Job Details  
Advertiser: IFDS

Job Title: Client Financial Reporting Team Leader
Rate:£ Per Year    Benefits: Competitive
Description: * Ensuring team meet all daily, weekly and monthly objectives
* Staff Supervision including monthly reviews, objective setting and escalating HR related matters to management
* Assist and identifying and implementing improvements to the team for daily processes
* Actively monitoring and chasing of outstanding items

Acting as first point of escalation for internal and external queries


* Reference salary based on experience and in line with the ACE salary progression scheme
* 20 Days holiday (increasing by 1 day for every year’s service up to a maximum of 25 days)
* 6% non-contributory pension scheme
* Life Assurance (4 x salary)
* Single person healthcare
* Flex benefits scheme

Main Responsibilities

* Ensuring DST meets client expectations in line with Service Level Agreements (SLA’s) and Key Performance Indicators (KPI’s)
* Supervising team to ensure accurate timely completion of all daily/weekly/monthly tasks. Ensuring all checklists are completed and signed off.
* Work with management team to ensure all staff training is up to date and competencies are achieved
* Statistical returns – oversight of the provision PSD (Product Sales Data) and IMA (Investment Management Association) returns.
* Establish and maintain excellent working relationships with all teams/departments associated with investigatory work
* Ensure departmental procedures are up to date and adhered to
* Supporting introduction of new starters within the team, and working with management to ensure system access is provided
* Carry out and document staff one:one’s on a monthly /quarterly basis
* Assist with audit requirements and overviews
* Assist with client visits and overviews when applicable
* Dealing with staff related issues and escalating to Management if required
* Working with management ensuring team is fully resourced on a daily basis including management of holidays and month/year end business requirements

Maintain regular communication with other team leaders and management to achieve consistency within the department

Ideal Candidate


* A good understanding of reconciliation’s and double entry book-keeping
* Ability to work on own initiative and as part of a wider team
* Strong Team Leading experience
* Ability to manage staff with a calm professional approach
* Coaching mentoring skills
* Good communication skills
* Forward thinking/planning into Management
* Ability to lead meetings and workshops
* Organised and methodical approach to planning and the completion of tasks
* Accuracy and attention to detail
* Problem solving skills
* Proactively looks to expand on existing knowledge


* Good understanding of DST practices
* Good knowledge of DST systems (eg Fast/FSU/Frontier/AWD)
* Full IOC qualification
* Knowledge of Regulatory requirements
* To study for a relevant accounting qualification, such as AAT.
Skills Required: Bookeeping, Team Leader, Finance, Reporting, Accounting
Job Type: Permanent
Start Date:     Duration:
Contact: DST Systems Contact E-mail: Click
Contact Tel: Contact Fax:
Reference: DST/TP/17447/10265 Added: 24-11-2017
  IMPORTANT: For jobs based in the UK it is unlawful to employ a person who does not have permission to live and work in the UK. Please ensure you have this permission before applying, unless the advert states otherwise.
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