Financial Planning Operations Manager

20 hours ago


Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time

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.
Requirements:

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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