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- Tasks: Support strategic projects to enhance Platform Services and improve data integrity.
- Company: Dynamic wealth management firm with a collaborative culture and ambitious growth plans.
- Benefits: Competitive salary, professional development, and a chance to make a real impact.
- Other info: Opportunity for career growth in a supportive, politics-free environment.
- Why this job: Join a new team and help shape the future of investment management.
- Qualifications: 2-3 years in wealth management, strong data management skills, and enthusiasm for financial services.
The predicted salary is between 35000 - 45000 £ per year.
Exciting opportunity to play an important role in the delivery of strategic projects to improve our Platform Services as we continue to grow our business and implement new systems, policies and controls to improve our data integrity enabling greater levels of data usage to shape future decisions.
With over £25 billion in assets under management (AUM), a team of c.400 professionals across 5 global offices, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. Beyond our direct client relationships, we also maintain a longstanding partnership with Independent Financial Advisers, providing access to our market-leading investment solutions.
We are continuing to expand with ambitious plans to double our AUM in the next 4 years based on the foundation of the quality of advice and services we provide to our clients, alongside peer-leading investment performance.
Internally we are a highly collaborative organisation free from the politics and bureaucracy of larger firms that gives everyone the opportunity to make a real difference and enhance the way we work.
To support the Head of Platform Services in the delivery of the following objectives relating to W1M’s Model Portfolios and Funds held on Platform:
- Platform Administration, execution and implementation / rebalancing of the MPS Model Portfolios
- External third-party data provider updates post-rebalancing of model portfolios on platforms
- Assisting the Head of Platform Services with the relationship management of multiple platforms
- Management of the Freshdesk Workflow Inbox for the Platform Services Team
The role reports to the Head of Platform Services within the Middle Office and will involve the direct execution of many of the processes mentioned above.
The Platform Services Team is a new team that is evolving; therefore, it is important to note that the Platform Services Specialist role will involve the execution of and/or participation in other associated investment management activities as required by Middle Office.
The role participates in the overarching Middle Office objective of reducing manual processes, improving efficiency and through this, supporting the cost-effective growth of W1M.
2-3 years + Front / Middle Office / Advisor IFA support experience in wealth management in an administration / operational capacity preferred;
- An enthusiasm and aptitude for Financial Services and a general understanding of trends and tools in the industry;
- An understanding of the importance of data management and data integrity;
- Able to operate with senior front office stakeholders as well as operations teams;
- Good knowledge of asset / wealth management;
W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.
Service Performance Specialist employer: W1M Wealth & Investment Management
Contact Detail:
W1M Wealth & Investment Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Service Performance Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at W1M or similar firms. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching W1M’s recent projects and initiatives. Show us that you’re genuinely interested in our mission and how you can contribute to improving our Platform Services.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to share your enthusiasm for financial services and data management!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re proactive and really keen on joining our team.
We think you need these skills to ace Service Performance Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Service Performance Specialist role. Highlight your relevant experience in wealth management and any specific skills that align with the job description. We want to see how you can contribute to our Platform Services!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your background makes you a great fit for our team. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Data Management Skills: Since data integrity is key for us, make sure to highlight any experience you have with data management or operational processes. We’re looking for someone who understands the importance of accurate data in shaping decisions, so don’t hold back!
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 keen on joining our collaborative team at W1M!
How to prepare for a job interview at W1M Wealth & Investment Management
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and data integrity. Familiarise yourself with the latest trends and tools in the industry, as this will show your enthusiasm and aptitude for Financial Services during the interview.
✨Showcase Your Experience
Be ready to discuss your previous experience in Front or Middle Office roles. Highlight specific examples where you've improved processes or managed relationships with stakeholders, as this aligns perfectly with what the company is looking for.
✨Ask Smart Questions
Prepare thoughtful questions about the Platform Services Team and their objectives. This not only shows your interest in the role but also demonstrates that you’re keen to contribute to the team's success and understand how you can make a difference.
✨Emphasise Collaboration
Since the company values collaboration, be sure to mention any experiences where you've worked effectively in a team. Discuss how you’ve navigated challenges and contributed to a positive team environment, which is crucial for the evolving nature of the Platform Services Specialist role.