We have an excellent opportunity for somebody wishing to develop a career within financial services. You'll have strong spoken and written English skills, be professional, eager to learn and passionate about delivering excellent customer service
threesixty provides trusted compliance, technical, and business support to over 950 directly authorised advice and discretionary management firms, helping more than 10,000 individuals across the UK.
We support firms of all sizes, from sole traders to large nationals, at every stage of their journey, whether they are launching, scaling, or preparing for exit. Our flexible, menu based model allows firms to tailor support to their exact needs and budget, with direct access to experienced consultants, technical specialists, and a comprehensive online portal.
Our team offers guidance on complex regulatory and technical matters, including pensions, investments, tax, trusts, and estate planning.
Role overview
As Training and Events Coordinator, you will provide crucial support for the Group events team who deliver a range of in-house and bespoke events in relation to training and continued professional development for financial advisers.
What you'll do
* Managing email and phone queries from clients in connection with accessing training, continued professional development (CPD) certificates and various other queries
* Support the team with event organisation for both in-house and bespoke events as required
* Attend events, meeting clients face-to-face
* Assist with post event evaluation - coordinating the feedback report, and internal debriefs
* Attend and organise interdepartmental meetings with feedback on events
* Coordinate the delivery of annual CPD programmes to threesixty clients which could be both in-person events or online webinars and training workshops.
* Opportunity to develop regulatory or technical knowledge with exam support if desired
What you'll need to succeed
* Experience in an administration role would be an advantage as would experience working with customers
* Good spoken and written English - you'll be speaking and sending written communications to a wide range of clients, including those at the most senior levels, so you should feel confident doing this
* Excellent attention to detail
* Have a passion for delivering excellent customer services - a positive outlook and personality with a curious mind eager to learn
* Organised and a keen multi-tasker - happy to roll up your sleeves
* Self-motivated with strong prioritisation skills
Location
* This is a hybrid role - 2 to 3 days each week in our office in South Manchester.
* From time to time (with advance notice) you'll need to overnight in hotels for face-to-face events.
* Normal working hours are 9 to 5pm but occasionally, you may need to work longer hours in support of events.
Right to work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.