IFA Operations Coordinator

5 days ago


Altrincham, Trafford, United Kingdom NJR Recruitment Careers Full time
Key Responsibilities
  • Point of contact for other team members regarding day-to-day duties
  • Support and monitor work tasks, deadlines, and system/processes
  • Provide guidance, training, and development opportunities to new employees and the team
  • Report to the Operations Manager on team training requirements and potential issues
  • Develop and enhance relationships with advisers
  • Prepare documentation for client meetings, including regulatory documents and applications
  • Regularly communicate with nominated advisers to ensure efficient completion of work-related tasks


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