Operations Coordinator; Financial Planning

Position: Operations Coordinator (Financial Planning)
Artemis Human Capital are pleased to be exclusively partnering with a dynamic financial planning firm as they seeking 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'.

Skills:

Operations Financial Planning Financial Services Admin FS Admin