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- Tasks: Support operational processes and enhance client service in a dynamic financial planning firm.
- Company: Join a progressive financial planning firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, early finishes, and flexible hours.
- Other info: Great opportunity for career progression in a collaborative environment.
- Why this job: Shape the future of operations in a growing firm while developing your career.
- Qualifications: 2-3 years in financial services; CRM and MS Office skills are a plus.
The predicted salary is between 30000 - 35000 £ per year.
Artemis Human Capital are pleased to be exclusively partnering with a dynamic financial planning firm as they seek 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.
The Job...
- 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.
The Ideal Candidate...
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.
Benefits & Remuneration...
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'.
Operations Coordinator (Financial Planning) employer: Artemis Search & Selection Limited
Contact Detail:
Artemis Search & Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Coordinator (Financial Planning)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for an Operations Coordinator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its operations. Understand their processes and think about how you can contribute to improving them. This will show that you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! As an Operations Coordinator, you'll need to convey information clearly and effectively. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Operations Coordinator (Financial Planning)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Coordinator role. Highlight your experience in financial planning and any relevant operations work. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Skills: Don’t forget to mention your proficiency in CRM systems and MS Office. We’re keen on strong communication and organisational skills, so give us examples of how you've used these in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Artemis Search & Selection Limited
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge before the interview. Understand key concepts and processes that are relevant to the role of an Operations Coordinator. This will not only show your enthusiasm but also demonstrate your ability to engage with the team effectively.
✨Showcase Your Organisational Skills
Since this role involves maintaining clear project documentation and timelines, be prepared to discuss your organisational strategies. Bring examples of how you've successfully managed projects in the past, highlighting your attention to detail and ability to keep things on track.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific challenges in operations. Think about potential barriers to project implementation and how you would address them. Practising these scenarios can help you articulate your problem-solving skills during the interview.
✨Demonstrate Strong Communication Skills
As you'll be collaborating closely with the MD and Operations Manager, it's crucial to showcase your communication abilities. Be ready to discuss how you’ve effectively communicated with teams in the past, and consider preparing a few questions to ask them about their operational processes to show your interest.