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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 (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration).

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, for example with:

ISA Utilisation

CGT assessment and report issues

Platform Rebalances

Client Mailings

Liaison with the team and feeding back progress on team projects, e.g. adoption of PensionLab, new Client Schedule

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