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Team Co-Ordinator Support (Financial Planning)
Job Posted: a day ago
Salary: £ 28,000 - 30,000 / Annum
Job Type: Permanent
Location: IP32, Rushbrooke, Suffolk
Expire in: a month
Job Description
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Team Co-Ordinator to support their Administration Team Managers and Leaders. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration).
Purpose of role
To support the Team Manager and Team Leaders to ensure delivery of a high-quality financial planning service to clients
Supporting the Team Manager and Team Leaders, co-ordinating training and a number of scheduled team projects, and with ad hoc events that occur
Supporting the Team Leaders in overseeing and improving the quality of our procedures and processes, including regular review to keep them fit for purpose, efficient and up to date
Analysis and sharing of data with the Team Leaders and wider team
Establish and maintain effective relationships with the team and colleagues to ensure a smooth, timely and best of class service to clients
Key Responsibilities
Training & Processes
Collating training needs across the team, including product, process and platform requirements
Establishing Training Plans for new joiners
Join team meetings regularly to gain insight to develop knowledge & feedback on project updates
Helping ensure best practice is followed consistently and to check understanding of new processes
Support the wider team to develop process maps of key processes (outside of Advice Flows)
Data
Utilising and analysing the support team data available, through Quick View and other MI to support the Team Leaders to manage their sub teams effectively by highlighting reporting exceptions, including:
Overdue tasks
Advice Flow processes
Delays with progressing new business
Where processes are not being followed
Client authorisation queue
Quality of client instructions
Trade authorisation data
Cash Weightings
Process Errors
Co-ordination of the error spreadsheet, ensuring errors are logged immediately with full details, tasks are added to Intelliflo and liaising with Team Manager and Compliance Director to enable swift calculation of any loss and appropriate payment.
Supporting the Team Leaders and support in undertaking the root cause analysis and assessment of any training requirements or process changes.
Project Co-ordination
Generating reports and collating data from platforms and our Operations Team to provide the
Teams with the data required
Setting up tracking spreadsheets to track projects and share progress reports with the Teams and Operations, for example with:
ISA Utilisation
CGT assessment and report issues
Platform Rebalances
Client Mailings
Liaison with the team and feeding back progress on team projects, e.g. adoption of PensionLab, new Client Schedule
Platforms
Supporting the Team Leaders when Platform systems fail, and actions and client communications need co-ordinating.
Personal Specification
Financial Services Regulated Environment knowledge
Active CPD
Compliance training
Providing accurate and timely financial services administrative support
Good understanding of internal systems and processes for PC
Experience of dealing with complex and challenging situations
Identifying areas for improvement
To have provided coaching and development to support others, enabling personal growth and promotion
Solid understanding of providers and resolving issues
Sharing knowledge and best practise with others
Relevant financial legislation, rules and regulations, procedures and processes
Risk management
Basic understanding of pensions and investments
Excellent technical knowledge across all aspects of financial planning
Decision-making and problem solving
Planning, time management and organisation skills
Project management and process mapping
Data analysis
Ability to set up and maintain exception reporting
Team building
Coaching
Mentoring
Strategic thinking
Creativity and innovation
Ability to train others
Proficient IT skills, especially company specific software and Microsoft products
Build and maintain professional relationships
Networking
Leadership skills - motivating and inspiring others
Active listening with empathy
Asking the right questions with curiosity to gain insight into businesses
Communicating with emotional intelligence
Communicating under pressure
Effective writing
Expressing yourself
Assertive
Presenting data and information with confidence
Ability to communicate complex information in a simple way
Giving and receiving feedback
Interpreting body language, identifying what is not being said
Adaptable – ability to flex your style and approach in response to different people and different circumstances
Behaving in a professional manner both in the office and with clients
Trust and integrity
Genuine interest in people
Willingness to challenge, learn and continuously improve
Benefits
29 days holiday + office closed between Christmas and New Year + Birthday off
5% pension contribution
Flexible working
Hybrid working (two days from home)
Profit Share
Social events
Free parking
Free drinks/fruit
Cycle to work scheme
Length of service recognition
Discounted legal services
Life cover and income protection
Healthcare cash plan
Private health care scheme
Professional qualifications supported financiallyBefore You Apply
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Looking for your next career move? Join a top company hiring Team Co-Ordinator Support (Financial Planning) job near me in IP32, Rushbrooke, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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