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For Companies At a Glance
- Tasks: Oversee reconciliations, banking, and corporate actions teams to ensure smooth operations.
- Company: Join a dynamic financial services firm with a focus on client relationships.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Make a real impact in a key managerial role within a collaborative environment.
- Qualifications: Strong knowledge of CASS regulations and previous management experience required.
- Other info: Flexible working hours and a supportive team culture for career development.
The predicted salary is between 48000 - 64000 £ per year.
We are seeking an experienced Reconciliations, Banking & Corporate Actions Manager to oversee the day-to-day operations of the Reconciliations, Banking, and Corporate Actions teams. This role is key to successfully delivering our clients' business model. You'll be focused on maximising the working relationship between the business and our clients/third parties. The role holder must be able to assimilate the complexity of the business proposition and have a sound understanding of the regulatory framework required to run the teams.
Start Date: ASAP
Duration: Permanent
Salary: £56,500 pa
Location: Hybrid/Bath (2 days min)
Your day-to-day activities will include:
- Daily internal and external client money reconciliations & investigation
- Regulatory returns & claims, nominee and Investment Manager payment processing
- Manage the end-to-end cheque processing and banking
- Process and monitor corporate actions and administer distribution processing
- Calculate and process cash interest processing
- Manage the teams to achieve effective workflows, contributing towards an efficient execution of responsibilities
- Work with the departmental management teams to maintain a collaborative approach in achieving the departmental service level agreements (SLAs) and key performance indicators (KPIs)
- Responsible for Team Leader development through structured one-to-one sessions, appraisals and individual training and development plans
- Remain up to date on all relevant external regulatory requirements and internal processes to ensure that all team procedures remain accurate and approved
- Handle any escalated enquiries and complaints, liaising with the appropriate colleagues to achieve resolution
- Demonstrate flexibility during periods of high workloads and aid other services when required
- Support the business with user acceptance testing and disaster recovery cycles, as directed
- Achieve and actively maintain own skills and knowledge to adhere to the Training and Competency framework
- Ensure that the risk management process is promoted, supported, managed, and implemented effectively within the team
- Liaise with the Risk Team to help identify and manage risk effectively
- Working with the team and other Line Managers to define, manage and continually improve the team and business processes
- Coach and inspire to develop staff so that they can grow in line with aspirations of the business
- Involvement in recruitment activities as directed
- You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management
What Knowledge, Skills & Experience We Need:
- Strong CASS knowledge, in particular CASS 6 and 7
- Experience working within a wrap platform/investment company or similar role
- Good understanding of investments, investment products and wrap platforms
- Proven previous management experience
- Excellent drive displayed, with the ability to work unsupervised and under own initiative
- Excellent interpersonal, organisation and communication skills
- Ability to work well under pressure and to tight deadlines
- In depth financial services experience
Recs & Banking & Corporate Actions Manager in Taunton employer: The Consulting Consortium Limited
Contact Detail:
The Consulting Consortium Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Recs & Banking & Corporate Actions Manager in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and banking sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their business model and how your skills can contribute to their success. We recommend practising common interview questions related to reconciliations and corporate actions to boost your confidence.
✨Tip Number 3
Showcase your expertise! During interviews, highlight your strong CASS knowledge and previous management experience. Use specific examples from your past roles to demonstrate how you’ve successfully managed teams and improved processes.
✨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 about their job search. Let’s get you that dream role!
We think you need these skills to ace Recs & Banking & Corporate Actions Manager in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Reconciliations, Banking & Corporate Actions Manager role. Highlight your relevant experience and skills, especially around CASS knowledge and management experience. We want to see how you can bring value to our team!
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 the job description and show us your passion for the financial services industry.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use metrics where possible to demonstrate how you've made a difference in previous roles. We love seeing how you've contributed to team success and improved processes.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss any important updates. Plus, it’s super easy!
How to prepare for a job interview at The Consulting Consortium Limited
✨Know Your CASS Inside Out
Make sure you brush up on your CASS knowledge, especially CASS 6 and 7. Be prepared to discuss how these regulations impact reconciliations and banking operations, as well as how you've applied this knowledge in previous roles.
✨Showcase Your Management Skills
Since this role involves managing teams, be ready to share specific examples of how you've developed staff and improved team performance. Highlight any structured training or coaching methods you've used to inspire your team.
✨Demonstrate Your Problem-Solving Abilities
Prepare to discuss situations where you've handled escalated enquiries or complaints. Use the STAR method (Situation, Task, Action, Result) to clearly outline how you resolved issues and maintained client relationships.
✨Stay Updated on Regulatory Changes
Show that you're proactive about keeping up with regulatory requirements. Mention any recent changes in the financial services sector that could affect the role, and how you plan to ensure your team stays compliant.