Operations Assistant
1 day ago
A fantastic opportunity has arisen for a highly skilled Financial Coordinator to join a reputable Chartered Financial Planning firm in Penrith.
This forward-thinking company, established over 20 years ago, prioritizes employee satisfaction and offers an impressive benefits package. Their office is dog-friendly, creating a unique work environment.
About the Role:We are seeking an experienced Financial Coordinator to join our Client Services team. As a key member of the team, you will be responsible for providing administrative support, responding to client inquiries, and collaborating with Financial Planners to arrange client meetings.
Key Responsibilities:- Provide expert administrative support, maintaining accurate records and efficient data entry.
- Respond to client phone calls and direct inquiries, ensuring timely and effective communication.
- Collaborate with Financial Planners to arrange and prepare for client meetings, building strong relationships.
- Evaluate and maintain the accuracy of client records and data entry calculations, guaranteeing precision.
- A minimum of previous experience in the Financial Advisory sector, demonstrating a solid understanding of organisational operations and financial processes.
- 28 days of annual leave, increasing with service, allowing for a healthy work-life balance.
- Pension scheme access with complimentary financial guidance, supporting long-term planning.
- Company-provided sick pay, ensuring continuity during challenging times.
- Support for maternity, paternity, and adoption leave, promoting family well-being.
- Flexible work-life balance options, accommodating diverse needs.
- Regular company events, fostering team spirit and camaraderie.
Please note that the salary will be discussed during the interview process, reflecting your skills and experience.
Salary estimate: £27,000 - £33,000 per annum, based on industry standards and location factors.
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