|Location: HORSHAM, WEST SUSSEX||Salary: 22000 - 26000 GBP Per Annum|
|Sector: Accountancy||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 2 months ago||Reference: 3141218|
• Support point of contact for third parties, to assist with general questions and queries regarding platform services.
• Ownership and execution of administrative processes relating to third parties
• Weekly and monthly reporting responsibilities to cover areas such as;
o DFM Management Information Reporting
o Monthly control reporting to review all periodic fee packages configured correctly
o Acceptable Asset Reviews for tax wrappers
o Other reporting as and when required
• Assist Third Party Relationship Manager with the production and maintenance of internal controls and procedures.
• Liaise with the Ops team, assist with questions and queries they may have relating to third parties.
• Experience of working within an admin role within financial services is essential
• Experience of relationship management desirable but not essential
• Previous knowledge of tax wrappers such as SIPPS, OFB’s, ONB’s, ISA’s is desirable
• Proven track record of working accurately within defined processes
• Competent in Microsoft Office, particularly Excel and competent doing pivot tables.
• Good numeracy and literacy skills
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