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For Companies At a Glance
- Tasks: Lead platform governance and develop propositions for financial advisers and clients.
- Company: 7IM is a forward-thinking investment platform focused on delivering exceptional client outcomes.
- Benefits: Enjoy hybrid working, occasional travel, and the chance to shape financial services.
- Why this job: Join a dynamic team, make a real impact, and enhance your skills in a growing industry.
- Qualifications: Knowledge of the UK platform market and strong communication skills are essential.
- Other info: Relevant financial qualifications are a plus, but not mandatory.
The predicted salary is between 54000 - 84000 £ per year.
About The Role
Purpose
Reporting to the Head of Platform, this role will lead and manage the development of the proposition and the governance and oversight of the platform within 7IM. The role will face off to a variety of stakeholders:
- Our Clients - Financial Advisers and their businesses who use the platform
- Key partners to the platform
- Internal 7IM teams to support oversight of the platform proposition and development of the proposition
Whilst the role will be hybrid-based, it will require some client and provider engagement, and as such, occasional UK travel may be required.
About You
Responsibilities
- Delivering good customer outcomes and fair value - leading on oversight and reporting on our Consumer Duty outcomes, ensuring we are monitoring data, taking action where required and continually reviewing the outcomes for customers and assessing fair value.
- Understanding our corporate strategy, the wider market environment and our client needs to define a prioritised proposition roadmap for the 7IM Platform.
- Developing business cases for key propositional developments, identifying target markets, and outcomes for that proposition.
- Engaging with key internal stakeholders to build a consensus to deliver the roadmap.
- Working collaboratively with the Transformation Team and other key stakeholders to input requirements and shape the deliveries.
- Build and maintain relationships with key third party providers (DFM and Pension/Bond Providers) supported on platform and define the engagement model.
- Other, as reasonably required by your line manager and 7IM.
In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
About Us
Knowledge
- Knowledge of the UK platform market, including the regulatory environment.
- Knowledge of platform administration, including tax wrappers.
- Experience of retail investments and investment management (including operational knowledge) would be advantageous.
- Understanding of the advice process and advisory market in the UK.
- Relevant regulation and policy knowledge, in particular Consumer Duty.
Qualifications
Relevant Financial Services qualifications are useful but not essential.
Skills/Other relevant information
- Understand the business strategy and collaborate with the business to accomplish this strategy.
- Excellent communication skills and interpersonal skills to effectively collaborate within the business and with Adviser Firms, and key product providers.
- Ability to create a prioritised roadmap of change.
- Strong commercial awareness, ability to think strategically.
- Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service.
- Written skills, in order to clearly, concisely and thoroughly present information to clients, wealth managers, regional platform relationship managers and their teams.
- Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company.
- Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately.
- Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices.
- Resilience in order to manage conflicting priorities and demands, ambiguity.
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Platform Governance
✨Tip Number 1
Familiarise yourself with the UK platform market and regulatory environment. Understanding the nuances of Consumer Duty principles will not only help you in interviews but also demonstrate your commitment to delivering good customer outcomes.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in platform governance. Engaging with key stakeholders can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your experience in developing business cases and prioritising proposition roadmaps. Be ready to share specific examples of how you've successfully engaged with internal teams and third-party providers in previous roles.
✨Tip Number 4
Showcase your communication and interpersonal skills during any interactions. Being able to articulate complex ideas clearly and build relationships with clients and colleagues is crucial for this role, so practice these skills ahead of time.
We think you need these skills to ace Head of Platform Governance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in platform governance and financial services. Emphasise your understanding of the UK platform market and any experience with Consumer Duty principles.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate why you are interested in the Head of Platform Governance role at 7IM. Mention specific skills that align with the job description, such as your ability to develop business cases and engage with stakeholders.
Showcase Your Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively collaborated with teams or clients in the past. Highlight any experience in presenting information clearly and concisely.
Demonstrate Strategic Thinking: Illustrate your ability to think strategically by discussing past experiences where you created prioritised roadmaps or managed change effectively. This will show your potential to contribute to the corporate strategy at 7IM.
How to prepare for a job interview at Seven Investment Management LLP
✨Understand the Role and Responsibilities
Make sure you have a clear understanding of the Head of Platform Governance role. Familiarise yourself with the key responsibilities, such as delivering customer outcomes and developing the proposition roadmap. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Knowledge of the UK Platform Market
Demonstrate your knowledge of the UK platform market and regulatory environment during the interview. Be prepared to discuss recent trends, challenges, and opportunities in the sector, as well as how they relate to Consumer Duty principles.
✨Prepare Examples of Stakeholder Engagement
Since the role involves engaging with various stakeholders, prepare specific examples from your past experiences where you've successfully built relationships and collaborated with clients, internal teams, or third-party providers. Highlight your communication and interpersonal skills.
✨Emphasise Your Strategic Thinking Skills
The ability to think strategically is crucial for this position. Be ready to discuss how you've previously created prioritised roadmaps or business cases for propositional developments. Show how your strategic insights can contribute to the company's goals.
