Manager of Platform Led Team recruitment
Responsibilities:
• Responsible for the management of the Platform Team
• Working closely with the Head of Platform to meet prospective clients and provide platform demonstrations to Wealth Managers
• Representation for the Platform Team in development initiatives including understanding and co-ordination of the team’s involvement in the development releases
• Training Wealth Managers who use the platform, both face to face and on the telephone, to understand their business and promote appropriate additional services
• Working within the team to plan and organise work flow
• Communicating issues and gaining feedback from the team through bi-weekly meetings
• Suggesting realistic appropriate improvements to the company systems and procedures
• Organisation and completion of testing developments to the platform including writing and executing user acceptance testing scripts
• Ensuring that the FSA policy of Treating Customers Fairly is followed
• Acting as a point of escalation for the team and Wealth Managers and raising with management where appropriate
• Identifying new/changes to procedures
• Any other reasonable tasks assigned to you by your Line Manager
Tasks:
• Inputting, manipulating and maintaining data on the Client Relation Management systems to open accounts, process applications and transfers, log commissions, provide valuations and transfer funds between accounts by way of BACS CHAPS payments
• Updating Wealth Manager details for accessing the website and setting up dealing permissions
• Updating Wealth Managers on changes such as Corporate Actions
• Ensuring all client and Wealth Manager communication is accurate, appropriate and delivered at the right time, including emails, letters and reports
• Receiving telephone queries from Wealth Managers and escalating where appropriate
• Liaising closely with the operations team to ensure full communication and understanding, minimising errors and maximising service levels
• Filing in accordance with company and FSA procedures
• Ensuring timely and accurate client reporting is achieved
Skills:
• Organisation of own workload to meet deadlines
• Accuracy, thoroughness and attention to detail
• Systems learning skills to rapidly understand and use the systems
• Written skills in order to clearly, concisely and thoroughly present information to Wealth Managers
• Numeracy skills to understand, process and check a range of data
• Telephone answering, rapport and relationship building skills
• Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships. The ability to drive through and ensure that necessary actions are taken to service the Wealth Managers.
• Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately.
• Flexibility and innovation to handle and support changing needs and demands and to continually improve work practices.
• Personal development focus and to grow with the role, and beyond.
Knowledge:
• Strong knowledge of platform industry is preferred
• Knowledge of the investment management industry
• Relevant and demonstrable industry experience
Qualifications:
• IMC qualification preferable. Support may be provided by the company to achieve this.
• In addition, Certificate of Financial Planning (CF) Series or Chartered Institute for Securities and Investment (SII) qualifications would be beneficial.