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We are recruiting!

We are recruiting!

JOB DESCIPTION


Job Title: Client and Operations Coordinator


Purpose of the Job: To assist in a variety of tasks to ensure the smooth delivery of excellent client service and daily operations of the business


About de Lisle Financial Planning


We are a small Financial Planning company based at Far Peak Business Park near Northleach. Our clients are typically families involving professionals or small business owners either in or approaching retirement, who have achieved a degree of financial success. It’s our job to reduce the stress involved with money, make their lives easier, provide clarity, peace of mind, and ultimately help them make better decisions, whether that’s financial or otherwise.


Based in the Cotswolds countryside, with its beautiful rolling hills the site provides access to 25 acres of green space, a gym, padel courts, climbing walls, physiotherapist, chiropractor, and even sauna/ice bath facilities (for those Wim Hof enthusiasts!)


Key Responsibilities & Accountabilities


Client servicing


  • Provide a friendly yet professional point of contact for clients, providers, and suppliers (by phone, email and in person)

  • Organise existing and prospective client meetings and actively manage the Financial Planners diary and workload

  • Prepare client documentation in advance of client meetings

  • Manage client service needs and client expectations to ensure client satisfaction

  • Ensure relevant service components (as per the client agreement) are delivered throughout the year in a timely manner

  • Maintain SharePoint, the back office system and client files to the required compliance standards

  • Filter Financial Planner's general information, queries and invitations


Operations


  • Provide support with operational projects on an ad hoc basis

  • Assist the team with the management of daily operational activities

  • Help maintain back office documents and processes

  • Manage the website and other marketing/ client communication tasks

  • Help plan and organise events, team days and charity events

  • Help integrate and innovate technology in business operations

  • Maintain the register of hardware, software and staff passwords

  • Liaise with professional connections, external IT consultants and suppliers

  • Assist the Financial Planner with travel arrangements, restaurant bookings, etc

  • Help identify operational issues, resolving them as effectively as possible

  • Answer, screen and forward incoming calls

  • Open, scan, log and allocate incoming post

  • Other administrative tasks as required

  • Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements


Skills required


  • Must be able make a good cup of tea when it’s your round!

  • Our full-time office manager is Quincy, a cocker spaniel, is in charge of security and office morale, so a love of dogs is essential!

  • Sense of humour and ability not to take themselves too seriously

  • Not afraid to ask for help

  • Enthusiastic, self-motivated, reliable and collaborative

  • Confident telephone manner, not afraid to pick up the phone

  • Passionate about client service and operations

  • Strong team player who works well alongside others but also able to work under their own initiative

  • Highly organised with good time management skills

  • Excellent attention to detail

  • Excellent knowledge of Microsoft Outlook, Excel, Word, SharePoint and Teams

  • Curiosity and willingness to explore different ways of working

  • An openness to flexibility within the role


Experience


  • Experience of working in an office-based role

  • Experience as a personal assistant, administrator or client-facing role

  • Experience as a coordinator in a business environment


Please note this is open to people in other industries based within easy traveling distance but would not suit potential applicants who are looking to progress to a financial planner.

Our values:


  • Take pride, stay humble - Be proud of our work, stay confident, but remain humble. Always strive to improve without looking down on others.

  • Less but better - Simplify and perfect our core services. Focus on excellence and partner with those who share our values where required.

  • Sharpen the saw - Continuously improve our skills and well-being. Stay sharp, stay effective.

  • Courage is calling - Take risks, innovate, and learn from failures. Push our limits with integrity and transparency.

  • Force for good - Lead by example. Act with integrity, prioritize clients, support the team, and contribute to society.


Comprehensive benefit package including:


  • Salary - £25,000 to £28,000 pro rata (plus a meaningful discretionary Xmas bonus)

  • Initially 25 hours, with the expectation this will increase in time

  • Flexible working hours including 1 day work from home

  • Holiday – 25 days (pro rata) plus bank holidays, increasing to 30 after 2 years

  • 7% employer pension contributions

  • Plus much more


How to apply


If you would like to apply for this role please contact us at info@delislefp.co.uk. Please attach your CV with a short letter telling us why you would be a great fit for our team!

Closing date for application is 21st August 2024.


No Agencies please.

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