Description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Purpose

• Overall knowledge of the Investment Operations Department; Processing account opening, trade settlement, cash reconciliations, asset review, security set up, AML requests, monitoring standing data, dividends, corporate actions.
• Execute on behalf of Canada Life policyholders in line with Company service standards and the Canada Life Investment Governance Regulations
• Ensure investment transactions and client instructions are executed in the market within the expected timescales
• Ensure the timely settlement of all investment transactions and to accurately administer external custodian accounts and custody records
• Communicate with our customers and external counterparties to ensure all requirements are met
• Accurately notify our policyholders and their advisers of any changes to their investments and assist with the co-ordination of their responses and onward instruction to the market
• Maintain technical knowledge to facilitate rotation within Investment Operations teams to ensure service levels are maintained
• Care for our customers by providing a high quality of service that is accurate and within stated timescales
• To support the Team Lead / Management Team by delivering training and coaching to team members
• To ensure that we provide a service to our customers in line with our Company values

Key Accountabilities

• To ensure that all investment activity and instructions are recorded, executed, settled and reconciled in a timely and accurate manner
• To provide product and fund information, undertake tasks in response to customer requests, amend and maintain accurate company records, ensuring that legislative, customer and Company requirements and service standards are met
• Ensure all internal and external communications demonstrate service excellence and keep our customers accurately informed
• To deputise and represent the Team Leader, ensuring customer commitments are met. To act as a positive role model within and outside of Investment Operations
• Keep us safe by ensuring our internal controls and processes satisfy Canada Life Governance and regulatory requirements
• To train, coach and mentor new and existing team members, taking ownership of training plans
• Drive for results by continually review and improve the department’s processes and procedures to ensure service levels are maintained and, where appropriate, enhanced in line with Company policies, regulatory, professional and legal requirements
• To maintain a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams as and when required to ensure service levels are maintained
• To co-ordinate, contribute and represent Investment Operations in ad hoc projects
• To liaise and develop working relationships with other business areas across Canada Life and with our external counterparties as needed

• Diligent and conscientious in the accuracy of their work, excellent attention to detail
• Excellent written and verbal communication skills
• Excellent Customer Service skills
• Previous experience in training and coaching
• “Can Do”, proactive attitude
• Ability to operate in a fast paced, dynamic environment and able to work under pressure
• Intermediate knowledge and experience of MS Office
• Financial Services experience and/or Investment knowledge - desirable
• Minimum 5 A* - C / 9 – 4 Grade GCSEs (including English and Maths) or equivalent – essential
• CISI Introduction To Securities - desirable not mandatory