Senior Financial Services Professional
4 days ago
Job Summary:
We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at Brook Street. As a key member of our operations team, you will be responsible for preparing, processing, and monitoring new business submissions across various investment platforms.
Key Responsibilities:
- Oversee the preparation and audit of client annual review packs, managing the process from start to finish.
- Utilise a range of software, including Microsoft Office, Intelligent Office (IO), Papercloud, and other provider platforms.
- Develop and maintain strong relationships with clients and internal stakeholders to ensure seamless business operations.
- Identify and implement process improvements to increase efficiency and productivity.
Requirements:
- Prior experience in Financial Services, particularly within IFA firms.
- Strong working knowledge of Intelligent Office (IO) software is essential.
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
- Ability to maintain confidentiality and handle sensitive information with discretion.
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