Team Co-Ordinator Support (Financial Planning)

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.

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.
• Liaison with the team and feeding back progress on team projects.

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 financially.