Senior Financial Operations Coordinator
2 months ago
Senior Financial Operations Coordinator
Salary: £28,000 - £38,000 per annum
About the Role:
We are seeking an experienced Senior Financial Operations Coordinator to join our client's SJP Practice in Dorking. As a key member of the team, you will provide high-level technical and administrative support to Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.
The ideal candidate will have previous experience within a Financial Planning role, possess a can-do attitude, be flexible and adaptable, and have exceptional attention to detail. They will also have excellent written English, numeracy, and analytical skills, as well as strong organizational abilities and the ability to use their own initiative and multitask.
You will be responsible for providing a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate. This will include issuing letter of authorities (LOAs) to providers, chasing financial institutions to provide requested information, and telephone liaison with Administration Centres and Paraplanners.
You will also be responsible for drafting and proof-reading documents, creating and updating client records and databases with financial and personal data, maintaining and accurately updating the CRM, deciphering policy information and inputting it into the company CRM, onboarding new clients to our company CRM, preparing client files for review meetings, and providing regular status updates to clients regarding the status of transfers, withdrawals, among other things.
Responsibilities:- Provide technical and administrative support to Financial Advisers
- Respond to client enquiries and liaise with third parties
- Issue LOAs to providers and chase financial institutions for information
- Draft and proof-read documents, including client correspondence, presentations, illustrations, etc.
- Create and update client records and databases
- Maintain and accurately update the CRM
- Decipher policy information and input it into the company CRM
- Onboard new clients to our company CRM
- Prepare client files for review meetings
- Provide regular status updates to clients
- Previous experience within a Financial Planning role
- Can-do attitude and flexibility
- Exceptional attention to detail and organisational skills
- Excellent written English, numerate, and analytical skills
- Able to work additional hours when required
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