What the Hiring Manager SaysWe are looking to hire an enthusiastic and confident individual to join our team as a Transitions Administrator, dealing with SIPP and Offshore Bond transitions. The individual should be organised, have good time management, be a team player who has strong attention to detail and communication skills. The individual will challenge processes to ensure the most efficient approach is achieved.
About the RoleThe successful candidate will process the coordination of OFB/SIPP transfers, ensuring the most efficient service is provided for transfers in/out of SIPP/OFB accounts. The Key tasks will involve, but are not limited to the following:
- SIPP/OFB mailbox monitoring.
- Assisting with the transfer in and out, or liquidation, of portfolios and liaising with Pension and Offshore Bond providers where applicable.
- Run and circulate relevant reports to ensure there is visibility of account closures
- Relationship management with Front Office Investment Management teams and Operations teams.
About YouThe candidate will ideally have experience in a similar operations role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry. They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of working with a Client Relationship Management System on a regular basis. Investment Operations Certificate and AML qualifications are preferable but not compulsory. The ideal candidate will have the following behavioural skills
:Attention To Detail Handles tasks with thoroughness and accuracy. Recognises and resolves errors. Communication Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language. Technical Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Time Management Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs. Teamwork Acts as a resource to the team. Treats colleagues with professionalism and respect. Decision Making Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes. Have the capability and drive to complete the tasks on their own. Corporate Focus and Behaviour Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles. Willingness to learn. Good operational knowledge of departmental processes. Develops basic knowledge of the industry and ensures individual work contributes to the success of the Company. Demonstrates initiative and capability within the role and shows potential for future development. Client Focus (Internal and External) Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method. 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-VS1 #QC #QuilterCheviot
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.
