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OVERALL SUMMARY Join TrinityBridgeas a member of the Client Onboarding & Data Maintenance 3rd Party team which is part of the Wealth Planning Services area of the business and responsible for client onboarding and client data maintenance. This covers Third Party (custody and non-custody). However the role may be extended to include working with TrinityBridge products. The team is responsible for validation of instruction business submission third party administration accurate and timely data input managing workflow and 3rd party provider relationship management. Complete and error-free input will be essential to establishing new relationships on the right footing. RESPONSIBILITIES • Accurate and timely processing of business for new and existing clients. This includes but is not limited to validation of client instruction new client/portfolio set ups online access set up ongoing fee arrangements income preferences bank account recording and all other applicable data items., • Accurate and timely processing of existing client static data changes including but not limited to change of address change of bank details ongoing fee amendments and online access maintenance., • Appropriate and regular follow up to business submissions/data update requests and recording of progress updates., • Cash Management for plans where cash requirements for outgoings must be managed manually., • Daily interaction with Xplan and Third Party systems adhering to applicable SLAs and workflow management., • Adherence to all departmental procedures., • Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively., • Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures., • Assist the Incident Management and Service Management Teams in the resolution of queries., • Participation in the Appraisal and Development Scheme., • To inform Line Manager of areas of concern and issues that may arise., • Previous Financial Services experience specifically in a Wealth Management business would be a key advantage as would experience in working with investment products wrappers and platforms., • High levels of accuracy and attention to detail, • Ability to work quickly and accurately within very tight deadlines and prioritise effectively, • Good team player with the ability to work on own initiative and willing to respond to varying requests, • Flexibility and availability to work overtime during peak workload periods, • Excellent communication skills (written and verbal), • IT proficiency, • Proactive nature to gain efficiencies, • Previous data entry and paperwork checking experience desirable., • Previous customer/client service experience would be an advantage. At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you. #LI-EM1 #LI-SY1 #LI-JJ1 The Company At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive. We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience. We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at___ We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at OVERALL SUMMARY Join TrinityBridgeas a member of the Client Onboarding & Data Maintenance 3rd Party team which is part of the Wealth Planning Services area of the business and responsible for client onboarding and client data maintenance. This covers Third Party (custody and non-custody). However the role may be extended to include working with TrinityBridge products. The team is responsible for validation of instruction business submission third party administration accurate and timely data input managing workflow and 3rd party provider relationship management. Complete and error-free input will be essential to establishing new relationships on the right footing. RESPONSIBILITIES • Accurate and timely processing of business for new and existing clients. This includes but is not limited to validation of client instruction new client/portfolio set ups online access set up ongoing fee arrangements income preferences bank account recording and all other applicable data items., • Accurate and timely processing of existing client static data changes including but not limited to change of address change of bank details ongoing fee amendments and online access maintenance., • Appropriate and regular follow up to business submissions/data update requests and recording of progress updates., • Cash Management for plans where cash requirements for outgoings must be managed manually., • Daily interaction with Xplan and Third Party systems adhering to applicable SLAs and workflow management., • Adherence to all departmental procedures., • Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively., • Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures., • Assist the Incident Management and Service Management Teams in the resolution of queries., • Participation in the Appraisal and Development Scheme., • To inform Line Manager of areas of concern and issues that may arise., • Previous Financial Services experience specifically in a Wealth Management business would be a key advantage as would experience in working with investment products wrappers and platforms., • High levels of accuracy and attention to detail, • Ability to work quickly and accurately within very tight deadlines and prioritise effectively, • Good team player with the ability to work on own initiative and willing to respond to varying requests, • Flexibility and availability to work overtime during peak workload periods, • Excellent communication skills (written and verbal), • IT proficiency, • Proactive nature to gain efficiencies, • Previous data entry and paperwork checking experience desirable., • Previous customer/client service experience would be an advantage. At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you. #LI-EM1 #LI-SY1 #LI-JJ1 The Company At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive. We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience. We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at

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