Financial Operations Coordinator
6 days ago
Job Title: Administrator
Company: Hays Specialist Recruitment Limited
Job Summary:
We are seeking a highly organized and detail-oriented professional to support our Financial Planning team in ensuring the smooth operation of our business processes. As a key member of our team, you will play a crucial role in maintaining the integrity of our financial operations.
Key Responsibilities:
- Obtain valuations, information, and product details for analysis and decision-making purposes.
- Liaise with product providers and other third-party organizations to facilitate business operations.
- Process new business, withdrawals, fund switches, and follow through to completion, ensuring compliance with regulatory requirements.
- Deal effectively with queries from clients and other parties, providing timely and accurate responses.
- Book in annual review meetings with clients and manage a Financial Planner's diary, ensuring seamless communication and coordination.
- Maintain compliant files and records, adhering to industry standards and best practices.
- Ensure compliance with the principles of Treating Customers Fairly in all aspects of the role, prioritizing customer satisfaction and well-being.
Key Skills:
- Understanding of the Financial Planning process and its complexities.
- Ability to work within defined business processes and procedures.
- Ability to achieve agreed outcomes without supervision, demonstrating autonomy and self-motivation.
- Prioritize and plan your own workload, managing multiple tasks and deadlines effectively.
- Detailed and accurate, with a strong attention to detail and commitment to quality.
- Articulate and effective communicator, both written and verbal.
- Excellent interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to multitask and prioritize effectively, managing competing demands and deadlines.
- Good IT skills, with proficiency in desktop applications (Microsoft Word, Excel, and Outlook).
- Ability to work independently and in a team, demonstrating flexibility and adaptability.
What We Offer:
- Competitive salary: £25,000 - £30,000 DOE.
- Great benefits, including parking on site and 25 days annual leave plus bank holidays.
- Opportunity to work in a dynamic and supportive team environment, contributing to the success of Hays Specialist Recruitment Limited.
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