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Settlements Manager / Team Leader – Leading financial services organ...

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Posted By: Resource Direct
Address:
Contact: 0117 914 9999
Date Posted: 26th Sep 2008
Salary: Circa £30,000 to £35,000 + Bonus and benefits
Location: Bristol
Reference Code: EGBM/0808/002
Views Since Posting: 63
Full Description:

Resource Direct is currently looking for an experienced manager / team leader to establish, run and lead a settlements / processing department within a large and reputable financial services provider. You must have knowledge of trade settlements processes and cash processing and must have dealt with and worked with IFA firms.

The company is an international provider of financial and investment services. They employ over 12,000 people and have offices in over 20 countries around the globe.

The role sits within the operations department and the team is responsible for the accurate and timely processing of client and counterparty cash flows. It is the responsibility of the manager / team leader to run the team, set the standards the company wishes to attain, embed the service culture and take an active part in growing the function.

Duties and responsibilities include but are not restricted to:

• Active management of trade lifecycle and exception processing
• Processing of settlement payments relating to market counterparties and to clients as appropriate
• Monitoring and actively controlling debtor and creditor levels
• Processing corporate action events within the regulated timescales
• Problem solving and issues resolution
• Calculation of trail commissions due, collection of these monies and allocation to advisers and clients
• Building relationships with market counterparties and their support staff
• Manage the team and ensure that standards are maintained
• Assist with the training and induction plans
• Assist in growing the team

To apply for this role you need to have previous settlement experience and an IAQ qualification is also desirable. You must have experience of working with IFA firms and need experience of working within financial services at a management level.

You will be rewarded with an impressive basic salary and bonus structure of circa £30,000 to £35,000. You will receive comprehensive support and be given the autonomy to directly influence the growth and development of the department.

This is a unique opportunity to be part of an exciting new operation in Bristol with serious financial backing and the support of a leading international organisation.

For further information, to register you details and to apply for a telephone interview contact Ed at Resource Direct on 0117 914 9999 or email ed.garrett@resourcedirect.co.uk

We endeavour to respond to all successful applications within 48 hours. If you wish to check the status of your application after this time please contact us on the number above.

Resource Direct is acting as an agency for the purpose of this vacancy.