Financial Planning Operations Coordinator

1 week ago


Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
Role Overview

We are seeking an experienced Financial Planning Operations Coordinator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.

About the Role

The successful candidate will provide first-class support to our Financial Planning team, ensuring seamless implementation of new business, effective communication with clients, and exceptional administrative services.

Key Responsibilities
  • Supporting the Financial Planning team in implementing new business strategies
  • Communicating with clients on various matters, including queries and concerns
  • Liaising with product providers and other relevant third parties to ensure efficient service delivery
  • Maintaining accurate records and documents to facilitate smooth operations
  • Working closely with the Financial Planning team to address client inquiries and deliver exceptional customer service
Requirements

To succeed in this role, you should possess excellent communication skills, be proactive, and have a positive attitude. You should also be able to work well under pressure, prioritize tasks effectively, and maintain high levels of organization and attention to detail.

Salary and Benefits

This role comes with a competitive salary of approximately £28,000 - £32,000 per annum, depending on experience. In addition to your salary, you can expect a range of benefits, including flexible working arrangements, opportunities for professional development, and a supportive work environment.



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