About the opportunity
The Global Documentation Management team is part of the Outbound Correspondence cross-functional team (OCT) and responsible for the production of documents to support the Fidelity business, as well as B2B reports and forms. We have 4 key functions:
Pre-processing and B2B reporting
Post Processing and Support
Form production and maintenance
This role sits across all these functions and includes any new initiatives.
Fidelity is delivering a multi-million-pound investment programme in its UK Platform business over the next 3 years driven by the objective of placing the customer at the heart of the business and significantly improving the customer experience. As part of this investment programme Fidelity plans to transform the documentation that it sends to customers. To achieve this transformation a new Customer Documentation team is being established as a shared service and centre of expertise for the UK business. The new team will be supported by a major investment in a state-of-the-art new customer document composition system.
The Technical Analyst is responsible for building the relevant documentation templates in Smart Communications composition tool and the end to end configuration and delivery. The analyst will need to understand the documentation process and ensure the relevant data streams align and drive the end output. The role will work closely with the operations, technical and business teams in ensuring the ongoing improvement of our documentations.
By virtue of having depth knowledge of the process/procedures/systems and related departments, the individual is able to act as a key contact to work of change agenda using client communication tool (Thunderhead)/Smart Communications
Individual understands, articulates and implements best practices related to their process/tasks
Review process issues and provide appropriate recommendation which leads to scalable and practical solutions that can be integrated with the current practices and regulations.
Assist in preparing processes & procedures
Coordinate and represent the department in various Fidelity wide projects and other departmental initiatives
Can perform and co-ordinate the entire gamut of UAT testing/Regressions/Health checks for RAS releases and system enhancements
Develop a complete understanding of all regulatory/risk/controls aspect of the department
Communicate effectively across all levels
Complete feasibility and build technical specifications for the templates
Creating sample XML files for interactive templates to run and preview letter against various conditionality’s
Access full range of Thunderhead/Smart Communications Resources to build letter templates and packs within Thunderhead/Smart Communications in line with the business requirement
Use of test scripts for complete testing in line with the test strategy. The individual also needs to be involved in defect resolution using quality centre in SIT and UAT Testing.
Liaise with Thunderhead/Smart Communications and raise service requests with them
Generating various reports from Thunderhead/Smart Communications
Complete end to end document delivery in Thunderhead/Smart Communications
Builds and maintains relationships and communication channels with internal customers
Updating and Managing procedures and best practice documents for the Document Change team
Experience and Qualifications Required
Ability to multi task effectively, plan, organize and prioritize work
Technical expertise – knowledge of the Thunderhead/Smart Communications systems including Business Content Studio and experience of building templates
Experience of Template layouts and style sets
Understanding of the data requirements for document composition.
Industry knowledge – experience of customer documentation in a major Investment Management company.
Proven ability to communicate and work with all levels within technology, operations and the business channels
Self-starter/ motivator - Dynamic “can do” approach with a strong desire to make things happen.
About Fidelity International
We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.5 million clients – everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term. And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.
What it’s like to work here.
In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience. With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call ‘dynamic working’, and you’ll find it brings the very best out in you.
For more about who we are, how we work and the part you could play in both our progress and our future, visit careers.fidelityinternational.com .
Or, if you’re feeling inspired, start your journey with us right now.
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.