INTEGRITY RESOURCE SOLUTIONS

Responsibility

• the Business Analyst will be responsible for
• business analysis - data and functional review of systems to support later requirements
• business and Process analysis
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• requirements - as both author and to peer review other requirements
• business analysis
• business system design and business systems consultancy to support change, client’s business models and strategic/new business propositions
• delivery - supporting the delivery team and as client liaison to successful implementation
• process analysis
• pre implementation - support our operation teams with business readiness tasks, training manuals etc
• working with differing development and project delivery methodologies
• post implementation - support our application support teams on defect triage
• estimates - Coordinate and/or input to estimates process, working with project managers to secure approvals
• internal initiatives - business cost analysis and proposals to senior management to reduce overall business costs
• lead discovery and requirement gathering meetings, driving requirements to conclusion and client approvals
• create business requirements documents or user stories and acceptance criteria, process models and design specifications to support the development, enhancement, testing and delivery of IT systems

Requirements

• agile
• analyst
• business Analyst
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• financial Services
• change Management
• pensions
• wealth Management
• transfer Agency
• proven IT analytical and system design skills based on various analysis methodologies
• transfer Agency Experience
• solution Design Experiance
• client facing
• logical database modelling and design
• proven champion of change
• working experience of Analysis and Design methodology
• sound understanding of our systems and technology infrastructure, both current and proposed
• experience of working in Agile methodology and documenting user stories and acceptance criteria
• web services and integration experience would be ideal but not a necessity
• 3 years’+ experience in Financial Services, ideally within Life & Pensions or Wealth Management
• 3 years’+ experience in Financial Services, ideally including business and technology roles

Earnings for position business analyst

Responsibility

• our client, a leading national IFA are looking to recruit an IFA Administrator to support their Financial Advisers
• the purpose of this role is to provide comprehensive pre and post-sales support to Financial Advisers
• your primary responsibility will be to deliver exceptional support to clients in a professional, efficient, and compliant manner
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• obtain necessary illustrations, key features, and application forms from Platforms & Providers as required
• arrange for the appropriate dispatch of client documentation to clients or product providers
• accurately maintain client personal details and policy information, ensuring updates are reflected in the back office system
• prepare new business applications in accordance with the company's standard operating procedures and compliance handbook
• you will ensure the accurate processing and completion of client documentation and requests within designated timeframes, adhering to the compliance guidelines set by the company
• handle and respond to written, telephone, and electronic inquiries from IFAs, colleagues, clients, and providers
• provide timely and accurate information to clients, while collecting necessary new business and existing policy information from clients when required
• compile client meeting packs, including essential documents such as valuations, client agreements, fact finds, risk questionnaires, and profiles for Advisers to utilize during client meetings
• cultivate and maintain relationships with providers to ensure a professional service
• issue signed letters of authority to providers and obtain standard policy information. Update client policy records upon receiving information via the back office system
• address any fee and commission queries from the Finance Department that arise as a result
• generate accurate client valuation schedules regularly and on an ad-hoc basis and input them into the back office system
• effectively manage a diary within the back office system to ensure all activities are planned and executed promptly
• to be responsible for the opening, scanning and distributing the post working within the company timescales
• to operate within and conform to the Company’s existing and continually developing operating systems and procedures and contribute to their further development where required, through participation in Procedural Workgroups
• where necessary
• proactively inform Advisers and the Operations Manager of any client-related events and issues in a timely manner
• to ensure that Advisers and the Operations Manager are informed of any client related events and issues in a timely manner
• to carry out any other reasonable duties as requested by line management or directors
• to arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate. To update Intelligent Office client records with the amendments
• to report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them
• perform other reasonable duties as requested by line management or directors
• maintaining relationships and contacts with providers to ensure a professional service
• ensuring all scanning of hard copy files is completed accurately /readable
• provide cover and perform duties for other Administrators within the team during their absence
• undertake projects as assigned by the business, which may involve areas such as Platforms/Providers, Investment Committee, and New Business
• promptly report any compliance issues or suspected compliance breaches to the Compliance Manager upon becoming aware of them
• to accurately maintain client personal details and policy information and update on Intelligent Office
• to provide cover and carry out duties for other Administrators in the team, in their absence
• projects - carry out projects as required by the business which may include the following key areas
• experience / Skills Required

Requirements

• excellent written and verbal communication skills
• strong client-centric approach
• highly organized and self-motivated
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• sound industry knowledge
• keen attention to detail
• accurate data entry and record-keeping abilities
• financial services: 2 years
• willingness to pursue professional qualifications
• administrative: 2 years

Earnings for position ifa administrator

Responsibility

• taking primary responsibility for managing higher risk cases
• presenting to Credit Committee a concise view/overview of problem loan situations. including file strategy, assessment of options and recommendation
• taking responsibility for documentation/deal execution
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• carrying out provision assessments on non-performing loan cases
• working closely with and supporting the Senior Managers on high profile and higher risk cases
• attending Watchlist review forums and follow up meetings with the customer and Relationship Director where the credit is showing early warning signs of deterioration
• being responsible for line management responsibilities for technical analysts
• what you’ll bring

Requirements

• credit Risk
• risk Models
• insolvency
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• restructuring
• experienced within Restructuring or Credit Risk/Structured Finance, and of dealing directly with customers
• very good analytical skills particularly in cashflow lending
• knowledge of UK insolvency processes
• confident and articulate communication
• strong problem-solving skills
• good negotiation skills
• knowledge of Bank products and deal structures including inter-creditor positions

Earnings for position credit manager

Responsibility

• set project timeline
• monitor project deliverables
• update relevant stakeholders or team members on the project progress
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• coach and support project team members with tasks you assign them

Requirements

• bachelor's Degree or equivalent experience
• financial Services Experience
• strong business acumen in project planning and management
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• strong verbal, written, and organizational skills
• experience in the analysis and design of financial service processes and procedures
• attention to detail with sensitivity to the importance of accuracy and timely delivery to meet business needs
• an open collaborative style with customers, as well as team members, operations, developers and client services personnel

Earnings for position project manager

Responsibility

• achievement of agreed sales and operating objectives
• carry out regular reviews with your customers
• expand existing customer base through referrals and other agreed direct sales strategies
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• contribute at regular team meetings with the Area Manager and Financial Advisers
• complete sales documentation using in-house computer systems
• act in accordance with the company’s Code of Conduct for Financial Advisers
• able to build and maintain strong customer relationships
• sales background, previous experience in financial services would be advantageous, but not essential

Benefits

• company car

Earnings for position sales executive