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Business Operations Coordinator

2 months ago

Cumbernauld, North Lanarkshire, United Kingdom Reed Full time

Financial Services Administration Opportunity

We are seeking an experienced Administrative Professional to join our team at a leading Chartered Financial planning business. As a key member of our operations team, you will play a vital role in supporting the delivery of high-quality financial services to our clients.

Key Responsibilities:

  • Manage and maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements.
  • Prepare and review draft reports, ensuring accuracy and attention to detail.
  • Process applications and fees for investments, life insurance, and pension policies, ensuring timely and efficient completion.
  • Coordinate the placement of trades, ensuring seamless execution and minimal disruption.
  • Provide ongoing administration support for clients' investments, life insurance, and pension policies, ensuring timely and accurate processing.
  • Liaise regularly with clients and providers, ensuring excellent communication and customer service.

What We Offer:

  • A highly competitive salary, commensurate with experience.
  • A comprehensive benefits package, including PHI and employer pension contribution.
  • A collaborative and supportive team environment, with opportunities for career growth and development.
  • Study support and career opportunities, tailored to your needs and goals.
  • 35 days annual leave, providing a healthy work-life balance.

About Us:

We are a leading provider of financial services, dedicated to delivering exceptional results for our clients. Our team is passionate about providing outstanding support and service, and we are committed to helping our clients achieve their financial goals.