Financial Monitoring Senior Administrator

The opportunity

As the Financial Monitoring Senior Administrator you will maintain and report on Appointed Representatives (AR) related activities and provide support to the Financial Monitoring Assessors where required.

You will support the assessment of the solvency and fitness and propriety of all the Appointed Representatives (AR). Supporting the assessor, as required, in understanding and interpreting financial monitoring risk. As well as provide advice & guidance in support of the assessment of an AR ‘fit and properness’ and commercial risk.

This is a 12 month fixed term contract hybrid role based in our Swindon office, where you will be required to work from the office two days a week.

The benefits:

Salary - £24,000 - £30,000
Bonus scheme - on target bonus - 7.5%
Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
Critical illness cover
Income protection - 1x salary
Death in service - 4x salary
25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

Collate and maintain accurate Appointed Representative (AR) financial monitoring data.
Effective management of the appropriate mailboxes on daily basis.
Collate and maintain complete audit trails of AR financial monitoring data collection.
Comply with GDPR rules specifically data retention.
Administration support to Assessors.
Production and monitoring of reports.
Ensure audit actions are completed by given deadlines and to the required standards.

What will you need to succeed?

Experience in a financial services organisation.
Experience of working with MI
Competent in all aspects of Microsoft Office including Excel.
Using initiative to support the Assessors.
Ability to build and maintain strong working relationships.
Ability to organise own workloads.
Strong written and verbal communication skills
Strong relationship and interpersonal skills
Ability to remain calm under pressure.
Ability to prioritise and organise.
Strong attention to detail.

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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Financial Monitoring Senior Administrator

The opportunity

What will you need to succeed?

Why us?

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