Onboarding and Operations Coordinator

We''re Hiring: Financial Services Onboarding and Operations Coordinator Bristol Hybrid Working Financial Planning Operations Up to £32,000 DOE + Bonus + Outstanding BenefitsLooking to build a career in Financial Services with a business that''s embracing technology, innovation and modern ways of working?We''re recruiting for a Financial Services Onboarding and Operations Coordinator to join a fast growing Financial Planning network, supporting adviser firms as they transition into a technology driven and highly efficient operating environment. This is a varied, fast paced role offering exposure to operations, implementation, adviser support and financial planning technology, ideal for someone organised, proactive and eager to develop within the industry. The RoleSupporting system setup, user access and provider onboardingCoordinating onboarding and implementation activities across adviser firmsMaintaining project trackers and ensuring smooth delivery timelinesAssisting with training sessions and onboarding supportHelping firms navigate systems, processes and first client casesManaging provider communications and resolving setup queriesContributing to process improvements, automation ideas and operational efficienciesUsing AI and technology tools to enhance workflows and client delivery What We''re Looking ForExperience within Financial Services, Operations, Administration or Client ServicesStrong organisational skills with the ability to manage multiple ..... full job details .....