360 Search are working with a is a fast-growing personal financial planning company who take different elements of best-in-class thinking in wealth management, value investing and financial planning and distils them down into a unique financial plan format. They provide financial plans are free of jargon, and excess paperwork and rely on simple infographics to tell the client’s story.
The Operations Coordinator will be the key link between our Financial Advisors
and our Production Team; responsible for overseeing the day to day running of
our busy administration function.
Overview of Responsibilities
- Receiving client application requests from Financial Advisors, interpreting them, clarifying them, and relaying the requirements back to our Production Team
- Reviewing completed applications and suitability letters prior to sign off by the Financial Advisor and Client
- Helping the Production Team with Client queries
- Liaising with Life Assurance companies
- Assisting Financial Advisors with queries in relation to applications currently being processed
- Assisting with the development and evolution of workflow processes
- Monitoring our CRM system activity to make sure protocols are being adhered to
- Assisting Head of Operations with internal projects
- Report weekly to the Head of Operations
- Meet Production Team Lead daily
- Meet Financial Advisors weekly to discuss the cases in their sales pipeline
What you’ll need to succeed
- Exceptional attention to detail
- Customer Service mindset
- Highly organised
- Excellent communication and interpersonal and skills
- QFA (Fully Qualified)
- At least 5 years relevant industry experience with strong knowledge of the current pensions, investments, and protection landscape.
What you’ll get in return
- Competitive salary
- Fully remote working
- Pension, Death In Service, and Income protection benefits
- Opportunity to grow and develop the role
- Open, positive and modern working environment in a fast-growing ambitious company
