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- Tasks: Oversee due diligence and governance of investment platforms, ensuring compliance and service level obligations.
- Company: Leading financial services firm in Edinburgh with a focus on innovation.
- Benefits: Hybrid work model, competitive salary, 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, strong organisational skills, and attention to detail.
- Other info: Opportunity for career growth and involvement in governance forums.
The predicted salary is between 40000 - 50000 £ per year.
Edinburgh (Hybrid, 3 days in office) 6 month Fixed Term Contract
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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with investment platforms. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of supplier governance and due diligence processes. We recommend creating a list of relevant questions to ask during the interview to show your genuine interest in the role.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple stakeholders or projects. This will highlight your ability to thrive in a high-visibility role like the Supplier Due Diligence Analyst.
✨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 take that extra step to engage with us directly.
We think you need these skills to ace (Platform) Supplier Due Diligence Analyst
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 governance of 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 process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
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, regulatory requirements, and how they impact client outcomes. This knowledge will help you demonstrate your expertise and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since strong organisational skills are key for this role, prepare examples from your past experiences where you successfully managed multiple stakeholders or projects. Be ready to discuss how you prioritised tasks and ensured compliance with service level obligations.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about situations where you had to oversee due diligence or manage supplier performance. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Engage with the Interviewers
This role involves collaboration across various teams, so be prepared to ask insightful questions about how different departments work together. Show your enthusiasm for teamwork and continuous improvement by discussing how you can contribute to enhancing oversight frameworks.