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- Tasks: Lead finance relationships, ensuring top-notch service and strategic improvements for clients.
- Company: Diligenta aims to be the best in life and pensions administration, prioritising customer service.
- Benefits: Enjoy 33 days off, bonuses, career development, and a range of wellbeing perks.
- Why this job: Join a supportive culture focused on positive change and personal growth.
- Qualifications: Qualified accountant with 10+ years in finance, strong communication, and stakeholder management skills.
- Other info: Access to a global network through Tata Consultancy Services and various employee support programmes.
The predicted salary is between 43200 - 72000 £ per year.
Diligenta's vision is to be acknowledged as Best-in-class Platform-based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development.
Summary of the role:
As the Finance Relationship Manager, you will be the dedicated finance lead for allocated clients, acting as the main liaison between Operations Finance and client teams. You will provide oversight and support across financial control, reconciliations, and specialist finance services, ensuring excellent service delivery. Working closely with Senior Finance Relationship Manager, you will also coordinate governance and communication activities within Finance Operations.
What you'll be doing:
- Lead the Finance Relationship for allocated clients, delivering a first-class service including regular Finance Relationship Meetings and strategic improvement plans.
- Act as Senior Finance SME for allocated clients, understanding their set-up, culture and change horizons.
- Coordinate Finance Operations activities to ensure the highest level of customer service and monitor Finance SLAs and incidents.
- Own Finance Operations issues for clients, ensuring escalation, communication, and resolution.
- Attend key meetings as Senior Finance Representative, ensuring Finance is appropriately represented.
- Review and provide insightful commentary on Finance Operations Packs for clients.
- Ensure Finance SLAs and commercial terms are fit for purpose and support accurate forecasting and response to change.
- Prepare and lead meetings, workshops and presentations demonstrating strong communication and influencing skills.
What we're looking for:
- Qualified accountant with extensive finance experience in Financial Services (10+ years).
- Excellent interpersonal skills with the ability to build successful relationships with internal and external stakeholders.
- Effective stakeholder management skills and strong communication skills, confident at senior levels.
- Outstanding organisational skills with the ability to plan workloads and delegate tasks effectively.
- A systematic, disciplined, and analytical approach to problem-solving.
- Strong knowledge of financial services processes, regulations, and Finance & Accounting principles for the UK and Ireland.
- Experience supporting transformation or change programmes within finance workstreams.
- Proficiency in MS Excel and Word; knowledge of SQL and Macros is desirable.
Finance Relationship Manager employer: Diligenta
Contact Detail:
Diligenta Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Relationship Manager
✨Tip Number 1
Familiarise yourself with Diligenta's vision and values. Understanding their commitment to customer service and positive change will help you align your approach during interviews and discussions, showcasing how you can contribute to their goals.
✨Tip Number 2
Network with current or former employees of Diligenta on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Finance Relationship Manager role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that demonstrate your ability to manage client relationships and deliver excellent service. Highlighting your success in similar roles will make you a more compelling candidate.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services sector, particularly those relevant to the UK and Ireland. This knowledge will not only help you in interviews but also show your commitment to staying informed and adaptable in a changing environment.
We think you need these skills to ace Finance Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive finance experience, particularly in Financial Services. Emphasise your qualifications and any relevant skills that align with the role of Finance Relationship Manager.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to build relationships with stakeholders. Mention specific examples of how you've successfully managed finance operations or led transformation programmes.
Highlight Relevant Experience: In your application, focus on your experience with financial control, reconciliations, and service delivery. Provide examples of how you've coordinated governance activities and communicated effectively at senior levels.
Showcase Problem-Solving Skills: Demonstrate your systematic and analytical approach to problem-solving in your application. Include instances where you've resolved finance operations issues or improved processes, as this is crucial for the role.
How to prepare for a job interview at Diligenta
✨Understand the Company Culture
Diligenta prides itself on being a home for its employees, so it's crucial to demonstrate that you align with their culture of positive change and development. Research their values and think about how your personal experiences reflect these principles.
✨Showcase Your Financial Expertise
As a Finance Relationship Manager, you'll need to highlight your extensive finance experience, particularly in Financial Services. Be prepared to discuss specific examples of how you've successfully managed financial operations and improved service delivery in previous roles.
✨Demonstrate Strong Communication Skills
Since the role involves liaising between various teams, effective communication is key. Prepare to share instances where you've successfully communicated complex financial information to non-financial stakeholders, showcasing your ability to influence and engage at senior levels.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle finance operations issues. Think of scenarios where you've had to escalate or resolve financial discrepancies, and be ready to explain your thought process and the outcomes.
