Servicing Oversight Administrator

3 weeks ago

Southampton, United Kingdom Quilter Full time

What the Hiring Manager Says

This role provides an opportunity to gain experience for someone looking to advance their career in Financial Services. It could be particularly 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.

Regulatory Oversight Manager

About the Role

Level : 3

Department : Supervision & Assurance

Location : Southampton, United Kingdom (hybrid working)

Contract type : Permanent, Full-Time

Non-Regulated

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

To ensure advisers adhere to QFP processes related to ongoing servicing and escalate any issues that are identified appropriately. Monitor daily servicing alerts, ensuring activity is logged and appropriate communications are issued in a timely manner. Manage adviser responses to alerts and facilitate follow up actions. Review and categorise tasks and actions, according to process and procedure, for further assessment or resolution. Review and support the investigation of anomalies or exceptions. Manage escalations and hand-offs to other teams to ensure correct outcomes are achieved and appropriately documented. Manage cases from start to finish through various systems, including but not limited to, PowerBI and Dynamics. Ensure excellent records management and robust audit trail. Support the development of processes and seek systemisation opportunities to improve efficiency across all key processes. Provide administration support across all processing teams. Support team managers in workflow management and reporting. Engage and work with Advisers/Firm throughout the process to provide excellent service. Demonstrate good customer outcomes. Contribute to building a great environment to work in Support with ad-hoc tasks if appropriate and when required. 

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.

We are looking for a candidate with a broad understanding of the Financial Planning markets in terms of Advice, Providers/lenders, platforms, products.

A broad understanding of how Advisers and how AR (Appointed Representative) businesses operate.

Excellent organisational skills and the ability to manage a variety of tasks and responsibilities.

Has a confident approach, self-motivated with good interpersonal skills.

An excellent telephone manner and written communication.

A 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.

You'll embrace change and initiate new and better ways of working to deliver positive customer outcomes.

Working collaboratively with colleagues – both within the team and across the wider business – this individual will be focused on delivering an exceptional level of service.

Operate efficiently – treat the business as if it’s your own.

Own decisions and tasks – decide and deliver.

Build on own knowledge by self-learning, share knowledge and best practice with colleagues.

Ability to manage workflows within defined timescales.

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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