Paraplanner Work, Jobs in Waddon, Gtl (with Salaries)

Platform Service Manager (6 months FTC)
7IM —London
- CRM software
- Writing skills
- Continuous improvement
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Business development
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- English
- Business development
Platform Service Manager (6 months FTC)
Seven Investment Management —London
- CRM software
- Writing skills
- Continuous improvement
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
13d

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Platform Service Manager (6 months FTC)

7IM -
London

Apply Now

Job details

Permanent

Qualifications

CRM software
Financial Conduct Authority guidelines
Customer service call handling
Inbound customer enquiry call handling
Client engagement
Stakeholder liaison
Writing skills
Internal department liaison
Numeracy
Continuous improvement
Data entry
Relationship management
Software testing
Customer support
Financial services
Customer interaction

Full job description

About The Role

Purpose

To provide office based front line telephone servicing and support to the 7IM platform clients.
The role involves extensive direct telephone and email contact with financial planners, paraplanners and wealth managers (intermediaries). The role is about developing strong relationships built on outstanding service for all and any queries that our clients and their client dealings with the 7IM platform.
The role holder will work closely with the Regional Platform Relationship Managers and Operations team to provide excellent customer service to our intermediary practices.

Responsibilities

Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate
Ensuring all calls are answered in a timely manner and dealt with appropriately managing the caller’s expectations where necessary
Take ownership of queries; analyse, research and provide solutions using knowledge of the systems and processes.
Servicing assigned intermediary firms in a pooled account service model taking responsibility for specific tasks which are scheduled on a rota basis
Taking responsibility to ensure all client and intermediary communication is accurate, appropriate and delivered at the right time, including emails, letters and platform updates
Liaising closely with relevant members of the Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Planning and organising work flow with the Platform Relationship Manager and Regional teams, especially during client reporting periods
Inputting, manipulating and maintaining data on the 7IM platform and client relationship management systems to perform required service tasks which can include processing ISA subscriptions and payment instructions in line with HMRC and 7IM policies
Assisting in the testing of the development of the platform including writing and maintaining user acceptance testing scripts
Evaluate improve and streamline the processes and procedures for servicing platform business
Suggesting realistic and appropriate improvements to the 7IM systems and procedures to continually improve service to clients and intermediaries
Provide input and feedback on improvements to the external facing proposition.
Ensuring that the FCA policy of treating customers fairly is followed as well working in accordance with 7IM’s mission and tenets
Other, as reasonably required by your line manager and 7IM
In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.

About You

Knowledge

Knowledge of the UK platform market, including the regulatory environment
Knowledge of platform administration, including tax wrappers
Knowledge of Pershing systems and procedures would also be beneficial
Experience of retail investments and investment management (including operational knowledge) would be advantageous.
Understanding of the advice process and advisory market in the UK
Relevant regulation and policy knowledge
Excellent working knowledge of e-business, especially in applications to Financial Advisers

Skills

Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries.
Ability to build relationship and rapport building skills in order to rapidly establish a high level of trust with wealth managers
Managing client expectations of the outcome of the telephone requests
Demonstrate a high level of ownership, competence, reliability and responsiveness
Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately
Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service
Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
Written skills, in order to clearly, concisely and thoroughly present information to wealth managers, regional platform relationship managers and their teams.
Numeracy skills in order to understand, process and check a range of data
Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with wealth managers and colleagues across 7IM. The ability to drive through and ensure that necessary actions are taken to service the clients, whilst maintaining positive relationships with them and within 7IM
Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
Resilience in order to manage conflicting priorities and demands, ambiguity, high work load and other business prerogatives
Personal development focus, taking responsibility (with 7IM) for driving forward both personal and professional development in order to maximise effectiveness in this demanding role, and to grow in the role, and beyond

Qualifications

Relevant Financial Services qualifications will be advantageous.

Skills/Other relevant information

Flexible attitude to duties as the role evolves due to changes in the platform market and business focus
Flexible attitude to working hours – sometimes the workload will demand additional commitment outside the contractual hours.

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