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Business Operations Coordinator

2 months ago

Chichester, West Sussex, United Kingdom Recruit UK Full time

Job Title: Business Operations Coordinator

Industry: Wealth Management and Financial Services

Location: Remote Opportunity

Salary: Up to £28,000 per annum

Job Type: Full-time, 12-month Fixed-term Contract

About the Role:

We are delighted to collaborate with a leading Investment firm to recruit a Business Operations Coordinator for their team. In this role, you will provide crucial support to clients by managing their accounts and overseeing any required updates.

This is a fantastic opportunity to join a dynamic team and contribute to the success of the company. As a Business Operations Coordinator, you will be responsible for:

  • Liaising with clients and maintaining ongoing relationships
  • Managing the full administration process
  • Understanding client suitability requirements and supporting the Investment Manager
  • Processing account openings and closures, dealing with tax queries, and managing portfolio transfer administration
  • Answering calls and meeting guests as required
  • Supporting advisers with preparation for meetings as needed

What We Offer:

  • 25 days annual leave
  • Salary up to £28,000 per annum
  • Full training and development opportunities
  • Hybrid working arrangement with a full home office setup and laptop provided
  • Generous pension scheme
  • Life assurance
  • Income protection
  • Private health scheme

Requirements:

  • Previous experience in an administrative role
  • Previous experience in the financial services industry
  • Grades A-C at GCSE Maths and English
  • A good understanding of Microsoft Office
  • Excellent communication skills, both written and verbal
  • Ability to work independently and as part of a team

Please note that this is a 12-month fixed-term contract.