Financial Operations Specialist
1 day ago
The estimated salary for this role is £25,000 - £35,000 per annum.
Responsibilities:- Ensure all client and plan information is up-to-date via Intelligent Office (IO)
- Request plan information from providers via post, email, or direct from provider platforms
- Update contributions and withdrawals using transaction history from each provider
- Validate unit balances in IO and record them correctly
- Collate costs and charges information for plans held by clients
- 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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