Senior Financial Operations Coordinator
18 hours ago
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.
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
- 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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