Financial Services Operations Executive (12 month FTC)

Close Brothers Group; Northwich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A prestigious financial services firm is seeking a Financial Services Operations Executive for a 12-month contract in Northwich. The role focuses on bereavement administration, requiring strong organizational and communication skills. We're looking for candidates with financial services experience and the ability to handle sensitive client interactions while ensuring compliance with regulations.

Qualifications

• Experience in Financial Services, preferably in Wealth Management.
• Knowledge of bereavement processes is an advantage.
• Ability to handle compliance and regulatory requirements.

Responsibilities

• Manage bereavement administration processes efficiently.
• Communicate with clients and representatives effectively.
• Liaise with internal departments to ensure service quality.

Skills

Attention to detail

Good communication skills

Team player

Ability to work under tight deadlines

Education

Financial Services experience

Bereavement Administration experience

Job description

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Financial Services Operations Executive (12 month FTC), Northwich

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Client:

Close Brothers Group

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

327c5a3d1a38

Job Views:

26

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

OVERALL SUMMARY

In this role you will provide administrative support, following the passing of a client in respect of any funds managed by Trinity Bridge. Working closely with other colleagues, you will be a crucial member of the team, ensuring an efficient and sensitive handling during the process.

RESPONSIBILITIES

• Undertake all stages of the Bereavement Administration process from initial notification, through system updates and document preparation, to the final processing of Deceased estates instructions, within agreed SLAs. Have ownership and accountability of a determined book of deceased clients.
  
• Direct contact with clients and deceased representatives both over the phone and in written form, covering a number of different elements, to ensure an excellent service is provided at all times.
  
• Close liaison with other internal customers and departments to ensure that an excellent service is provided, at all times.
  
• Support with the collation of departmental statistics on a daily and monthly basis, where appropriate.
  
• Ensure any areas of concern are raise in a timely manner to Line Manager
  
• Adherence to and updating of, all departmental procedures.
  
• Consistently demonstrate and act in line with our 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.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage.
• Previous Bereavement Administration experience would be a key advantage.
• Keen attention to detail (system and non-system).
• Ability to work quickly and accurately within very tight deadlines.
• Good team player with the ability to work on own initiative.
• Flexible and available to work overtime during peak workload periods.
• Good communication skills (written and verbal).

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.