Team Co-Ordinator Support (Financial Planning)

Service Service Employment Agency Limited; Norwich; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading advice firm in Norwich seeks a Team Co-Ordinator to enhance the support provided to the Administration Team Managers. The role involves training coordination, project support, and improving processes to maintain high-quality service for clients. Competitive salary and benefits, alongside opportunities for personal and professional development.

Benefits

29 days holiday plus office closure between Christmas and New Year

5% pension contribution

Flexible and hybrid working arrangements

Profit sharing and social events

Free drinks and fruit

Cycle-to-work scheme

Support for professional qualifications

Qualifications

• Knowledge of the Financial Services regulated environment.
• Experience handling complex and challenging situations.
• Ability to train others and lead teams.

Responsibilities

• Support Team Manager in delivering high-quality financial planning services.
• Coordinate training and manage scheduled team projects.
• Analyze support team data and highlight reporting exceptions.

Skills

Communication

Problem Solving

Project Management

Data Analysis

Coaching

IT Skills

Tools

Microsoft Office

Intelliflo

Job description

My client is an award-winning advice firm with offices in Norfolk and Suffolk, established for over 35 years. Their Bury St. Edmunds-based team is seeking a Team Co-Ordinator to support their Administration Team Managers and Leaders. The successful candidate will benefit from a market-leading salary and benefits package, with opportunities for career progression supported both personally and financially. All professional exam costs are covered, and study support is provided. While progression is encouraged, it is not a prerequisite, and those content in the role are equally valued.

Purpose of Role

To support the Team Manager and Team Leaders in delivering high-quality financial planning services to clients. This includes coordinating training, managing scheduled team projects, and supporting ad hoc events. The role involves overseeing and improving procedures and processes through regular reviews, analyzing and sharing data with team leaders and colleagues, and establishing effective relationships to ensure a smooth, timely, and best-in-class service to clients.

Key Responsibilities

Training & Processes

• Gather training needs across the team, including product, process, and platform requirements.
• Develop training plans for new joiners.
• Participate in team meetings to gain insights and provide feedback on project updates.
• Ensure best practices are followed and understanding of new processes is checked.
• Assist in developing process maps for key processes outside of Advice Flows.

Data

• Utilize and analyze support team data via Quick View and other MI tools to assist Team Leaders in managing their sub-teams effectively.
• Highlight reporting exceptions such as overdue tasks, advice flow process delays, new business progression delays, non-compliance with processes, client authorization queues, and quality of client instructions.

Process Errors

• Coordinate error logging, ensuring errors are recorded promptly with full details.
• Manage tasks in Intelliflo and liaise with relevant managers to assess and address errors, including root cause analysis and training needs.

Project Coordination

• Generate reports and collate data from platforms and the Operations Team to support team projects.
• Set up tracking spreadsheets and share progress reports on projects such as ISA utilization, CGT assessments, platform rebalances, and client mailings.
• Coordinate with the team and provide updates on project progress, including adoption of new tools like PensionLab and client scheduling.

Platform Support

• Assist Team Leaders when platform systems experience issues, coordinating actions and client communications.

Personal Specification

• Knowledge of the Financial Services regulated environment.
• Active CPD and compliance training.
• Accurate and timely administrative support skills.
• Good understanding of internal systems and processes.
• Experience handling complex and challenging situations.
• Ability to identify areas for improvement and support team development through coaching and mentoring.
• Solid understanding of providers, legislation, and regulations.
• Excellent technical knowledge of financial planning.
• Decision-making, problem-solving, planning, and organizational skills.
• Project management and data analysis capabilities.
• Ability to train others, build relationships, and lead teams.
• Proficient IT skills, including Microsoft Office and company-specific software.
• Strong communication skills, including active listening, empathy, and the ability to present complex information simply.
• Adaptability, professionalism, integrity, and a genuine interest in people.

Benefits

• 29 days holiday plus office closure between Christmas and New Year, plus your birthday off.
• 5% pension contribution.
• Flexible and hybrid working arrangements.
• Profit sharing, social events, and free parking.
• Free drinks and fruit, cycle-to-work scheme.
• Length of service recognition, discounted legal services, life cover, income protection, healthcare cash plan, private healthcare, and support for professional qualifications.