Financial Operations Coordinator
1 day ago
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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