Business Operations Coordinator
1 day ago
We are seeking a highly organized and detail-focused Business Operations Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office by providing exceptional administrative support.
About the Role:
In this challenging yet rewarding position, you will be responsible for supporting Financial Advisers with various tasks, including administration, client liaison, and CRM system management. Your primary goal will be to maintain accurate records, provide excellent customer service, and ensure seamless communication between stakeholders.
Main Responsibilities:
- Administer financial institutions to obtain necessary information
- Liaise with Administration Centres and Paraplanners via telephone
- Prepare and proof-read documents, client correspondence, and presentations
- Maintain up-to-date client records and ensure CRM accuracy
- Interpret policy information and input it into the CRM
- Onboard new clients to the CRM
- Complete illustrations and applications for new business
- Manage computer records with precision
Requirements:
- Previous experience in Financial Planning is essential
- Adaptability and flexibility to meet changing demands
- Excellent written English, numeracy, and analytical skills
- Ability to work additional hours when required
What We Offer:
A competitive salary of £35,000 - £40,000 per annum, depending on experience, along with full training and opportunities for professional growth within the SJP Accreditation Framework.
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