Platform Customer Expert

Job description

Title of Role - Platform Customer Expert

Location - Glasgow

Closing date – 2 weeks

Purpose of the Role:

We have an exciting opportunity to be involved in a fast paced team, within an ever changing environment. This role gives the successful candidate the opportunity to gain an understanding of the complex nature of the Wrap/Pension Products. The regulatory requirements which govern these products also provide exposure to HMRC and FCA rules, giving the successful candidate an insight into the regulatory aspects of the Wrap/Pension business. The right candidate will be processing all customer and IFA requests, within service levels in a controlled environment and adhere to regulatory and client money requirements/rules. 

Duties & Responsibilities

·  Manage the servicing of all client accounts, including processing new business, transfers, general servicing and updates to client accounts.
·  Manage workload to ensure daily allocation is completed within service levels
·  Ensure business added to the platform follows regulatory requirements (AML/PEPS/Sanctions/Negative News)
·  Identify process improvements and share best practices
·  Use global standard policies, procedures and tools.
·  Demonstrate ownership of queries and follow through to successful completion
·  Adhere to client money rules
·  Operate within confidentiality and regulatory standards
·  Support colleagues when required
·  Support Lean/Systems Thinking Methodology

Qualifications

·  Educated to higher level qualification
·  Financial services qualification (ideally)

What will you get for this role?

·  Salary banding of £17,000 to £29,650, depending on skills, experience and qualifications
·  Generous defined contribution pension scheme
·  Annual performance related bonus and pay review
·  Holiday allowance of 25 days plus bank holidays and the option to buy/sell up to 5 additional days
·  Up to 30% discount for some Aviva products through “My Aviva Extras” plus discounts for Friends and Family
·  Excellent range of flexible benefits to include a matching share save scheme

Skills & Experience required

·  Excellent verbal and written communication skills
·  Strong  attention to detail
·  Strong problem solving skills
·  Process improvement awareness
·  Able to cope effectively with high volumes of work whilst maintaining an exceptional service level
·  Relationship building skills
·  Good working knowledge of Microsoft Word and Excel
·  Time management skills
·  Experience of effectively managing own workload
·  Ability to demonstrate experience and understanding of working within a Financial Services environment
·  Understanding of controls and risk in a Financial Services environment
·  Knowledge of regulatory requirements and client money and client asset rules
·  Ability to follow processes and procedures for the team

Additional Information

Please ensure that you have attached an up to date CV and/or updated your professional profile on Workday as we cannot submit your application without this.

One of Aviva’s core values is Care More, and this is brought to life through the flexible ways we like to work. This may include working from home some of the time, or flexible work schedules to accommodate parent and carer responsibilities, further studies and hobbies.

Our diversity and inclusion policies and initiatives are shaping an environment where everyone feels welcome regardless of age, disability, race, ethnicity, gender, gender identity, religion, culture, sexual orientation, national origin, marital status, pregnancy, maternity or those with other caring responsibilities. Our approach helps to ensure that Aviva is a place which values difference and provides equal opportunities for all.

As a disability confident employer we guarantee to interview anyone with a disability, (As defined in The Equality Act 2010) whose application meets the minimum criteria for the post. (By ‘minimum criteria’ we mean that you must provide us with evidence which demonstrates that you generally meet the level of competence required, as well as meeting any of the qualifications, skills or experience defined as essential). Please apply through the website and then email the contact listed in the advert to notify us that you meet the conditions for the guaranteed interview scheme.

Whilst we expect the offered salary to fall within the applicable pay range , any specific offer will be reflective of experience and the market rate for the role.

We prefer all applications to be submitted online, however if you require an alternative method of applying please contact Louise Neuchterlien in the Resourcing team on 07384 803919 AND louise.neuchterlien@aviva.com