Reconciliations Team Manager
Brighton • Permanent
Updated - 24/09/2008
- Effectively manage a Reconciliations team ensuring that all individual and team targets, service level agreements and objectives are met.
- Ensure that the Society’s 5 core values; Respect, Honesty, Professionalism, Customer Focus and Commercial Awareness are an integral part of service delivery and run through all aspects of the team’s daily workloads.
- To ensure all reconciliations are completed in and documented with adequate back up information, with discrepancies properly identified and corrected in a timely manner.
- To ensure regulatory returns are completed correctly in a timely manner.
- To ensure processes, procedures and FSA and HMRC regulations are adhered to.
- To ensure any breaches in regulations caused by the team are identified, resolved and properly recorded in a timely manner.
Who we're looking for
The ideal candidate will be self-motivated, results driven and have a background in Investment Administration, a good working knowledge of HMRC CTF, PEP, ISA and FSA regulations and Intermediate/Advanced Excel skills. As this is a designated T&C role under FSA regulations, the successful candidate will be required to take and pass related exams within a set period of time.
About our client
Family Investments is a specialist provider of tax efficient savings products and they are the UK’s favourite Child Trust Fund (CFT) provider with CFT’s for over 550,000 children. Family Investments has a flexible, family orientated approach and award winning community programme which has established them as an employer of choice in the Brighton area. Family Investments believe in treating their customers fairly and helping families invest for their future has always been at the heart of the business for over 30 years.
What's on offer
Salary £24000 - £27000 and an excellent benefits package
Page Personnel Contact
For more information or to apply, phone: 01273 819 117. Alternatively, email brighton@pagepersonnel.co.uk, quoting Job Ref: 6000733