Payment Services Executive - Salisbury, United Kingdom - Novia Financial

Tom O´Connor

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Tom O´Connor

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Description
**Payment Services Executive


Reports to:
Payment Services Lead


Main Location:
Salisbury (office-based contract with some flexibility)


Salary:
£23,850 - £26,000 + bonus + excellent benefits

Are you passionate about Customer Service and believe in putting the customer at the
heart?

Are you looking for a role working for a platform that strives to provide the very best
customer experience and acts upon the feedback of its customers ensuring they receive
the outcomes they deserve?

Does being part of the Wealthtime collaborative culture we offer and having flexibility
without compromising the service our customers receive appeal to you?


About the role
Financial Advisers trust us with their clients, so ensuring we provide an incredible level of
customer service is key.

Delivering an industry leading level of customer service and continually finding innovative
solutions to improve our operational efficiency and customer experience whilst proactively
and effectively identifying and managing any risks that arise.

As part of the overall Servicing commitment, Payment Services provide support for all
payment processing, including product withdrawal, direct debit management and full
execution of the SIPP payroll.
Operating under CASS rules, we work closely with Compliance and our Investment and
Customer Service colleagues to ensure robust reconciliation controls are in place for all
asset and cash activity during the investment life cycle within all our products. This is a
key control and function in a heavily regulated environment, helping to ensure we deliver
on one of the FCA's key principles - arranging adequate protection for our clients'.

Join us as a Payment Services Executive and you'll experience collaboration with other
teams across our business to ensure service excellence, manage queries through to
resolution and execute daily processes to achieve our goals. And don't worry, we'll
provide full training, so you'll be up to speed in no time.


About you (what we're looking for)
A great communicator and even better listener, you'll be more than happy speaking to a
range of people on the phone. Liaising with colleagues in other teams and responding to
external queries via secure message. Quick to learn, absorbing new information and
keeping up with changes comes easily to you. And whether you're working alone or as
part of a team, you'll always go above and beyond to do what's right for the customer.

You'll also:

  • Have experience of providing great customer service. If you've experience of
working in banking or payroll within finance services before, even better
(although not essential)

  • Experience of working in a regulated environment, more specifically CASS (not
essential)

  • Be an excellent communicator
  • Have strong numerical skills
  • Have strong organisation and timemanagement skills
  • You will represent our brand, a very high level of professionalism is always
expected

**Rewards and Benefits

  • Competitive salary.
  • Discretionary bonus each year.
  • 34 days holiday per calendar year including bank holidays, with the option to
- purchase or sell up to 5 additional days per year.
  • Supported and encouraged professional development.
  • Private Medical scheme (single cover that can be increased to Full Family).
  • Income protection scheme.
  • Life assurance scheme.
  • Group contributory pension scheme.
  • Interest free season ticket loans for travel costs.
  • Novia Foundation Day in support of charitable activities.
  • We encourage internal progression at Wealthtime, with many of our employees
going on to become Team Leaders, Managers, Subject Matter Experts and many
more.

  • We're proud of our company culture at Wealthtime. From rewards and incentives,
remote team socials to fun quizzes, our friendly and welcoming teams at
Wealthtime strive to make our office a great place to work.

Wealthtime is an equal opportunities employer who values a diverse and inclusive
workplace. We recognise that people work in different ways, and we value alternative
viewpoints, celebrate individuality, and foster a culture where everyone can bring their
true self to work. We are committed to creating a diverse workforce. we accept
identity, ethnicity, sexual orientation, disabilities, and long-term health conditions.

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