Job Description
Forming part of the Client Accounts department, the withdrawals team are responsible for all cash withdrawals made from clients' accounts. We are the team that process Online, Telephone and Written withdrawals requests from clients as well as Transfer Out Payments to other providers and payments to Executors or Solicitors for Estates. We also manage all LISA withdrawals and live reporting to HMRC. We do so, ensuring we comply with the relevant anti-fraud and money laundering regulations and carry out due diligence to protect our clients' money. For the right individual there is an opportunity to develop a range of skills and pursue further professional qualifications. You will acquire knowledge of, and learn to use, back office systems such as Broker Focus. Through keeping error rates low and carrying out processes diligently, you will ensure that HL delivers the best outcome for our clients. You will also help devise improvements to existing processes and implement change.
What you'll be doing
1. Ensure payments for client requests are processed timely, accurately within daily deadlines
2. Investigate and complete queries in a timely manner, provide updates and escalations of queries internally and externally, keeping stakeholders informed of any issues or difficulties
3. Responsible for the correct recording and updating of queries including the identification and...