Operations QA Administrator- Client cashinteractive investor • Leeds, England, United Kingdom
Operations QA Administrator- Client cash
interactive investor
- Leeds, England, United Kingdom
- Leeds, England, United Kingdom
À propos
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interactive investor is an award-winning investment platform that puts its customers in control of their financial future.
We've been helping investors for nearly 30 years. We've seen market highs and lows and been resilient throughout. We're now the UK's number one flat‑fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.
For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.
We also bring impartial, expert content from our award‑winning financial journalists, a highly engaged community of investors, and daily newsletters and insights.
Purpose of Role The role is responsible for performing key task validation, authorisation and quality assurance, as well as the administration and oversight of key controls.
The role individual is required to utilise subject‑matter expertise to resolve complex client and employee queries, identify operational efficiencies and best‑practice opportunities, and initiate action to maintain compliance in a continually changing regulatory environment.
Key Accountabilities
To perform live task validation and authorisation for payments in and out, as well as retrospective quality assurance
To administer and maintain oversight of key departmental controls
To perform task processing within the department when called upon, including fee processing and FX
To ensure procedures are up to date and provide technical coaching regarding revised procedures, system enhancements, or regulatory changes impacting the department
Use subject‑matter expertise to resolve complex or escalated queries ensuring positive client and employee experiences
To perform departmental testing when called upon
To identify opportunities for process improvements within the department that could increase efficiency and enhance the client experience
Treat clients fairly at all times
Maintain the first line of compliance defence by ensuring individual adherence to business processes and procedures that meet the regulatory standards set out in the relevant FCA rules and guidance
Maintain the first line of defence by operating risk controls assigned to the individual
Use the training and competence scheme to maintain the appropriate knowledge, skills and expertise to carry out the role competently
Ensure risks and issues are identified and escalated appropriately to ensure corrective preventive actions are implemented, sustainable and address the root cause
Skills & Experience Required
Detailed knowledge of departmental processes and purpose from both an ii perspective and from an industry perspective
Detailed understanding of internal systems utilised within the department and their impact on the client journey
Ability to use initiative to creatively resolve issues and find solutions
Ability to influence stakeholders and negotiate where necessary
Strong communication skills
Coaching and mentoring skills
Prioritising and managing own workload in accordance with assigned priorities
Ability to adapt to a changing environment
Capability to think clearly and creatively in delivering operational change aligned with a defined strategy or vision
MS Office skills
Knowledge of the business objectives, products and processes
Knowledge of the Financial Services Sector – specifically Wealth Management
Knowledge of the regulatory environment and associated risks that require management
Understanding of investment products, characteristics and applications
Understanding of the principles of Treating Customers Fairly
Understanding of the principles of Training and Competence
Understanding of the key drivers of client loyalty within a retail environment
Personal Attributes
Clear communicator
Strong team player
Demonstrated passion and drive for delivering the best outcome
Moving with speed – delivering faster and better
Decisive and takes ownership of outcomes
Not afraid to challenge and open to challenges
Benefits
Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance – Provided by Bupa
25 days annual leave, plus bank holidays
Staff discounts on our investment products
Personal & Well‑being Fund – Supporting physical and mental wellness
Retail discounts – savings at a wide range of high street and online retailers
Voluntary flexible benefits – tailor your benefits to suit your lifestyle
interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment and victimisation—whether direct, indirect, associative or perceptive.
Please note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we are currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.
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Compétences linguistiques
- English
Avis aux utilisateurs
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