Financial Operations Coordinator

1 day ago


Worthing, West Sussex, United Kingdom Recruit UK Full time

Job Title: Financial Operations Coordinator

Location: Remote

Salary: £30,000 - £35,000

Employment Type: Full-time or Part-time

About the Role:

We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Recruit UK. As a key member of our financial services team, you will play a crucial role in supporting our financial planners with administrative tasks that ensure the smooth operation of our client services.

Key Responsibilities:

  • Supporting financial planners with day-to-day administration, including managing client correspondence and maintaining accurate records.
  • Assisting with the preparation of financial plans and ensuring compliance with regulatory requirements.
  • Processing new business applications, client reviews, and follow-ups in a timely and efficient manner.
  • Developing and maintaining strong relationships with clients and internal stakeholders.
  • Providing administrative support to the financial planning team, including data entry, filing, and other tasks as needed.

Requirements:

  • Previous experience in financial administration or a related field.
  • Proficiency in Microsoft Office and financial software (such as XPlan or IO).
  • Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • A passion for developing a career in financial planning and a commitment to ongoing learning and professional development.

What We Offer:

  • A competitive salary and benefits package, including hybrid working, PMI, pension, and holiday allowance.
  • A supportive and collaborative work environment, with opportunities for growth and development.
  • Access to training and development opportunities, including CII qualifications.
  • A dynamic and fast-paced work environment, with a focus on delivering exceptional client service.

How to Apply:

If you are a motivated and organized individual with a passion for financial planning, we would love to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information].



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