Financial Services Operations Coordinator

3 weeks ago

Horsham, West Sussex, United Kingdom Schroders Full time

Position Overview

We are excited to announce an opportunity to join our Platform Operations team as an Operations Associate. In this role, you will be an integral part of our dynamic teams, which include Funding & Disbursements, Account Servicing, and Account Opens & Top-ups.

Ideal Candidate

If you are a recent graduate, considering a career transition, or have relevant experience in the industry, we encourage you to explore this opportunity.

At Schroders, we value innovation and diversity, seeking individuals who can contribute a fresh perspective to our operations.

About Platform Operations

The Platform Operations division is composed of various teams dedicated to supporting our esteemed financial advisers with the management of their accounts on our advanced platform.

Each team has its unique responsibilities, yet they collaborate closely to ensure an exceptional adviser experience. Our teams operate under strict deadlines and adhere to specific service level agreements.

As an associate in this division, you will be responsible for executing multiple processes efficiently and accurately, minimizing the risk of errors.

Schroders is a progressive organization, and we expect our associates to embrace change positively while continuously seeking ways to enhance operational efficiencies. This position is ideal for someone eager to learn and work collaboratively within a team-oriented environment.

Company Overview

Our award-winning solutions encompass regulatory, platform, and investment services, designed to assist advisers throughout their journey—from establishing and managing a financial advice business to fostering growth and realizing its value.

We empower high-quality financial advisers with our cutting-edge technology and support services, ensuring they can provide optimal solutions to their clients.

Our commitment to delivering favorable client outcomes is paramount, with a focus on placing clients' interests at the heart of our decision-making processes. We uphold the principles of Treating Customers Fairly, ensuring our duty of care extends to all clients, including those who may be more vulnerable.

Work Environment

You will be part of a vibrant campus environment that reflects our high standards and international reputation, offering a unique work-life balance.

All positions are full-time, with a hybrid working model requiring three days in the office each week. Our standard working hours are Monday to Friday, 9 AM to 5 PM.

Qualifications and Skills

We are looking for candidates who possess:

  • Strong Communication Skills: Ability to engage with team members and offer support across various activities.
  • Attention to Detail: Methodical approach to work to ensure accuracy in processes.
  • Adherence to Procedures: Capability to follow established protocols while providing constructive feedback.
  • Team Collaboration: Skills to build and maintain effective relationships with internal departments and external partners.
  • Process Improvement Mindset: Willingness to challenge existing processes to enhance efficiency.
  • Accuracy in Execution: Commitment to executing processes with precision to mitigate errors.

Additional Skills That Will Be Beneficial:

  • Experience in platform operations or financial services.
  • Progress towards industry qualifications.
  • Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.

Personal Attributes

The ideal candidate will be:

  • A proponent of Treating Customers Fairly principles, ensuring client welfare is prioritized.
  • Positive and proactive, serving as a role model for colleagues.
  • Adaptable to change, with a readiness to embrace evolving business models.
  • Independent in sourcing information and seeking process improvements.
  • Confident in their approach, willing to ask questions and challenge norms.
  • Client-focused, consistently prioritizing the best interests of clients.
  • Resilient, capable of navigating a complex and dynamic business landscape.

Commitment to Diversity

At Schroders, we recognize and celebrate the diversity of our workforce. We are committed to creating an inclusive environment where everyone is welcome, regardless of their background or characteristics.

  • Senior Financial Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Exciting Opportunity for a Senior Financial Services Coordinator at Astral RecruitmentCollaborate with a dedicated team of experts in a professional office environmentManage financial services administration duties, including processing investment and pension-related tasksDevote a portion of your time to guiding and developing new team membersThe ideal...

  • Senior Financial Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Become a Key Player as a Senior Financial Services Coordinator at a Leading Independent Financial Advisory FirmCollaborate with a dedicated team of professionals in a dynamic office environmentOversee financial services administration responsibilities, including the management of Investment and Pension processesDevote a portion of your time to guiding and...

  • Operations Support Manager

    1 week ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    About SchrodersSchroders is a leading global asset management company that provides investment solutions to individuals, institutions, and governments. Our mission is to deliver exceptional investment returns and outstanding service to our clients.Job SummaryWe are seeking an experienced Operations Support Manager to join our team in Horsham, West Sussex. As...

  • Financial Services Coordinator

    3 days ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    **About the Role**We are seeking a highly organized and detail-oriented Compliance Administrator to join our team at Schroders. As a key member of our Compliance team, you will play a vital role in ensuring the smooth operation of our supervisory scheme across the Network.**Key Responsibilities**Undertake focused file checks for the Network's AR firms,...

  • Financial Services Coordinator

    3 days ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Astral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm in the UK. We are looking for a highly skilled professional with a background in processing investments and pension work. The ideal candidate will have a strong understanding of financial services and be able to work in an office-based...

  • Operational Training Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    Join Schroders as an Operational Training CoordinatorBecome a vital part of our esteemed organization, recognized for excellence in financial services. Collaborate with our team of Financial Advisors to provide exceptional training and support.About UsAt Schroders, we deliver cutting-edge solutions in compliance, investment platforms, and advisory services,...

