate impact.
As a Manager, I believe in having a good and honest relationship with every member of my team and I'm committed to being supportive, emphatic, and fair. Commitment to ensuring the team succeeds with all tasks and duties is essential, but you will have full support from colleagues and management.
This will be a one-stage interview process, with myself and a colleague.
-Authorisations Manager
About the Role
Level: 2
Department : Operations -Quilter Financial Planning
Location : Southampton - Hybrid working
Contract type : Permanent
Our Authorisations Case Workers form a key part in the overall onboarding experience of new Advisers and Firms, so it is vital that new applicants receive a positive, professional service.
You will complete the vetting of new applications, using all relevant information to assess if the application should proceed to appointment with Quilter or not.
You will be undertaking all aspects of due diligence checks, such as reviewing references, criminal records, financial records and anything held in the public domain.
As well as applying to and liaising with the FCA, for regulatory authorisation, ensuring that robust evidence of due diligence activity is provided.
Authorisations Caseworkers make decisions based on Business Standards, which set out Quilter appetite and associated procedures.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
The ideal candidate will have strong experience working within a Financial Services and Regulatory background.
You will have the ability to co-ordinate your day-to-day workload and applications, and can work under pressure remaining focused and calm.
You will also be a team player who looks to support others and take a positive approach as you will be the first point of contact for those joining Quilter Financial Planning and will have frequent contact with various stakeholders.
Having a solid understanding of Microsoft Excel and Word would be beneficial.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
#LI-FD1
Core 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
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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Authorisations Caseworker
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Southampton, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
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Authorisations Caseworker
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Southampton, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
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Southampton, United Kingdom Quilter Full timeWhat the Hiring Manager Says I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership Authorisations team. The Authorisations Team performs a vital function to support the overall corporate objective to grow Restricted Financial Planners. This is your opportunity to make a significant and immediate...
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