The Servicing Oversight Team is responsible for overseeing the provision of ongoing servicing across Quilter Financial Planning through Continuous and Regular Monitoring
Job Summary
The Servicing Oversight Team is responsible for overseeing the provision of ongoing servicing across Quilter Financial Planning through Continuous and Regular Monitoring.
Key responsibilities include monitoring daily servicing alerts, managing adviser responses, reviewing tasks, and investigating anomalies to ensure adherence to processes.
The role requires a broad understanding of financial planning markets, excellent organisational skills, a strong eye for detail, and the ability to work collaboratively to deliver exceptional service.
Matching Summary
The Servicing Oversight Team is responsible for overseeing the provision of ongoing servicing across Quilter Financial Planning through Continuous and Regular Monitoring.