Skills:
• Accuracy and attention to detail
• Ability to effectively manage process changes
• Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries, being a point of escalation
• Process analysis and design
• Organisation of own workload to meet deadlines
• Good communication skills, both oral and written
• Ability to see things through to their logical conclusion
• Ability & willingness to identify and suggest improvements in processes / service levels
• Able to take ownership of tasks and see them through to completion as well as use own initiative to come up with solutions
Knowledge:
• Knowledge of the UK Platform market
• Proven experience in SIPP administration at an advanced level
• Strong knowledge of client account records, including AML client ID guidelines
• Understanding and knowledge of MiFID II requirements and internal 7IM policies
• Knowledge of Pershing systems is an advantage
• Familiarisation with Dunstan Thomas’ Imago Back Office software desirable
Qualifications:
• Candidate must hold 5 GCSE’s or above including C grade in Maths & English
• Relevant Financial Services qualifications are useful but not essential
Other Relevant Information:
• This role works closely with others within the operations team and business, sharing the workload and responsibility so a ‘team’ attitude is needed – helping others when required
• Flexible attitude to duties as training will be given in all aspects of the operations roles and the successful candidate will probably have to provide holiday cover
• Flexible attitude to working hours – sometimes the workload will demand additional commitment outside the contractual hours