Financial Services Operations Support (Remote)

This role is for you if you are an IFA administrator in a Financial Services practice, ideally with novation experience. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is a fast-growing and well-established Financial Services business with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This is a remote role.

The Role

You will be supporting the business to ensure their novation needs are completed accurately and in a timely manner. Novation experience is essential to this role.

You will be working closely with the Operations Support Team where you’ll be responsible for daily e-valuations, guidance support on the use of CRM systems, completing provider forms and accounts, as well as assisting and managing group projects. Effective and efficient communication, both internally and externally, is essential.

Benefits

• Salary - Up to £28,000 depending on experience.
• Remote work
• Death in Service (4 x annual salary)
• Private Medical Insurance provided by Vitality.
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% minimum (company will match up to 10%)
• Discretionary 10% annual bonus based on company performance.
• 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.