CS Platform Specialist

Canada Life Limited
Potters Bar, United Kingdom
21 May 2022
26 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 Summary

Within Canada Life, this role will provide operational support to the Head of Customer Services (Wealth & Platform) and the Wealth Division across multiple locations both on-shore and off-shore across multiple regulatory environments. The role will
  • Provide Wealth and Platform expertise for SP product workshops and forums.
  • Support the development of, and has responsibility for, the delivery of the Wealth Customer Services requirements.
  • Cross-functional role which splits focus between continuous improvement and providing Platform and Customer Services expertise within the Transformation Programme.
What You'll Do
  • Acts as an SME and an escalation point for Wealth and Platform functionality and high risk issues.
  • Represents Wealth Customer Services and provides products/platform expertise on product workshops, in conjunction with Simplified Platform and various third party technology vendors
  • Support the management and delivery of projects within Wealth Customer Services as required by the Transformation Programme
  • Interprets both functional and non-functional business requirements, influencing and translating these into Front and Back Office fit for purpose requirements
  • Provides expert guidance through leading gap analysis and impact assessment to assist Wealth Customer Services teams with producing operational user guides
  • Uses feedback loops to identify opportunities from advisers / customers / colleagues for continual process improvement within Wealth Customer Services
  • Act as a champion for change, sharing to Senior Management industry insight and best practice understanding to help inform decision making at operational and strategic level.
  • Engages and collaborates with peers across Canada Life to ensure a consistent approach is followed. Builds networks / strong relationships. Promotes a 'one team' culture
Who You Are
  • Experience of the Platform and/or Wealth Management industry
  • Solid experience of regulatory requirements both on-shore and off-shore with understanding of the challenges of operating in different legal jurisdictions
  • Significant experience with GBST applications (Composer/CBIS).
  • Puts the Customer at the heart of everything we do. Understands Customer Services environments and what makes them effective (customer and shareholder)
  • Proven ability of understanding and contributing to the development of proposition, product and service goals.
  • Demonstrable experience of continuous process improvement knowledge and application to an organisation.
  • Proven ability to execute for results.
  • Problem Solving Skills
  • Strong Communication skills, with peers at all levels of the organisation, internal and external.
  • Analytical - proven ability to use, interpret and develop meaningful data on which decisions can be made.
  • Influencing skills
  • Excellent organisation skills and ability to meet tight deadlines, being flexible and swiftly adapting to changing organisational requirements.
  • Proficient in MS Office (including Excel).
  • Experience of JIRA / Confluence (desirable)
  • IMC or IOC
What you'll like about working here

As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You'll also receive the support you need with your personal and professional development.

Diversity and inclusion

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences

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