About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
The purpose of this position is to assist the Corporate Actions team in their business-critical daily responsibilities. A mixture of operational and regulatory focus provides a varied and interesting role for someone who has experience in this area, or for an ambitious and talented individual who wants to progress in this direction and has some knowledge of finance.
The successful candidate will be key in both delivering team and individual targets within the appointed timescales and to the highest standards.
Key Responsibilities
- Responsibility for the completion of the core team processes.
- Corporate Action processing.
- Distribution processing.
- Cash Interest processing.
- Liaising with third party providers such as Fund Managers, Transfer Agents, and Auditors.
- Achieve departmental service level agreements (SLAs) and key performance indicators (KPIs).
- Demonstrate flexibility during periods of high workload, assisting other services when required.
- Support the business software infrastructure with user acceptance testing and disaster recovery cycles.
- Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards.
- Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients.
- Liaise with Investment Managers, designated Stockbrokers, and other associated third-party providers.
- Ensure that the Treating Customers Fairly (‘TCF’) principles are adhered to, supporting Customer Service improvement initiatives, raising any areas for concern with either line manager or Compliance
You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management.
About You
Specialist Skills, Qualifications and Experience:
Essential
- Good attention to detail.
- Excellent interpersonal, organisation and communication skills.
- Ownership and accountability.
- Proactive and driven.
- Working knowledge of Excel.
- Ability to work well under pressure.
Desirable
- Investment Management Certificate (IMC), Investment Operations Certificate (IOC) or equivalent industry recognised qualification.
- Financial services experience.
- Understanding of investments and investment products.
Core Competencies
- Operational Excellence: Continually delivering and improving excellence for all clients and customers.
- Client and Customer Focus: Add value to client/customer, adhere to Treating Customers Fairly principles, and operate as a true business partner.
- Communication: Communicate clearly and concisely, tailoring content and style, with ability to make a positive impression on others.
- Working with others: Working successfully with others and building a network of good relationships in order to achieve shared goals.
- Performance Focus: Demonstrate energy and enthusiasm, takes ownership, delivers results and improves personal performance.
Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
