Wealth Management jobs in United Kingdom

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team.

• Review daily stock reconciliations for all custodians
• Chase all outstanding transfers on a weekly basis
• Complete Fund Application Forms/Registration Forms and Stock Transfers forms, liaising with other departments including CDD and Compliance when required
• Register physical shares both in and out of client\'s own name and our nominee name
• Monitor all group email boxes
• Run order books, tasks & reports in Avaloq to monitor settlement of trades against payment, liaising with the Client Services team/Execs and Counterparties accordingly
• Assist with all testing for both fixes and upgrades
• Adhere to department procedures
• Any other reasonable duties as requested to support the business
• Undertake technical or any other relevant training as and when required
• Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills

• An understanding of banking and wealth management regulations across the UK and International jurisdictions of the Crown Dependencies would be an advantage but not essential
• Understand regulatory and Compliance requirements and processes relevant for your role and follow them and escalate areas of concern or issue in a timely manner
• Ability to develop strong relationships both internally and externally
• Ability to recognise where technical development in Avaloq could promote more efficient ways of working
• Strong communication skills
• Attention to detail and methodical approach

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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