Senior Financial Operations Coordinator

18 hours ago


Worthing, West Sussex, United Kingdom Recruit Wealth Ltd Full time

Are you looking for a challenging role in financial services? We are currently seeking an experienced Administrator to join our regional Worthing offices.

About Us:

  • We are one of the UK's fastest growing, national Financial Planning & Wealth Management businesses with over 40+ offices nationally.
  • We offer a modern, highly ethical and rewarding employer to work for who can provide genuine career opportunities for Financial Services professionals.
Job Summary:

We are seeking a skilled Administrator to join our team. The successful candidate will be responsible for preparing correspondence, ensuring accurate client data, and providing general back-office support using IO software.

The ideal candidate will have excellent communication skills, attention to detail, and experience in a similar role.

This is a great opportunity for someone looking to start their career in financial services or progress within the industry.

Key Responsibilities:
  • Prepare correspondence, including letters and emails
  • Ensure accurate documentation and client records
  • Process letters of authority and chase up providers
  • Maintain administration systems and client data
  • Build relationships with clients and interact directly
  • Arrange client meetings for Advisers when required
  • Prepare client files for adviser meetings
  • Monitor and track pipeline activity
  • Liaise with paraplanning and operations teams
What We Offer:
  • Estimated Salary: £25,000 - £30,000 per annum
  • 25 days holiday plus bank holidays
  • Day off for your Birthday
  • Annual salary review
  • Staff awards
  • Study support for professional industry exams
  • In-house academy, professional development
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare cover


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