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Senior Financial Services Professional

2 months ago

Flackwell Heath, United Kingdom Brook Street Full time

Job Summary:

We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at Brook Street. As a key member of our operations team, you will be responsible for preparing, processing, and monitoring new business submissions across various investment platforms.

Key Responsibilities:

  • Oversee the preparation and audit of client annual review packs, managing the process from start to finish.
  • Utilise a range of software, including Microsoft Office, Intelligent Office (IO), Papercloud, and other provider platforms.
  • Develop and maintain strong relationships with clients and internal stakeholders to ensure seamless business operations.
  • Identify and implement process improvements to increase efficiency and productivity.

Requirements:

  • Prior experience in Financial Services, particularly within IFA firms.
  • Strong working knowledge of Intelligent Office (IO) software is essential.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Ability to maintain confidentiality and handle sensitive information with discretion.