As the Financial Monitoring Senior Administrator, you will maintain and report on Appointed Representatives related activities and provide support to AR Financial Monitoring Assessors where required, whilst also supporting the assessment of the solvency and fitness and propriety of all the Appointed Representatives.
This is a permanent hybrid role, based in our Swindon office two days per week.
The Benefits:
- Salary - up to £28,800
- Bonus scheme - on target bonus 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more
Key Accountabilities:
- Support the assessor as required in understanding and interpreting financial monitoring risk.
- To provide advice & guidance in support of the assessment of an AR ‘fit and properness’ and commercial risk
- Collate and maintain accurate AR financial monitoring data.
- Effective management of the appropriate mailboxes on daily basis
- Collate and maintain complete audit trails of AR Financial monitoring data collection.
- Comply with GDPR rules specifically data retention.
- Ensure audit actions are completed by given deadlines and to the required standards.
What will you need to succeed?
- At least 1 years relevant experience in a financial services organisation
- Experience of working with MI
- Competent in all aspects of Microsoft Office including Excel.
- Using initiative to support the Assessors.
- Ability to build and maintain strong working relationships.
- Ability to organise own workloads.
- Strong written and verbal communication skills
- Strong relationship and interpersonal skills
- Clear written and spoken communication skills
Why us?
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
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Financial Monitoring Senior Administrator in Swindon employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
