Investment Processing Coordinator (Maternity Cover) - Remote UK

Sapphire Financial Planning Ltd; Whiteley; Híbrido; GBP 25.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Holiday entitlement

Training and development

Bonus opportunity

Descripción de la vacante

A financial planning firm in the UK seeks a Business Processing Executive on maternity cover. This entry-level role involves client liaison during investment processing, ensuring documentation accuracy and compliance, while working both remotely and in the office every Friday. Ideal candidates should have a background in financial services or client servicing, strong organisational and communication skills, and proficiency in IT. The position offers a full-time fixed-term contract with various benefits including holiday entitlement and training opportunities.

Formación

• Experience in financial services administration or client servicing.
• Strong organisational skills and attention to detail.
• Confident communicator with a professional manner.

Responsabilidades

• Liaise with clients throughout the investment processing journey.
• Ensure documentation is complete, accurate, and recorded.
• Maintain strong attention to detail and compliance.

Conocimientos

Financial services administration

Client servicing

Organisational skills

Communication skills

IT proficiency

Descripción del empleo

A financial planning firm in the UK seeks a Business Processing Executive on maternity cover. This entry-level role involves client liaison during investment processing, ensuring documentation accuracy and compliance, while working both remotely and in the office every Friday. Ideal candidates should have a background in financial services or client servicing, strong organisational and communication skills, and proficiency in IT. The position offers a full-time fixed-term contract with various benefits including holiday entitlement and training opportunities.