Financial Operations Coordinator

3 weeks ago

Halifax, Nova Scotia, Canada Perspective Financial Group Ltd Full time

Perspective Financial Group Ltd is recognized as a leading client-focused financial advisory firm in the UK, dedicated to serving both our clients and our employees. Established in 2008, we have expanded to over 35 offices across the nation, employing a team of 450 professionals, including more than 160 highly qualified financial advisors and support staff.

We consider financial planning a profession, offering specialized knowledge to individuals, families, businesses, and trustees. Many of our client relationships have lasted over 25 years, spanning multiple generations.

We seek individuals who share our commitment to client service, possess the determination to achieve outstanding results, and have a genuine enthusiasm for personal and professional growth.

Our Purpose: To deliver expert, specialized financial planning and wealth management guidance that empowers our clients to maximize their financial resources, enabling them to prepare for and realize their desired futures.

Our Vision: To cultivate a sustainable and socially responsible enterprise that earns the trust of our employees and clients, always prioritizing our core value of putting clients first in all our endeavors.

Our Core Values: Our clients are central to our mission. Our six guiding principles shape our daily operations:

  • Client-Centric Approach
  • Integrity in Actions
  • Commitment to Excellence
  • Building Trusting Relationships
  • Setting High Standards
  • Collaboration and Teamwork

Perspective is committed to fostering a supportive and inclusive culture throughout our organization.

Position Overview:

Are you eager to enhance your Financial Administration expertise within a prominent Wealth Management Firm that boasts a successful administrative team? If so, we have an exciting opportunity for you.

We are currently seeking a Financial Administrator to support our dynamic team. This role is vital and diverse, where your experience in delivering high-quality administrative assistance will be essential to our operations. You will serve as the primary contact for client inquiries related to pensions, investments, and protection, while also coordinating with product providers and managing various office administration tasks to ensure exceptional service for both internal and external stakeholders.

Office Environment: Perspective (Brighter)

Working Hours: Monday – Friday, 9am to 5:30pm with a one-hour break (37.5 hours). Part-time hours are also available.

Compensation: Competitive salary based on experience and qualifications, details available upon request.

Employee Benefits: 25 days of annual leave (increasing with tenure) plus public holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension Plan, Corporate Eyecare, and various shopping discounts.

Key Responsibilities: This position plays a crucial role within the team, and you will be involved in the daily administration of Wealth Management, ensuring compliance and effective processes are adhered to while maintaining accurate information. Your duties will encompass, but are not limited to:

  • Client communication, both written and verbal.
  • Processing new business applications.
  • Preparing client review documentation.
  • Scheduling client meetings and managing the advisor's calendar.
  • Handling illustration requests.
  • Ensuring all financial planning client administration complies with company procedures.
  • Maintaining client records within the company software, ensuring files are well-organized, accurate, and compliant.
  • Managing phone inquiries and requests, addressing them appropriately.
  • Providing back-office support.

Given the nature of our business, the role may also involve additional responsibilities deemed reasonable.

Candidate Requirements:

The ideal candidate will have prior experience in a Financial Planning environment and should be motivated, friendly, and professional at all times, capable of engaging with third parties while representing the company positively.

Additionally, you should possess or be willing to develop skills in:

  • Proficient knowledge of IO and Platform.
  • Ability to produce clear business correspondence and proofread for accuracy.
  • Confidence in using IT and office software, including Teams, Outlook, Word, and Excel.
  • Effective workload management and prioritization.
  • Strong planning, organizational, and multitasking skills.
  • Analytical and problem-solving capabilities.
  • Flexibility and adaptability to change.
  • Excellent communication skills across all levels.
  • A collaborative team player with a positive outlook.
Additional Information:

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