This role is for you if you are experienced with Novations and Agency related work as part of financial adviser business acquisitions.With this role you will benefit from joining a large team where you will receive support, remote working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The Business
The business is a fast-growing and well-established Financial Services business with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This is a remote role.
The Role
You will be leading the operations support team and working closely with the Head of Operational Enablement where you’ll be first line support for escalations from the team for agencies, novations, and operation support queries. You will ensure the team is following agency, novation, and validation processes to minimise risk, and plans are novated accurately and in a timely manner.
You will be responsible for individual novation and agency projects from start to end to deliver positive outcomes to the business as well as newly acquired firms.
Benefits
1. Salary - Up to £35,000 depending on experience.
2. Remote work
3. Death in Service (4 x annual salary)
4. Private Medical Insurance provided by Vitality.
5. Group Income Protection
6. ...