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For Companies At a Glance
- Tasks: Provide top-notch support to financial planners via phone and email.
- Company: Join 7IM, a leading platform in the UK financial services market.
- Benefits: Enjoy a dynamic work environment with opportunities for personal growth.
- Why this job: Build relationships while helping clients achieve their financial goals.
- Qualifications: Financial Services qualifications are a plus; experience in investments is beneficial.
- Other info: This is a 5-month fixed-term contract with potential for growth.
The predicted salary is between 30000 - 42000 £ per year.
About The Role
Purpose
To provide office-based front line telephone servicing and support to the 7IM platform clients. The role involves extensive direct telephone and email contact with financial planners, paraplanners, and wealth managers (intermediaries). It aims to develop strong relationships through outstanding service for all client queries related to the 7IM platform. The role holder will work closely with Regional Platform Relationship Managers and the Operations team to ensure excellent customer service to intermediary practices.
Responsibilities
- Answer telephone and email queries from intermediaries efficiently and escalate when necessary.
- Ensure all calls are answered promptly and appropriately, managing caller expectations.
- Take ownership of queries; analyze, research, and provide solutions using system and process knowledge.
- Service assigned intermediary firms in a pooled account model, handling scheduled tasks.
- Ensure all communications are accurate, appropriate, and timely, including emails, letters, and platform updates.
- Liaise with the Operations team to ensure clear communication and minimize errors.
- Plan and organize workflow with the Platform Relationship Manager and regional teams, especially during reporting periods.
- Input, manipulate, and maintain data on the 7IM platform and CRM systems, including processing ISA subscriptions and payment instructions per HMRC and 7IM policies.
- Assist in testing platform development, including writing and maintaining UAT scripts.
- Evaluate and streamline servicing processes and procedures.
- Suggest improvements to systems and procedures for better service delivery.
- Provide feedback on external-facing propositions.
- Follow FCA's Treating Customers Fairly policy and adhere to 7IM's mission and principles.
- Perform other duties as reasonably required by line management.
- Consistently act in good faith, prevent harm, and support customers' financial goals in line with FCA's Consumer Duty principles.
About You
Knowledge
- Understanding of the UK platform market and regulatory environment.
- Knowledge of platform administration, including tax wrappers.
- Familiarity with Pershing systems and procedures is beneficial.
- Experience in retail investments and investment management is advantageous.
- Understanding of the advice process and UK advisory market.
- Relevant regulation and policy knowledge.
- Proficiency in e-business applications for Financial Advisers.
Skills
- Excellent telephone manner with active listening and troubleshooting skills.
- Relationship-building and rapport skills for trust development with wealth managers.
- Ability to manage client expectations effectively.
- High ownership, competence, reliability, and responsiveness.
- Strong planning and organizational skills to optimize efficiency.
- Attention to detail and accuracy in data handling.
- Quick learning ability for systems and software.
- Clear and concise written communication skills.
- Numeracy skills for data processing and verification.
- Assertiveness, tenacity, diplomacy, and sensitivity in relationship management.
- Flexibility and innovative thinking to adapt to changing needs.
- Resilience to manage conflicting priorities and workload.
- Commitment to personal and professional development.
Qualifications
Relevant Financial Services qualifications are advantageous.
Platform Service Manager (5 months FTC) employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform Service Manager (5 months FTC)
✨Tip Number 1
Familiarise yourself with the UK platform market and regulatory environment. Understanding the nuances of platform administration, including tax wrappers, will give you an edge in conversations with potential employers.
✨Tip Number 2
Develop your telephone manner and active listening skills. Since this role involves extensive direct contact with financial planners and wealth managers, showcasing your ability to build rapport over the phone can set you apart from other candidates.
✨Tip Number 3
Highlight any experience you have with CRM systems and data handling. Being proficient in these areas is crucial for the role, so be prepared to discuss your past experiences and how they relate to the responsibilities outlined in the job description.
✨Tip Number 4
Showcase your problem-solving abilities and willingness to take ownership of client queries. Employers value candidates who can analyse issues and provide solutions, so think of examples from your past work where you've successfully navigated challenges.
We think you need these skills to ace Platform Service Manager (5 months FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service, particularly in the financial services sector. Emphasise any roles where you've had direct contact with clients or intermediaries, showcasing your ability to build relationships and manage expectations.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of the job description that resonate with you, such as your understanding of the UK platform market or your experience with financial planners. This is your chance to show how you align with their mission and principles.
Highlight Relevant Skills: When detailing your skills, focus on those mentioned in the job description. For instance, showcase your excellent telephone manner, active listening skills, and ability to manage client expectations. Use examples from your past experiences to illustrate these skills in action.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your communication is clear and concise. This reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at 7IM
✨Know Your Platform
Familiarise yourself with the 7IM platform and its services. Understanding the specifics of the platform will help you answer questions confidently and demonstrate your commitment to the role.
✨Showcase Your Communication Skills
Since the role involves extensive telephone and email contact, practice articulating your thoughts clearly. Use examples from past experiences where you've successfully managed client expectations or resolved issues.
✨Demonstrate Relationship-Building Abilities
Prepare to discuss how you've built strong relationships in previous roles. Highlight your active listening skills and how you've developed trust with clients or colleagues, as this is crucial for the position.
✨Be Ready to Discuss Regulatory Knowledge
Brush up on your understanding of the UK platform market and relevant regulations. Be prepared to discuss how you would ensure compliance with FCA's Treating Customers Fairly policy in your daily tasks.
