Team Co-Ordinator Support (Financial Planning)
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for 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 and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration). Purpose of role To support the Team Manager and Team Leaders to ensure delivery of a high-quality financial planning service to clients Supporting the Team Manager and Team Leaders, co-ordinating training and a number of scheduled team projects, and with ad hoc events that occur Supporting the Team Leaders in overseeing and improving the quality of our procedures and processes, including regular review to keep them fit for purpose, efficient and up to date Analysis and sharing of data with the Team Leaders and wider team Establish and maintain effective relationships with the team and colleagues to ensure a smooth, timely and best of class service to clients Key Responsibilities Training and Processes Collating training needs across the team, including product, process and platform requirements Establishing Training ..... full job details .....
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