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Financial Support Coordinator

2 months ago

Bury St, Suffolk, United Kingdom Opus People Solutions Full time

We are seeking a dedicated and detail-oriented individual to join our team at Opus People Solutions as a Financial Planning Administrative Support Specialist. In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings. You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.

Key Responsibilities:

  • Generate and compile documents for accurate client review packs, ensuring compliance with regulatory requirements.
  • Provide timely information, coordinating with providers and third parties as necessary, to facilitate seamless client interactions.
  • Maintain an organized audit trail for all client records, ensuring documents are properly saved and named, and adhering to data protection protocols.
  • Keep Financial Planners and team members updated on progress; escalate concerns or complaints as needed, to ensure prompt resolution.
  • Conduct weekly review meetings with Financial Planners to discuss priorities and address issues, fostering a collaborative work environment.
  • Support client meetings by presenting sections such as cashflow analysis, providing valuable insights to inform decision-making.
  • Perform pre and post-meeting reviews, delegate tasks, and ensure timely completion of meeting notes and actions, to maintain efficient workflow.
  • Mentor junior team members, fostering their growth and efficiency, and contributing to the development of a skilled and knowledgeable team.
  • Handle due diligence for new business, including generating platform calculators and addressing any queries, to ensure a smooth onboarding process.
  • Draft template suitability letters, filling in client details and plan elements, and consulting with senior team members when needed, to ensure accuracy and compliance.
  • Collaborate with Financial Planners to manage cash weightings weekly, ensuring accurate and timely reporting.
  • Regularly update and maintain the IO system in consultation with Financial Planners, to ensure data accuracy and integrity.
  • Process client instructions using established advice flows and checklists, to ensure efficient and accurate processing.

Essential Qualifications and Experience:

  • Progress towards the Diploma in Financial Planning, or the desire to do so, to demonstrate a commitment to professional development.
  • Proven experience in providing accurate and timely financial services administrative support, to showcase expertise and efficiency.
  • Proficiency in writing suitability letters is desirable, to demonstrate strong communication and writing skills.
  • Experience in managing client complaints, to demonstrate ability to handle complex issues and resolve conflicts.
  • Ability to identify and implement areas for improvement, to drive continuous learning and growth.