Operations Coordinator; Financial Planning

Overview

Artemis Human Capital are pleased to be exclusively partnering with a dynamic financial planning firm as they seeking to appoint an Operations Coordinator in a newly created role. Working closely with the firm’s MD & Operations Manager, you will help shape the operational processes in this supportive & growing business. This role will focus primarily on ensuring the team is supported by clear processes, strong governance, & a consistent commitment to exceptional client service.

Collaborating with the team’s Operations Manager & MD, you will work across the following areas:

• Ensuring projects are well monitored, tracked, & implemented.
• Maintain clear project documentation, timelines, action logs, & status reports to support transparency & accountability.
• Address queries, challenges, & barriers to implementation of any projects.
• Identify, track, & record issues at all levels across the business.
• Working with the wider team to draft end-to-end workflows that support the firm’s financial planning, client servicing, & operational processes.

This is a truly unrivalled opportunity for an experienced financial services professional keen to side-step into an operations role that will assist with shaping a scaling & progressive firm. Successful candidates will ideally also possess the following:

• 2-3 years minimum experience working within a Financial Planning firm.
• Any operations experience within a financial planning team would be highly desirable but not essential.
• Proficient in CRM Systems, document management systems & MS Office.
• Strong communication & organisational skills.
• Ability to work to a high degree of accuracy & confidentiality.

Our client have put together an excellent remuneration offering for the successful candidate, including:

• A competitive base salary of £30-35,000 per annum (DOE)
• Hybrid working
• Early Friday finish time
• Scope for future development & progression
• Flexible working hours
• Enhanced sick pay scheme
• Enhanced parental leave
• Excellent company culture

For more information about this opportunity, speak to Beth Gault at Artemis Human Capital, or click ‘Apply’.