Operations/Settlements Supervisor

Equifind are partnering with a fast growing, Wealth Management firm based in the City of London, who are looking to hire a Permanent Settlements Supervisor.

Our client is looking for an aspiring Settlements Supervisor and will consist of a remote working pattern being based 2-days in the office, 3-days WFH, remotely.

Situated in the biggest financial district of London, this Wealth Management focussed firm provides both opportunities and growth to further your career. After a run of record-breaking years, the organisation is now looking to grow by number of employees in 2025, making it a very exciting time to join the business.

Duties & Responsibilities:

The key responsibilities for the Permanent Settlements Supervisor working for this dynamic Wealth Management firm based in the City will be:

• Liaise with the sales team and clients to resolve trade and settlement queries.
• Confirm and upload new beneficiary bank details, following our internal procedures.
• Set up multi-currency payments across a variety of providers.
• Action FX swap drawdowns and rollovers when requested.
• Allocate incoming client funds in a timely manner.
• Log FX trades onto our internal systems before close of business each day.
• Ensure transaction data is recorded correctly across internal systems.
• Identify and escalate any issues or queries, both internal and external.
• Collaborate with team members, whilst sharing ideas and feedback in a drive to better themselves and the team.
• Create reports for both internal and external use.
• Submit payments up to a value of £500K.
• Investigate any issues or queries and escalate where necessary.
• Assist in the testing and implementation of new systems/system updates.

Application Criteria:

• Anything from 12-24+ Months experience within financial services (Wealth Management).
• Strong Maths skills.
• Methodical with a strong attention to detail.
• Excellent communication and customer service skills.
• Confident communicating to clients both over the phone and on E-Mail.
• Self-motivated, with the ability to work independently whilst also working well within the team.
• Confident using Microsoft Suite (Excel, Word, SharePoint...)
• Must have the ability to adapt to new challenges and thrive outside of their comfort zone whilst also remaining calm and focused.
• Must be diligent, proactive, and committed.
• Have an ambition or real desire to pursue a career in Settlements and eventually head up the Settlements function.
• Exposure to multi-currencies is a plus.

Compensation:

This Permanent Settlements Supervisor role based in the City will be paid a competitive market based salary of between £45,000 - £55,000 PA.

• Discretionary quarterly bonus
• Subsidised gym membership
• Employer pension contribution
• 25-days annual leave
• Full study support