Financial Planning Operations Manager
20 hours ago
We are looking for a Financial Planning Operations Manager to join our team at Blakemore Recruitment in Henley-on-Thames.
Salary: £48,000 - £58,000 per annum
Job Summary:The successful candidate will oversee the administration of our Financial Planners' work, ensuring they can deliver high-quality advice to clients.
Key Responsibilities:
- Client meeting preparation and information collation.
- Valuation and mailing preparation.
- Product research and information gathering assistance.
- Illustrations procurement from Assureweb and product providers.
- New business application processing and compliance checking.
- Existing business query resolution.
- Client review pack production for Financial Planners.
- Intelliflo (IO) client file maintenance.
- Filing and communication system organisation.
- Post management and general office administration.
- Professional and courteous client interaction management.
Candidates should have:
- FPC qualification or equivalent.
- GCSE Maths and English at Grade B or above.
- Significant experience working with Financial Advisors or comparable.
- Compliance knowledge as detailed in the firm's manual and procedures.
- Strong customer services skills.
- Good IT skills, including Microsoft Office.
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