Service Delivery Review Administrator

Location: Chester, Carlisle, Birmingham or Leeds, United Kingdom. Other locations listed: Manchester and Liverpool.

Company

hirify.global is a UK wealth management business providing discretionary investment management, financial advice, investment platforms, multi-asset investment solutions and fund management for private clients, charities, trustees and professional partners.

What you will do

• Plan and manage weekly review report tasks.
• Gather plan information from product providers online, by phone and in writing.
• Update the Xplan client relationship management system and produce detailed review reports using research tools and technology platforms.
• Check work for accuracy and hand completed reports to Financial Planners.
• Manage queries from support teams regarding reviews due or in progress.
• Work with Financial Planners, regional support teams and the wider Service Delivery team while meeting internal service levels and FCA guidelines.

Requirements

• High attention to detail and accuracy, supported by strong written, numerical and analytical skills.
• Experience producing accurate, detailed reports or documentation and managing information to a high standard.
• Ability to handle sensitive information accurately and professionally while maintaining quality and compliance standards.
• Excellent interpersonal and communication skills, including professional communication with providers, advisers and colleagues by phone and email.
• Ability to work at pace, manage changing priorities and use a variety of systems and technology platforms.
• Strong problem-solving skills and the ability to learn quickly and apply knowledge gained through training and experience.

Nice to have

• Proficiency in Microsoft Word and Excel for document creation, data handling, reporting and information management.
• Experience with CRM systems and Xplan.
• Experience or knowledge of working with financial product providers and/or advisers.
• Financial Services industry knowledge or experience, including investments, pensions and/or protection products.
• Understanding of different types of investments, pensions and protection plans.

Culture & Benefits

• Permanent full-time employment with training and development provided.
• 26 days of holiday, equivalent to 182 hours.
• Employee incentive scheme and non-contributory pension scheme.
• Private medical insurance, life assurance at four times salary and income protection at 75% of salary after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction.
• Inclusive culture focused on integrity, curiosity, challenge, collaboration and equal opportunities.