• Job Description

  Req#: 858485

  At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

  Come join us in delivering better outcomes for our clients around the world!

  What is the New Business Onboarding team responsible for?

  Sitting in Franklin Templeton’s asset management and fund distribution area this team support the full lifecycle of client onboarding to ensure our clients receive a top tier service when coming on board. The team supports UCITS Funds, AIM Funds, Variable investment Trusts and Model Portfolio Structures. As a New Business Onboarding Analyst, you’ll work closely with various partners globally and will report into a London based manager. This is a 12-month Temporary Contract.

  What are the ongoing responsibilities of a New Business Onboarding Trainee?

  Full training will be provided

  • Support the life cycle of the Client Onboarding, this will involve interaction with all business partners to ensure the process is run efficiently and to provide the client with top tier client service. This will include:

    • Screening, approvals, agreement review, agreement negotiation, agreement implementation, system setup, TA account setup and Agreement audit etc.

  • Support with UK Consumer Duty requests and data provided for this new regulatory requirement in the UK

  • Assist with enquiries and provide solutions to issues that may arise (internal and with the client)

  • Assist sales, operations, finance, clients and others with contractual fund availability and pricing/rebate/service fee questions (internal and external)

  • Definition and documentation of cross functional roles and responsibilities pertaining to intermediary lifecycle

  • Handle large-scale time sensitive legal/regulatory or other projects

  • Conduct initial and ongoing due diligence reviews of financial intermediary business partners to mitigate risk and ensure compliance with policies and best practices. Includes escalation and resolution of any identified issues with compliance, legal, sales and the client

  • Follow, review and continually update standardised protocols surrounding agreement content and internal department procedures

  • Development and maintenance of online procedure manuals (SharePoint)

  • Accurate and timely entry, maintenance and retention of all agreements, documents, and key data points in contract management system

  • Respond to internal and regulatory audit queries

  • Lifecycle review/termination of business arrangements

  • Assist in preparation and presentation to senior management or sales/other groups of reports and updates

  What qualifications, skills and experience would help someone to be successful?

  • Good communication skills, with an ability to communicate with people on all levels in and outside the company with enthusiasm- organised willing to learn and enthusiastic.

  • Good time management and attention to detail

  • Ability to multitask while working both in a fast paced, team focussed environment and independently

  • Comfortable using software applications and research tools (e.g. Word, Excel, Outlook, and PowerPoint)

  Investment20/20 Programme information

  You will join as a trainee as part of the Investment20/20 one-year programme . As part of the Investment20/20 programme, you will have opportunities to meet and network with trainees across the industry.

  #ENTRY_LEVEL

  #LI-Hybrid

  #LI-UK

  Experience our welcoming culture and reach your professional and personal potential!

  Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

  Hear more from our employees

  We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.

  Learn more about the wide range of benefits we offer at Franklin Templeton

  Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

  As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

  As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

  
  If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

• About the company

  Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

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