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We are working with an award-winning, national financial planning and investment management business that is transforming the way advice is delivered to clients. This innovative and client-focused company combines traditional expertise with cutting-edge technology, ensuring the highest quality of service for individuals, trusts, and institutions.
The RoleYou will play a pivotal role in supporting the Director of Wealth Operations to enhance digital transformation and improve the quality of financial advice processes, reports, and client engagement.
You’ll be responsible for:
- Template Creation & Maintenance: Enhancing templates to meet client needs, regulatory standards, and improve user experience.
- Process and Document Automation: Driving efficiency through tools like Smartflows, automating workflows, and ensuring consistent, high-quality advisory outputs.
- Collaboration: Working closely with paraplanners, operational teams, and stakeholders to standardise and innovate processes.
- Testing & Reporting: Ensuring robust, real-time reporting and seamless integration across systems.
What We’re Looking For
- Level 4 Diploma in Regulated Financial Planning (CII) required; Level 6 qualification or progress towards it preferred.
- A tech-savvy individual with advanced Microsoft Excel skills and basic coding experience.
- Passion for driving change, improving efficiency, and delivering client-centric solutions.
Why Join?
- Salary: £50,000-£60,000 (dependent on experience).
- Benefits: 28 days’ holiday (plus bank holidays), life assurance, income protection, pension, and access to a flexible benefits platform.
- Flexible Hybrid Working: 2 days in the Whiteley office, with the remainder from home.
This is your chance to join a dynamic and innovative team, working for a company recognised as one of the best places to work in the industry. Ready to take the next step in your career? Apply now to make a meaningful impact on the future of financial planning!
