Financial Operations Specialist

1 day ago


Harrogate, North Yorkshire, United Kingdom IDEX Consulting Full time
Job Description: We are seeking a highly organized and detail-oriented Financial Operations Specialist to provide support to our Financial Advisers in delivering exceptional service to clients. The successful candidate will have recent experience working within an IFA or wealth management business, with a strong understanding of the FCA's rules and company procedures.

The estimated salary for this role is £25,000 - £35,000 per annum.

Responsibilities:
  1. Ensure all client and plan information is up-to-date via Intelligent Office (IO)
  2. Request plan information from providers via post, email, or direct from provider platforms
  3. Update contributions and withdrawals using transaction history from each provider
  4. Validate unit balances in IO and record them correctly
  5. Collate costs and charges information for plans held by clients
  6. Produce client valuation reports comparing old and new centralised investment propositions

As a Support Services Coordinator for Wealth Management, you will play a crucial role in ensuring the smooth operation of our financial services. Your excellent communication skills and ability to work independently will be essential in this position.



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