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Third-Party Platforms Coordinator

London, United Kingdom
Closing date
Dec 7, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
What the Hiring Manager Says

"This is a fantastic opportunity to join a small but vibrant team of third-party relationship specialists, part of the larger Middle Office Department.

The principal responsibility of the role is to act as a point of contact between the firm and the various Platforms, on which QC provide its Managed Portfolios Service (MPS), to build and develop robust relationships with the providers.

The role holder will work closely with the QC MPS, Distribution, Marketing, Legal and Operational Teams to support these relationships and provide excellent service to our Financial Adviser relationships and their clients as well as overflow support, when required, to the Pensions and Offshore Bonds team on an ad-hoc basis.

The interview will be a two-stage process: an informal part over coffee when you meet your hiring manager and the second part involving competence-based questions. "

- Pensions & Offshore Bonds Manager

About the Role

Level: Level 2

Department: Quilter Cheviot - Middle Office

Location: London - eligible for hybrid working

Contract type: Permanent

We are seeking candidates who can demonstrate a good understanding of the products and services in the financial services market with excellent communication and relationship management skills.

The usual day-to-day responsibilities will require the candidates to liaise with the relevant members of the third-party platform's Operations teams to ensure the onboarding process is handled smoothly and professionally.

The candidates will service the existing relationship by taking ownership of queries; analyse, research, and provide solutions using knowledge of the systems and processes.

The main responsibilities will also include conducting regular due diligence assessments as well as fund availability reviews and coordinate it with the external fund partners to identify share class conversion opportunities.

The candidate may also be asked to participate in additional project work when needed.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

The successful candidate will have a working knowledge of the UK platform market, including the regulatory environment from within the Investment Management industry or from one of the Platform Providers.

Holding the relevant Financial Services qualifications will be advantageous or willingness to study towards this and other qualifications considered appropriate for the role.

The ideal candidate will have experience in e-business, especially in applications to Financial Advisers, familiarity with WDX CRM and/or Figaro would be an advantage; experience with working with a Client Relationship Management System will also be considered.

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.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. 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. No matter what your role is or where you sit, your voice will matter.

We hope you like what you hear and are interested in learning more about joining us.

Core Benefits

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

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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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