Senior Financial Operations Coordinator

7 days ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time

Company Overview

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Antony George Recruitment specializes in matching top talent with the best financial advisory firms. We're dedicated to providing exceptional service and fostering strong client relationships.

Salary and Benefits

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The successful candidate will receive a salary of £30,000-£40,000 per annum, which is competitive for this role in the industry.

Other benefits include:

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  • ">
  • 25 days of base holiday">
  • Private medical care after probation">
  • 5% gross employer contribution to the pension">
  • Health insurance providing 50% salary until retirement in case of serious illness">
  • Four times life cover">
  • Paid car parking">
  • Discretionary bonus pool">
  • Hybrid working option after probation">
  • Support for exams and personal mentoring">
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Job Description

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Your key responsibilities will include:

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  1. ">
  2. Preparing monthly cash reports and handling death claims">
  3. Managing power of attorney and trust cases">
  4. Coordinating diary and client meetings">
  5. Overseeing new business processes, including form gathering and transfer processing">
  6. Arranging client withdrawals and providing dealing instructions">
  7. Preparing meeting packs, valuations, and illustrations for advisers">
  8. Serving as the first point of contact for client queries and providing high-level customer service">
  9. Performing general office duties, such as scanning, data entry, and phone support">
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Required Skills and Qualifications

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The ideal candidate should possess:

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  • ">
  • A minimum of 3 years of experience in a busy IFA practice">
  • Strong client communication skills, both face-to-face and via phone">
  • Familiarity with Curo and Transact platform (preferred but not essential)">
  • An ability to work effectively in a busy environment and support team members">
  • Some experience managing or training others is advantageous">
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Additional Information

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This role requires a strong focus on teamwork, client relationships, and operational efficiency. The ideal candidate will be a self-starter with excellent communication and problem-solving skills.



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