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Financial Operations Coordinator

2 months ago

Bury St, Suffolk, United Kingdom TIME Appointments Ltd Full time

**About Us**

TIME Appointments Ltd is a leading provider of financial services, dedicated to delivering exceptional support to our clients. We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Support Assistant.

**Key Responsibilities**

  • Provide administrative support to our financial planners, ensuring timely and accurate information for client meetings.
  • Ensure client records are up-to-date and internal systems are followed.
  • Support and develop junior team members, promoting a culture of excellence and teamwork.
  • Generate and compile documents for client review packs, maintaining high standards of quality and attention to detail.
  • Liaise with clients, addressing queries and servicing requirements with professionalism and courtesy.
  • Complete post-meeting actions and conduct regular housekeeping checks to maintain a smooth and efficient workflow.
  • Collate documents, draft suitability letters, and increment letters, ensuring accuracy and compliance with regulatory requirements.

**Benefits**

  • Funded qualifications, including paid study leave, study books, and resources.
  • Personalized progression plans to ensure career growth and success.
  • Comprehensive training and development programs, tailored to individual needs.
  • Free parking and flexible working arrangements.
  • 25 days' holiday plus bank holidays and closure between Christmas and New Year.
  • Opportunities for social events and team-building activities.
  • Length of service recognition and rewards.
  • Discounted legal services and refer-a-friend bonus.
  • Annual salary reviews and performance-related bonuses.
  • Private healthcare and healthcare cash plan.