Technical Operations Coordinator
2 days ago
About the Role: We are seeking a highly organized and detail-oriented Paraplanner (Investments) to join our team in Shoreham-by-Sea. As a key member of our support services department, you will be responsible for providing technical support to our advisers and managing client relationships.
Key Responsibilities:
- Technical Knowledge: Develop and maintain a strong understanding of investment products and procedures, including law and business processes.
- Workload Management: Prioritize your workload to ensure timely completion of activities and deliverables.
- Client Communication: Build strong relationships with clients through excellent communication skills, handling correspondence and attending meetings.
- Report Generation: Generate high-quality client reports using Intelligent Office and produce technical reports as required.
What We Offer:
- Competitive Salary: A salary of £35,000 - £45,000 per annum, depending on experience.
- Pension Scheme: A competitive pension scheme for all employees.
- Professional Development: Opportunities for professional development and training to enhance your skills and knowledge.
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