MPS and Platform Executive – London – up to £45k 219 views

An excellent opportunity has arisen to join a top financial services company as an MPS and Platform Executive in London.

Location: London
Company: Quilter Cheviot
Type of Contract: Fixed Term Contract
Specialism: Quilter Cheviot
Salary: £40k-£45k
Closing Date: 2 March 2017

Job Description:


Main purpose of role:

To assist the MPS team in effective and efficient team support and IFA, Platform and client administration.


Key Responsibilities and Scope of role:

Main tasks and duties include:
* Point of contact for MPS and platform investment analysis and operational and administration queries.
* Assist with Portfolio Rebalance co-ordination.
* Updating and rebalancing model portfolios on third party platforms on a quarterly and Ad Hoc basis (subject to qualification).
* Assist MPS team in supporting Sales team and Offices as required Produce and maintain MPS and third party platform MI for business reports, ensuring both accuracy and relevance of information.
 * Assisting with Legal agreements and IFA due diligence.
 * Project co-ordination Audit and procedures maintenance, version control and archiving.
 * Assist with MPS and third party platform services such as proofreading, version control, presentations and other financial promotions as required.
 * Assist with oversight of MPS marketing material and websites

 Key Risk and FCA requirement:

 * Always act in a compliant manner.
 * Aligned to QC corporate messages and market views.
 * Identify any risks that will impact upon our business.
 * To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.

Key Behavioural Skills:

 * A proactive attitude to take responsibility for team support.
 * A polite and courteous attitude at all times.
 * Attention to detail essential.
 * Ability to work in a high-pressure environment and to react appropriately to changing work conditions.
 * Uses initiative to think ahead and pre-empt potential problems.

 * To work the hours required to fulfil the role, with a flexible approach and willingness to work longer hours as necessary.

 Qualifications required:

 * Educated to A level standard.
* Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook). Advanced Excel skills required.

 Experience required:

 *Experience of working in the Wealth management industry.
* Operations, Project and Service Level agreements (SLA) and contracts experience.
 * Understanding of Fund platforms and how they are used by IFA, clients and Discretionary Fund Managers in the industry.
 * Commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation.
 * Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment.

* Please remember to mention Ethical Recruitment Services when applying for this role.
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