Earnings on positions in CURTIS BANKS
CURTIS BANKS is looking for employees for positions:
- A background in financial services and knowledge of the financial services regulatory environment
- and strong understanding of risks and controls is essential
- specific knowledge of the pensions industry is desirable
- being able to effectively manage internal and external relations, together with exchanging routine
- and non-routine information clearly and concisely is essential
- applicants must possess a high degree of interpersonal skills and be able to prioritise workloads on
- a daily basis to ensure that projects are delivered successfully to specific deadlines
- business area: Business Support
- acts as a liaison between departments in the analysis, design, configuration, testing and
- directs or participates in studies of new and existing systems and special projects to determine
- to fulfil any other reasonable requirement of the department or Curtis Banks
- designated projects or assignments
- develops policy and procedures to improve efficiency, cost-effectiveness, and/or improve internal
- identifies opportunities for improving business processes through information systems and/or non
- provides technical assistance in training
- certificate in Financial Planning level 1 (desirable – to be achieved within 18
- months of appointment)
- certificate in Financial Administration FA2 (desirable – to be achieved within 18
- able to set priorities and quality standards in own work and those under supervision, to
- consistently achieve or exceed these standards
- understands the firm's overall compliance procedures and duty to ensure effective customer
- outcomes
- high integrity and openness combined with commitment to good strong governance
- undertake and supervise daily accounts payment and receipt functions – for both SIPP and
- undertake the process for creating the VAT return on a periodic basis for review by the Finance
- perform daily bank reconciliations, allocate work items and investigate and input missing
- produce and implement a weekly work schedule for all direct reports
- manner, collections are created on the correct dates and ensuring all failure notifications are
- complete the monthly termed deposit Cash Flows spreadsheets for the group ready for
- money laundering etc.) in order to ensure all activity in the role is fully compliant with
- act as the key point of contact with the company’s bankers’ Servicing Team in relation to SIPP
- act pragmatically and carry out administrative support tasks, purely to satisfy the requirements of
- fulfil any other reasonable requirement of the department or Curtis Banks Ltd
- certificate in Financial Planning or equivalent
- certificate in Financial Administration FA2
- able to communicate effectively both verbally and in writing
- good people and interpersonal skills to build up effective relationships at all levels internally
- and externally
- ability to plan own and team’s workload to meet business requirements and service level
- understanding of the pensions market and the rules that surround personal pensions
- agreements
- well as strategic initiatives requiring support to plan, review and deliver
- maintain and develop contact with internal and external stakeholders to ensure accurate
- ad hoc support to formal business projects
- to manage the team in accordance with the Company’s policies and procedures, so that the
- requirements of the team
- to manage the team in accordance with the Company’s policies and procedures so that the
- in line with the company’s policies and procedures, ensure that team members are
- interact with customers via both telephone and in writing, politely and efficiently in order to
- convey a positive image of the business and to build customer loyalty and enhance customer
- relations
- respond to customer enquiries via both telephone and/or in writing, ensuring that the enquiry
- is fully understood and provide information in order to satisfy customer needs
- undertake and perform a range of straight forward transactions associated with customers such
- that all transactions are made accurately and promptly
- complete customer based information and feedback such that
- to obtain the Life and Pensions Foundations certificate within 12 – 18 months
- able to communicate effectively both verbally and written
- good people and interpersonal skills to build up effective relationships at all levels internally
- and externally
- ability to plan own workload to meet business requirements and service level agreements
- ability to work well and keep calm under pressure
- ability to understand the needs of our customers and be focused around customer outcomes
- relevant work experience
- to undertake day to day activities within the property team to meet customer requirements and
- assistant Property
- to interact with customer and third party enquiries in a professional, fair and consistent manner via
- ensure customers are provided with relevant information at appropriate times throughout the life of
- to maintain and develop contact with internal and external customers by both telephone and email
- to obtain the Life and Pensions Foundation Certificate within 12 – 18 months
- ability to communicate effectively both verbally and in writing
- good people and interpersonal skills to build up effective relationships at all levels internally and
- contract | Permanent
- permanent
- complete quality audit checks on the level of service being provided by the business, through
- telephone calls and written communication methods
- analyse root causes of communication so that any failures to meet customers’ reasonable
- expectations are identified and information given to relevant areas to enable changes to be made
- identify and recommend improvements to current working processes and procedures within own
- team and other business areas
- undertake preliminary assessments of information, documents and requirements including sourcing
- information, technical inputs and other research, then make or take the related decisions within
- fulfil any other reasonable requirement of the department or Curtis Banks
- direct debit set up
- identify and process unassigned items; including 3rd party, adviser or client contact
- ensure all items on the “Health Check” reports are fully cleared down on a daily basis
- include the identification of receipts, the management of direct debits, the identification and
- ensure that internal deadlines are met, escalating to Senior Administrator or Team Leader any issues