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    Accounts Analyst - London, United Kingdom - Quilter

    Quilter
    Quilter London, United Kingdom

    3 weeks ago

    Default job background
    Full time
    Description
    Fixed Term Contract Duration - 2 Months


    We are looking to hire an enthusiastic and confident individual to join our team of 8 Account Opening and Transitions Analysts.

    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 follow processes to ensure the smooth opening of and amendments to accounts for our clients, as well as account transfers

    Contract type :
    Fixed Term Contract -3 months

    Level 2


    The successful candidate will liaise with Investment Managers across the business, as well as their teams to ensure the smooth opening of or amendments to client accounts, including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts, Charities, Corporates and QROPS.

    The individual will be assigned to work with several Front Office teams from around the business.

    The candidate will review account opening paperwork and create new accounts on the Company's client management system (CRM), as well as perform client due diligence and money laundering checks in a timely manner.

    Checking and signing off new accounts and obtaining missing information if applicable.
    Performing AML and due diligence checks on new accounts and accounts changing service.
    Creating accurate and correctly structured client records on the CRM system.
    Liaising with Pension and Offshore Bond Providers to gain permission to open accounts where applicable.

    Assisting with the transfer in and out of portfolios and liaising with Pension and Offshore Bond providers where applicable.

    Assisting with the administration of deceased client accounts.
    Liaison with Front Office Investment Management teams and Operations to ensure timely processes of work and issue resolution.
    Relationship management with Front Office Investment Management teams.

    The candidate will ideally have experience in a similar 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.

    Written communication is concise and well presented, using appropriate grammar, style and language.

    Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date.

    Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles.

    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.


    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


    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

    Benefit Allowance:
    A cash benefit allowance is payable in lieu of some of our core benefits.


    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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