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

10181

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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As a member of the Continuous Improvement team, you will provide a wide range of support services to Operations and will provide significant drive to cross-operational process improvements and revisions and provide a holistic view across operational teams.



In addition, as Team Leader you will be looking after a team of analysts managing their performance along with their productivity and quality of their delivery. You will be required to provide regular meaningful MI on key activities undertaken by the team escalating any arising risks to senior management.



This role will also act as a valuable triage between the Operations Teams and IT in the resolution of complex queries and defects, and the implementation of change within the business.

Key Responsibilities:

Support both internal and external parties with complex technical issues. Support Operations in delivering strategic goals for process improvement and revision. Process improvement should consider: + Scalability
+ Efficiency
+ Operational control/regulatory adherence
+ Client experience
+ Oversight
Challenge processes that are felt to be inadequate. Support the business to meet its regulatory reporting obligations. Deliver internal reporting as required. Operational triage prior to escalation to IT for enhancement requests. Support on queries about tools and systems. Keep up to date with forthcoming software upgrades to key systems and provide operational relevant feedback where appropriate. Assist in user acceptance testing of software version releases and patches relating to all online and back-office systems. Lead training sessions in technical subjects where there is potential for key person dependency or requirement to improve knowledge within Operations. Take a prominent role in resolution of any business-critical issues where technical expertise is required. Plan and implement operational changes as a result of new legislation or the introduction of new products or services. Ensure that procedural documentation is consistent, up to date and fit for purpose. Keep up to date with relevant financial market developments and escalate any articles of interest. Provide content for external communications such as adviser updates, technical newsletters and social media updates. Demonstrate flexibility during periods of high workload, assisting other services when required.

About You

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Specialist Skills, Qualifications and Experience:

Essential:

Financial services experience. Technical understanding of investments and investment products. Good attention to detail. Excellent interpersonal and communication skills. The ability to process data in Excel. Ownership and accountability. Excellent drive with ability to work unsupervised and under own initiative. Ability to work well under pressure and to tight deadlines.

Desirable:

Advanced knowledge of MS Office including Word and Excel. Working knowledge of a range of client servicing administration processes. Industry recognised qualifications. Project management experience and relevant qualification.

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.