Job Description

Job Specification

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Location

Bath

Employment Type

Full time

Department

Customer Operations

Appointment Type

Permanent

Hours

37.50

Ref No

10117

Job Information

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About Us:

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At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'



With new ownership since 2021 and significant investments of over 17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About the Role

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The purpose of this position is to ensure the efficient running of the Dealing Team. A mixture of operational and regulatory focus provides a varied and interesting role for someone who has experience in management in this sector, or for an ambitious and talented administrator who wants to take the next step in their career.



The Team Leader will be responsible for the day-to-day line management of the team, ensuring that the team are delivering work accurately and within expected timescales. In addition to this, you are expected to motivate, inspire, and develop those staff so that they can grow in line with the aspirations of the business.



The successful candidate will be key in both delivering team and individual targets within the appointed timescales and to the highest standards.

Key Responsibilities:

Responsibility for overseeing and participating in the maintenance of the core team processes. Trading at hourly, weekly, and monthly artificial valuation points. Daily trading controls and investigation. Contract note processing and verification. Transaction reporting. Float account management. Weekly conversions of assets from dirty to clean share classes. Manage the teams to achieve an effective workflow, contributing towards an efficient execution of responsibilities. Completion of daily checklists and control checks on processes completed by the teams. Work with the management team to maintain a collaborative approach in achieving the department's SLAs and KPIs. Responsible for team development through structured 1-2-1s, appraisals and individual training and development plans. Encourage and value ideas and initiatives. Support the Dealing, Investments and Corporate Actions manager daily. Demonstrate flexibility during periods of high workload; assist other services when required. Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards, undertaking Overseer activities as nominated.

You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management.

About You

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Specialist Skills, Qualifications and Experience:

Essential:

Good attention to detail. Excellent interpersonal, organisation and communication skills. Ownership and accountability. Proactive and driven. Working knowledge of Excel. Ability to work well under pressure.

Desirable:

Investment Management Certificate (IMC), Investment Operations Certificate (IOC) or equivalent industry recognised qualification. Financial services experience. Understanding of investments and investment products.

Rewards & Benefits:

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Competitive Compensation:

We offer a competitive salary that reflects your skills and contributions.

Hybrid Working:

Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus:

Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package:

You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart:

We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth:

We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health

: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security

: Prepare for your future with our Group contributory pension scheme.

Travel with Ease:

We offer interest-free season ticket loans to help with travel costs.

Giving Back:

You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth:

We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters

: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.



Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.