Job Description

Job Specification

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Location

Bath

Employment Type

Full time

Department

(Platform) CASS & Operational Risk

Appointment Type

Permanent

Hours

37.50

Closing Date

12/12/2025

Ref No

10202

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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Errors in platform administration are an inherent part of any platform business. The effectiveness with which these errors are identified and corrected--both in terms of speed and accuracy--is critical to minimising disruption for our advisers and customers.

The role will cover three main elements:

Support the oversight of the Remediation Team at our outsourcing partner. The appointed individual will need to work closely with the Remediation Team setting priorities, monitoring and reporting on progress of assigned tasks, and conducting periodic sample checks to ensure quality and compliance. Internal Remediation activities - some remediation activities may be performed by retained. Where this is required the role holder will be required to coordinate the corrective work using internal resources, ensuring sure the work aligns with our price comparison policy. Professional Indemnity Insurance Claims - where corrective costs exceed our policy excess, we may seek recovery through our insurers. The role holder would be required to validate and annotate corrective cost data and prepare summary reports for our insurance brokers managing the process to closure.

The position consists of administrative, technical and relationship management elements and plays an important role in ensuring remediation work is completed effectively and in accordance with both our price comparison policy and our prioritisation framework.

Additional responsibilities also will include:

Production of management information (MI) and reporting across all remedial activities (both internal and outsourced). Establishing and leading quality partnership meetings with outsourcing providers' Remediation Team. Supporting the management of Private Indemnity Insurance claims and insurance brokers relationships. Performing quality checks on outsourced remediation work and feedback through performance reviews. Managing or executing retained remediation activities using existing BAU processes and resources.

About You

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We're looking for someone with a strong operational background -- ideally within financial services who understands the implications of process errors and the importance of timely remediation. The individual should be self-motivated, deadline-driven, and comfortable working independently or collaboratively


Good operational knowledge, preferably with a basic understanding of CASS and COBS regulations. Awareness of how process errors impact advisers and customers, and the risks of delayed remediation. Operational experience in financial services. Strong attention to detail and communication skills. Ability to work independently, under own initiative and under pressure. A proactive and innovative approach to problem solving, and good influencing skills.

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.