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Financial Administration Apprenticeship (Registration)

  • Job reference DST/TP/57366/12273
  • Job type Full Time
  • Sector Apprenticeship
  • Location Basildon
This vacancy has now expired.

A fantastic opportunity to join one of the fastest growing and largest employers in Essex! Join us as an Apprentice with full training and support from day one!

SS&C (DST) offers a fully paid Apprenticeship leading to Level 2 in 'Investment Operations' and the first paper of the globally recognised IOC qualification! All training is via E -Portfolios/webinar/on the job. No attendance at college is needed and you will be amongst many other current and former Apprentices, so with great support!

Upon successful completion of your Apprenticeship an internal development scheme awaits you at SS&C (DST), and with it, the ability to climb the career ladder further!

Package

  • Starting salary of £12,500 followed by regular reviews and increases, leading to £16,350 once complete
  • Fully paid training and qualifications
  • Contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme
  • Discount scheme
  • Sports and Social membership
  • On-site canteen
  • Free on-site parking

Main Responsibilities

This apprenticeship opportunity is in our Basildon office and sits within our Registration team.

The Registration Team make the relevant updates to the register and respond to customers, IFAs or third parties accordingly. As part of this team you must be able to work within strict guidelines and in line with Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).

The Registration business area is made up of a number of different processes:

  • Anti-money Laundering - To identify the required documents needed to verify clients' identity in accordance with money laundering regulations.
  • Settlements - Settling deals within regulatory timescales, making payments to the correct location, acceptance of registration documents and the application of coverall agreements and alternative payment mandates
  • Client and Agent Maintenance -To identify the required documents/instructions needed in order to make relevant updates to the register
  • Estate Maintenance - To identify the required documents needed in order to make relevant updates to the register and provide information to assist the completion of the administration of the estate. To enable the correct issue of distribution payments following the death of the investor
  • Legal Documents - To identify the required documents needed in order to make relevant updates to the register for living clients such as powers of attorney and communicating the impact of the updates
  • Regular Savings Facility - To identify the required documents needed in order to set up and maintain Regular Saving and Regular Income Plans. Complete the required actions on receipt of direct debit rejections
  • Residency - To request and record the tax residency information for both retail and corporate clients.

Ideal Candidate

  • Essential - GCSE grade C or above in both Mathematics and English Language
  • Good general computer skills including basic Word, Excel and email (plus any experience of using an in-house database is a bonus)
  • The ability to work to daily/weekly deadlines and follow strict processes
  • Strong accuracy and attention to detail
  • Good communication skills
  • Above all the desire to learn and an eagerness to begin a career in the financial services sector!
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