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- Tasks: Oversee due diligence and governance of investment platforms, ensuring compliance and strong client outcomes.
- Company: Leading financial services firm in Edinburgh with a hybrid work model.
- Benefits: Up to £45,000 pro rata, plus benefits and potential for permanent position.
- Why this job: Gain valuable experience in a high-visibility role with broad exposure across the business.
- Qualifications: Experience in wealth management or financial services, with strong organisational skills.
- Other info: Opportunity for career growth and involvement in governance forums.
The predicted salary is between 27000 - 45000 £ per year.
We are supporting a leading financial services firm in Edinburgh on a key hire within their Proposition function, focused on oversight of third party investment platforms and supplier governance.
This role sits at the centre of how the business manages its relationships with external platform providers, typically adviser and wealth platforms used for distribution of investment products.
You will be responsible for overseeing due diligence and governance of these platform providers, ensuring they meet regulatory, contractual and service level obligations. This will include both onboarding new platforms and carrying out ongoing oversight and review activity.
Working closely with teams across investments, compliance, legal, client service and distribution, you will ensure that platform partners continue to deliver strong client outcomes and operate in line with regulatory expectations, including Consumer Duty.
The role will also involve monitoring supplier performance against agreed service levels, producing management information, contributing to governance forums and supporting the continuous improvement of oversight frameworks.
We are keen to speak with individuals who have experience within wealth management, asset management or wider financial services, with exposure to investment or adviser platforms. Experience in supplier oversight, due diligence, platform governance or product governance would be highly relevant.
Strong organisational skills, attention to detail and the ability to manage multiple stakeholders are key to success in this role. Experience working with data and reporting would be beneficial.
This is a high visibility role offering broad exposure across the business, with a genuine opportunity to extend or move into a permanent position.
If this sounds of interest, please get in touch for a confidential discussion.
(Platform) Supplier Due Diligence Analyst in Broughton employer: Be-Resourcing
Contact Detail:
Be-Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land (Platform) Supplier Due Diligence Analyst in Broughton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with supplier governance or due diligence. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment platforms and regulatory requirements. We recommend creating a cheat sheet of key terms and concepts related to platform governance to help you shine during discussions.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple stakeholders or projects simultaneously. This will demonstrate your ability to handle the demands of the Supplier Due Diligence Analyst role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace (Platform) Supplier Due Diligence Analyst in Broughton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Supplier Due Diligence Analyst. Highlight your experience in wealth management, asset management, or financial services, and don’t forget to mention any relevant skills in supplier oversight and governance.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that relate to overseeing due diligence and working with platform providers, and show us your passion for delivering strong client outcomes.
Showcase Your Organisational Skills: Since this role requires managing multiple stakeholders, make sure to highlight your organisational skills in your application. Give examples of how you've successfully juggled various tasks or projects in the past, especially in a fast-paced environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Be-Resourcing
✨Know Your Platforms
Make sure you research the investment platforms and suppliers relevant to the role. Understand their governance structures, service levels, and any recent news or changes in regulations that might affect them. This will show your genuine interest and help you answer questions with confidence.
✨Showcase Your Experience
Prepare specific examples from your past roles in wealth management or asset management that highlight your experience with supplier oversight and due diligence. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate how you've successfully managed relationships with external partners.
✨Highlight Your Organisational Skills
Since this role requires managing multiple stakeholders and tasks, be ready to discuss how you prioritise and organise your work. Share tools or methods you use to keep track of projects and ensure nothing falls through the cracks, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to supplier governance and how they measure success in this role. This not only shows your enthusiasm but also gives you a chance to assess if the company aligns with your career goals and values.