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    Customer Operations Executive - England, United Kingdom - Energy Jobline ZR

    Energy Jobline ZR
    Energy Jobline ZR England, United Kingdom

    1 week ago

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    Description

    Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Manager to join our outstanding Operations Team.

    Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect.

    You will be responsible for submitting transfer requests and applying transfer proceeds to all types of wrappers that Fundment offer, so a good understanding of the product types and regulatory details required to accept transfers would be required.

    You will also be responsible for providing support to the Platform and Operations Managers when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform and continually seeking to improve processes to make them more efficient.

    Perform daily reconciliation, account checks and other compliance checks to ensure processing within agreed timeframes
    Handle volume telephone calls to resolve queries and provide client information
    Liaise with other financial institutions and intermediaries to facilitate smooth transfers
    Maintain up-to-date knowledge of regulatory requirements related to transfer and operations within the financial services sector in the UK
    Collaborate with the technical team to identify and implement improvements to the transfer process and associated administration, enhancing efficiency and adviser experience
    1 years+ experience within financial services, particularly in transfers, operations or similar
    ~ Strong understanding of UK financial services regulatory environment
    ~ Understanding of tax wrappers
    ~ Proficient in technology and software tools, able to adapt quickly to new systems
    ~ Data driven mindset
    ~ Relevant degree/qualifications in finance or related fields, IOC qualification
    Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust.

    Develop your knowledge and progress your career within a growing business where you will be exposed to a range of operational aspects and understand how we improve efficiency and do things differently at Fundment.

    We support our team with the flexibility to work on a hybrid basis, 2-3 days a week in our London office.

    (Generous 28 days annual leave plus bank holidays
    ~ Enhanced maternity/paternity/adoption leave
    ~Private healthcare
    ~ Training and Development/Qualification Sponsorship (IOC or FA2)

    Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.

    We will evaluate applications and respond within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.

    No agencies please.
    #
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