Assistant Business Co-Ordinator

Milton Keynes
18000.00 - 22000.00 GBP Annual
23 Nov 2018
21 Dec 2018
Contract Type
Full Time
Assistant Business Coordinator GBP18-22K

Are you well organised, with excellent attention to detail ?

As the Assistant Business Coordinator working for this successful Independent Financial Advisors, you will be helping to organise and complete a number of non-client and sometimes client facing tasks

Key Responsibilities;

* Preparing appropriate documents for individual clients

* Ensure relevant paperwork is complete/received

* File documents post meetings and submit to provider

* ID checks including sanction register check

* Send summary of decisions to client post second meeting

* Chase transfers and any new money and update client

* Complete fund switches as required

* Input risk questionnaire results onto the system

* Sending/chasing Letters of Authority to clients/providers

* Updating clients throughout the new business process

* Complete case submissions

* Correspond with clients both verbally and in written format

* Scanning documents and storing them in the correct file

* Keep Managing Director updated weekly and as required on issues and pipeline

* Help oversee specialist outsource work

* Prioritising and allocating outsourcing

* Summarising quality from advisers/staff

* Occasional sitting on first appointments


* Understanding of the financial planning process

* Work within defined business processes

* Ability to achieve agreed outcomes independently

* Ability to plan own workload

* Detailed and accurate

* Organised

* Ability to multitask and prioritise effectively

* Work independently

* Maintaining confidentiality

* Proactive

* Work effectively with the team

An interest in Financial Services would be advantageous

Working Hours from 8.00 am until 5.00 pm weekdays (although we normally finish at 4.00 on a Friday) and one Saturday morning a month (8.30-12.30)

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