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Business Operations Coordinator
2 months ago
Job Summary
This is an exciting opportunity to join a respected financial planning firm as an IFA Administrator. The role involves ensuring all administration for life, pensions, and investments are submitted in a timely manner, to agreed standards.
Key Responsibilities
- Client servicing through creating new client packs, preparing LOAs, and ensuring documents are uploaded.
- Performing anti-money laundering checks and other compliance documentation.
- Submitting new business and tracking cases through the client database.
Requirements
- 1+ years' experience as an Administrator within Financial Services.
- Good knowledge of the financial planning process.
- Enthusiasm for the profession, being forward-thinking, doing the right thing, and actively caring for clients and colleagues.
The Company
Premier Jobs UK Limited is a leading provider of job placement services, dedicated to creating an inclusive culture with goal-based financial planning for clients. The company is committed to building a great place to work, with a friendly team that is passionate about treating everyone fairly and promoting wellbeing, while also rewarding generously.
Benefits
- Salary of up to £30,000 depending on experience.
- Plus company benefits including 28 days holiday + bank holidays, flexible hybrid working, birthday day off, income protection for up to 5 years, Pirkx online discounts, 24-hour access to a GP, 4x DIS, 5% matched pension contributions, and a competitive bonus scheme.
- Access to the internal academy, which supports future career aspirations.
- Hybrid working, with 2-3 days in the office and the remainder from home.