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Form of work
SalaryWe are currently recruiting for a Financial Planning practice in Finchley who are looking to recruit an experienced Operations Manager to manage the back-office of its expanding financial division of the group.
The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.
Job Description
You will be required to manage the day to day back-office operation of the financial services business.
The company is simultaneously hiring an administrator to support this role.
This is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority.
Responsibilities
• Managing all Back Office operations of the financial services division
• Managing the data input into Intelligent Office and setting the clients up
• Managing the Letters of Authority (LOA) process and ensuring regular follow up with the providers
• Preparing first meeting packs - as and when required
• Prepare suitability letters for Adviser sign off (using templates or software)
• Processing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
• Liaising with clients and providers where appropriate
• Managing fund switches and withdrawals
• Ensuring success with client calls, fact find meetings and sending relevant documents
• Adding and updating new business and fees onto back-office system
• Dealing with telephone and postal queries
• Producing client valuations
• Dealing with internal reporting on prospects, clients, status and fees
• Working with the finance team on commission income reconciliation
• Supporting colleagues with general miscellaneous admin
• Assisting with any other duties as required by the Directors
Person Specification
- At least four years exposure working for an IFA
- Experience in using Intelligent Office is essential
- Excellent Excel skills are essential
- Excellent customer service and administration skills
- Comfortable and credible when speaking with Clients and Providers over the phone
- Must be a team player who is able to manage their own workload
- Familiar working to tight deadlines
