Financial systems manager Work, Jobs in Liverpool, Eng (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Finance Officer - Capital
Liverpool City Council —Liverpool
- £40,777 - £46,142 a year
- Employee assistance programme
7d
Financial Controller
Collective Property Co —Liverpool
- £45,000 - £65,000 a year
- Full-time
- Team management
- In-person
- Communication skills
Quick apply
Divisional Manager
Wirral University Teaching Hospital NHS Foundation Trust —Upton
- £66,582 - £77,368 a year
- Full-time
- Project management
4d
Head of Block Accounts
Collective Property Co —Liverpool
- £40,000 - £60,000 a year
- Full-time
- Microsoft Excel
- Supervising experience
- Accounting
Quick apply
SEND Financial Analyst
Liverpool City Council —Liverpool
- £46,412 - £51,356 a year
- Employee assistance programme
15h
Senior Finance & Operations Manager
Krimni Software Solutions UK Ltd. —Liverpool
- £75,000 - £98,000 a year
- Full-time
- Management
- Master's degree
- Bachelor's degree
- Health & wellbeing programme
- Flexitime
Quick apply
14d
Account Manager
John Crane —Liverpool
- Full-time
- Hybrid work
- Sales
- Travel
- Communication skills
Quick apply
Sprinkler Systems Manager
Viza Fire Engineering Services Ltd —Liverpool
- £3,800 - £6,700 a month
- Full-time
- First Aid Certification
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Team Manager
Ocado Logistics —Liverpool
- Weekend availability
- Management
- Customer service
- Organisational skills
- Employee assistance programme
- Employee discount
Head of Application Delivery
Fletchers Solicitors —Liverpool
- Full-time
- Hybrid work
- Salesforce
- Team management
- In-person
- Work from home
- Sick pay
Quick apply
4d
Commercial Manager
Sisk —Birkenhead
- Full-time
- Analysis skills
- Contracts
- Leadership
Commercial Support Manager
EMR Group —Warrington
- Full-time
- Customer service
- Travel
- IT
- Annual leave
Quick apply
Product Operations Manager
The Very Group —Liverpool
- £6,500 a week
- Hybrid work
- Continuous improvement
- Financial services
- Employee discount
Quick apply
12d
Finance Business Analyst
Weightmans —Liverpool
- Full-time
- Microsoft Word
- Business development
- Communication skills
Manager, Ticketing, Access and Hospitality Systems
Liverpool Football Club —Liverpool
- Full-time
- Communication skills
- Analytics
- Employee assistance programme
- Employee discount
5d
Senior Operations Manager
PepsiCo —Skelmersdale
- Data analysis skills
- Analysis skills
- Continuous improvement
13d
Senior Operations Manager
BAE Systems —Warton
- £67,000 a year
- Communication skills
13d
City Watch Operation Officer
Liverpool City Council —Liverpool
- £27,254 - £31,022 a year
- Communication skills
- Employee assistance programme
6d
FP&A Manager
Alexander Dennis —Skelmersdale
- Full-time
- Hybrid work
Quick apply

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Client Data Administrator (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Communication skills

Full job description

Team member of the overall Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible - for the maintenance of client data on TrinityBridge (and partner) party systems.

The overall Client Onboarding and Data Maintenance team is driven by Front Office (who verify instruction and liaise with our clients), with the Data Maintenance team responsible for validation of instruction, accurate and timely data input and managing workflows. Complete and error-free input will be essential to maintaining strong client relationships.

Key Responsibilities

Accurate and timely validation of client instruction and processing of client static data changes including, but not limited to, change of address, change of bank details, regular payments set up, ongoing fee amendments and online access maintenance.
Daily interaction with internal (and partner) systems adhering to applicable SLAs and workflow management
Adherence to all departmental procedures
Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
Assist the Operational Risk and Service Management Teams in the resolution of queries
Participation in the Appraisal and Development Scheme
To inform Line Manager of areas of concern and issues that may arise.
Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Regulatory responsibilities ¦ Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’
High levels of accuracy and attention to detail
Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
Good team player with the ability to work on own initiative and willing to respond to varying requests
Flexibility and availability to work overtime during peak workload periods
Excellent communication skills (written and verbal)
IT proficiency
Proactive nature to gain efficiencies
Previous data entry and paperwork checking experience desirable.
Previous customer/client service experience would be an advantage.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be a leading UK Wealth Manager, growing trusted client relationships that last for generations.

This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in our people and provide an environment where they can bring their whole selves, explore new opportunities and thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for their wellbeing.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

financial systems manager jobs in liverpool, eng

Client Data Administrator (12 month FTC)

Finance Officer - Capital

Financial Controller

Divisional Manager

Head of Block Accounts

SEND Financial Analyst

Senior Finance & Operations Manager

Account Manager

Sprinkler Systems Manager

Team Manager

Head of Application Delivery

Commercial Manager

Commercial Support Manager

Product Operations Manager

Finance Business Analyst

Manager, Ticketing, Access and Hospitality Systems

Senior Operations Manager

Senior Operations Manager

City Watch Operation Officer

FP&A Manager

I want to receive the latest job alerts for financial systems manager in liverpool, eng

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