Operations Executive, Financial Planning, London Operations Executive, Financial Planning, London …

Non-disclosed
in London, England, United Kingdom
Permanent, Full time
Last application, 06 Jul 20
Competitive
Non-disclosed
in London, England, United Kingdom
Permanent, Full time
Last application, 06 Jul 20
Competitive
Our client, is a financial planner based in the West End with over £1 billion assets under service. They are seeking an Operations Executive to join the team with extensive experience in using the Intelliflo system to generate reports and provide training to the wider team. The business has an interesting client base and a great internal culture.

Responsibilities and requirements:

  • Give IOS for current and new staff
  • Ensure documentation is maintained and up to date
  • Implement the IO related procedures including factfind, monitoring and troubleshooting IO valuations as and when required
  • Assist the compliance team with support and admin tasks, as part of quality control 
  • Development of MI and user defined MI reports to assess ongoing performance measures
  • Assist in preparation of management information for leads, AUM charging reports, PI renewals, adviser KPIs, Regulatory returns and staff appraisals
  • IT skills and previous experience in using the Intelligent Office system is essential 
  • Team player and can do attitude 
  • Proven background or interest within Financial Services 
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