  • Facilities Operations Coordinator

    21 hours ago

    Horsham, West Sussex, United Kingdom Devonshire Full time

    Job Summary:As a key member of the Devonshire team, the Facilities Operations Coordinator will play a vital role in ensuring the smooth operation of our facilities. This includes providing operational support, maintaining accurate records, and delivering exceptional customer service to our clients.Key Responsibilities:Provide operational support to include...

  • Facilities Operations Coordinator

    18 hours ago

    Horsham, West Sussex, United Kingdom Devonshire Full time

    Job Summary:As a key member of the Devonshire team, the Facilities Operations Coordinator will play a vital role in ensuring the smooth operation of our facilities. This includes providing operational support, maintaining accurate records, and delivering exceptional customer service to our clients.Key Responsibilities:Provide operational support to include...

  • Financial Services Coordinator

    2 hours ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Astral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm in the UK. We are looking for a skilled professional with a background in processing investments and pension work to join our client's team. The ideal candidate will have experience in a similar role and be able to work in an...

  • Financial Services Coordinator

    26 minutes ago

    Horsham, West Sussex, United Kingdom Astral Recruitment Full time

    Astral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm in the UK. We are looking for a skilled professional with a background in processing investments and pension work to join our client's team. The ideal candidate will have experience in a similar role and be able to work in an...

  • IT Project Coordinator

    4 hours ago

    Horsham, West Sussex, United Kingdom CODA Technology Services Full time

    Job SummaryCODA Technology Services is seeking a highly organized and detail-oriented Project Support Specialist to join our team. As a key member of our IT Project Delivery team, you will provide administrative and operational support to ensure the successful execution of projects.Key ResponsibilitiesProject Coordination: Assist the IT Project Team in...

  • IT Project Coordinator

    1 hour ago

    Horsham, West Sussex, United Kingdom CODA Technology Services Full time

    Job SummaryCODA Technology Services is seeking a highly organized and detail-oriented Project Support Specialist to join our team. As a key member of our IT Project Delivery team, you will provide administrative and operational support to ensure the successful execution of projects.Key ResponsibilitiesProject Coordination: Assist the IT Project Team in...

  • Client Services Coordinator

    1 day ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    Overview of the Role We are seeking a dedicated Client Services Coordinator to join our esteemed firm of Chartered Financial Planners. This role is essential in providing support to our Financial Planners, ensuring a seamless advisory process for our clients. About Schroders At Schroders, we pride ourselves on our award-winning, proprietary solutions that...

  • Client Services Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    Overview of the Role We are seeking a dedicated Client Services Coordinator to join our esteemed firm of Chartered Financial Planners. This role is essential in providing support to our Financial Planners, ensuring a seamless advisory process for our clients. About Schroders At Schroders, we pride ourselves on our award-winning, proprietary solutions that...

  • Administrative Services Coordinator

    2 days ago

    Horsham, West Sussex, United Kingdom Devonshire Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Facilities Operations Coordinator to join our team at Devonshire. As a key member of our operations team, you will play a critical role in ensuring the smooth day-to-day functioning of our facilities.Key ResponsibilitiesOperational Support: Provide administrative support to include mail,...

  • Facilities Operations Coordinator

    2 days ago

    Horsham, West Sussex, United Kingdom Devonshire Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Facilities Operations Coordinator to join our team at Devonshire. As a key member of our operations team, you will play a critical role in ensuring the smooth day-to-day functioning of our facilities.Key ResponsibilitiesOperational Support: Provide administrative support to include mail,...

  • Facilities Operations Coordinator

    2 days ago

    Horsham, West Sussex, United Kingdom Devonshire Full time

    Job Summary:As a key member of the Devonshire team, the Facilities Operations Coordinator will play a vital role in ensuring the smooth operation of our facilities. This position requires a highly organized and detail-oriented individual who can provide exceptional customer service and support to our clients.Key Responsibilities:Provide operational support...

  • Inventory Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Biffa Waste Services Full time

    Become a Key Player at Biffa Waste ServicesAt Biffa, we are committed to transforming waste management and positively influencing the environment. If you have a strong interest in sustainability and are seeking a fulfilling career, consider the role of a Store Person.Position SummaryAs a Store Person at Biffa, you will be instrumental in assisting the...

  • HR Operations Coordinator

    3 weeks ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    Role OverviewAs an HR Operations Coordinator, you will leverage your commitment and proficiency to deliver comprehensive HR services to our HR Business Partnering Team. Your diverse responsibilities will include administrative, operational, and project management support.Key ResponsibilitiesIn this pivotal role, you will serve as the foundation for providing...

  • Client Services Coordinator

    1 day ago

    Horsham, West Sussex, United Kingdom Schroders Full time

    Overview of the Role We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners, providing essential support to our Financial Planners in their advisory roles. About Schroders Schroders is renowned for its innovative, proprietary solutions that encompass regulatory, platform, and investment services. Our offerings are...