Operations Executive – Structured Product Team
Operations Executive – Structured Product Team

Operations Executive – Structured Product Team

Full-Time 27500 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage customer queries and process new business applications in a dynamic financial team.
  • Company: Join Meteor, a leading provider of innovative financial solutions since 2006.
  • Benefits: Competitive salary, career development, and a fast-paced work environment.
  • Why this job: Be part of a team that values innovation and customer satisfaction in finance.
  • Qualifications: Detail-oriented with strong communication skills and 2 years of admin experience.
  • Other info: Opportunity to grow in a collaborative and supportive atmosphere.

The predicted salary is between 27500 - 35000 £ per year.

Are you looking for an exciting opportunity to join a dynamic team and develop your career in the financial services sector? We are currently seeking a detail-oriented and organised professional to manage customer queries, process new business applications, and maintain essential records. This role offers variety and responsibility, with the chance to support the smooth running of our Structured Product team.

Join Meteor, a leading provider of savings and investments and bespoke financial solutions. Since 2006, Meteor has been recognised for its innovation, transparency, and robust governance in the UK structured products market. If you have excellent attention to detail, can adapt to changing priorities, and thrive in a fast-paced environment, we want to hear from you!

Key Responsibilities
  • Ensure timely and accurate processing and documentation of:
  • New business client communications
  • Incoming business inquiries
  • IFA (Independent Financial Advisor) and customer questions
  • Client data updates
  • Surrenders, claims, and maturity payments
  • Maintain robust record-keeping systems to fulfill both commercial and regulatory requirements, ensuring the Company consistently demonstrates fair treatment of its customers.
  • Respond promptly and professionally to distributor and customer queries, delivering efficient solutions and maintaining high service standards.
  • Accurately track and record surrenders, transfers, cancellations, maturities, and cases pending action, ensuring records are always current and compliant.
  • Review and process new business applications, conducting thorough identity verification checks as required.
  • Address inquiries related to new business applications, providing clear and helpful guidance throughout the process.
  • Monitor all ISA transfers by coordinating closely with distributors and other ISA managers to facilitate smooth and timely transfers.
  • Manage post-servicing activities, ensuring all matters are updated promptly and accurately.
  • Prepare and deliver management information (MI) reports on a scheduled and ad hoc basis, supporting business decision-making.
  • Keep comprehensive records of distributor interactions to support Meteor's regulatory and business obligations.
  • Key Attributes
    • Interest in financial markets
    • Excellent attention to detail and an organised and flexible approach
    • Strong written and verbal communication abilities
    • Collaborative and accurate, even in a fast-paced environment
    • 2 years of experience in administration.
    • Proficient in Microsoft Office (Excel, Word, PowerPoint)
    • Professional integrity and sound judgement

    Salary range: £27,500 to £35,000

    Operations Executive – Structured Product Team employer: Meteor Asset Management Limited

    Meteor is an exceptional employer, offering a vibrant work culture that fosters innovation and collaboration within the financial services sector. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a supportive environment that values transparency and customer satisfaction. Located in the heart of the UK structured products market, Meteor provides a dynamic setting where you can thrive and make a meaningful impact on clients' financial journeys.
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    Contact Detail:

    Meteor Asset Management Limited Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Operations Executive – Structured Product Team

    Tip Number 1

    Network like a pro! Reach out to people in the financial services sector, especially those who work at Meteor or similar companies. A friendly chat can open doors and give you insights that job descriptions just can't.

    Tip Number 2

    Prepare for interviews by practising common questions related to operations and structured products. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.

    Tip Number 3

    Showcase your attention to detail during interviews. Bring examples of how you've managed customer queries or processed applications accurately in the past. This will demonstrate that you're the organised professional we’re looking for!

    Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our dynamic team at Meteor.

    We think you need these skills to ace Operations Executive – Structured Product Team

    Attention to Detail
    Organisational Skills
    Customer Service
    Record-Keeping
    Communication Skills
    Problem-Solving Skills
    Data Management
    Identity Verification
    Microsoft Office (Excel, Word, PowerPoint)
    Adaptability
    Collaboration
    Time Management
    Financial Market Knowledge
    Reporting Skills

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV is tailored to the Operations Executive role. Highlight your experience in administration and any relevant skills that match the job description, like attention to detail and communication abilities. We want to see how you fit into our dynamic team!

    Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the financial services sector and how your background makes you a great fit for the Structured Product team. Keep it engaging and personal – we love to see your personality!

    Showcase Relevant Experience: When detailing your work history, focus on experiences that relate to managing customer queries and processing applications. If you've worked in fast-paced environments before, let us know how you thrived there. We appreciate candidates who can adapt and deliver under pressure!

    Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team at Meteor!

    How to prepare for a job interview at Meteor Asset Management Limited

    Know Your Stuff

    Before the interview, make sure you brush up on your knowledge of structured products and the financial services sector. Familiarise yourself with Meteor's offerings and recent developments in the industry. This will show that you're genuinely interested and prepared.

    Showcase Your Attention to Detail

    Since this role requires excellent attention to detail, be ready to provide examples from your past experiences where you've demonstrated this skill. Whether it's managing records or processing applications, highlight how your meticulous nature has led to successful outcomes.

    Practice Your Communication Skills

    As you'll be dealing with customer queries and IFA questions, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your verbal communication skills and ensure you come across as professional and approachable.

    Prepare for Scenario Questions

    Expect to face scenario-based questions during the interview. Think about how you would handle specific situations related to customer inquiries or record-keeping challenges. Prepare structured responses that demonstrate your problem-solving abilities and adaptability in a fast-paced environment.

    Operations Executive – Structured Product Team
    Meteor Asset Management Limited

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