Business Coordinator

City Capital are currently representing a highly respected and fast growing financial advisory and wealth management consultancy who have retained our services to appoint a Business Coordinator at a truly exciting time of success.

The Company

Our client is an award-winning consultancy that supports IFA and Wealth Management business owners to achieve their short and long-term business strategies. This may include growth planning exit planning and succession planning.

Since launch our client has grown at an incredible rate. This is due to their board and senior leadership team being well known in the financial services market and sought after for their guidance and leadership.

The firm is very modern in its approach both in terms of its engagement with tech and automation but also in how the business is run culturally. It is not a stuffy corporate and focusses on its people their development and career progression. They in turn look after the clients.

The growth makes this a critical appointment at an exciting time and for the successful candidate the opportunity to join a thriving firm and to truly take their careers to the next level.

Role Overview

As Business Coordinator you will be the glue that binds the team together.

Reporting to the COO the role is essentially a blend of PA/EA team assistance project and administrative management. Day to day you will tackle tasks that drive the business forward such as arranging key meetings or events taking minutes and setting agendas arranging travel & accommodation overseeing the progress of client projects and mapping out next steps preparing presentations and reports ensuring the upkeep of the company CRM and data activity managing confidential documents preparing contracts and any other task that supports the needs of the business or clients.

To complement this you will be involved in group wide enhancement and change projects focussing on improving technology and automations streamlining processes developing propositions planning marketing activity and events etc...

As you can see this is a diverse but rewarding role where full training will be given in areas you may yet to have experienced. Key to this appointment is attitude a willingness to learn and an openness to tackling any task that supports the needs of a fast-growing firm.

Responsibilities

Supporting the COO/CEO with diary management and meeting prep

Supporting the wider team with activity such as travel and accommodation

Supporting the arrangement of meetings and minute taking

Supporting the upkeep of the company CRM and data activity

Supporting client requirements & tracking client project progress & touch points

Supporting financial reporting by analysing and reporting on financial metrics

Supporting marketing efforts and analytics

Business administration lead keeping them organised and active

Preparing client summaries updating records and scheduling calls

Creating presentations and reports as required

Supporting the development of process improvements and tech enhancements

Support the upkeep of the office space

The central point of contact for the business and their clients

Candidate Requirements

The ideal individual for this role is likely to demonstrate at least 1-2 years experience within a similar role and environment.

Key will be your capacity to manage a number of projects simultaneously requiring excellent organisational and time management skills. You will be keen to learn and brave to tackle new tasks and will be collaborative in your approach happy to work with the broader team on key projects but comfortable working independently where required.

Minimum 1-2 years in a similar role

Comfortable supporting multiple teams and adapting to different challenges

Happy working in a fast paced and growing environment where change comes quickly

Highly organised possesses a natural ability to keep things running smoothly

A clear and confident communicator comfortable with phone or email communication

Proactive and curious asking questions and always striving for excellence

Strong attention to detail with pride in delivering accurate high-quality work

Enjoys working in a close-knit collaborative team that values openness and clearness

Proficient across Microsoft 365 willingness to learn new CRM systems

On Offer

Our client is ideally looking to paybetween 28k - 32kas a basic salaryfor the ideal individual which will be relevant to offers may also be considered for exceptional direct experience.

Salary will be complemented by access toour clients fantastic bonus and benefits package too which will increase annual income.

You will receive full training and development and opportunities to progress to more senior roles internally are likely to rise as you deliver outstanding performance in this role and the business continues to scale and grow.

Initially this role will be 5 days per week in our clients Northwest Leeds office which move to hybrid and a 9-day fortnight once probation is passed. This is critical for your development and long-term chances of success. Happy to discuss.

Next Steps

There is a reasonable amount of urgency to fill this position in line withobjectives.

Due to the nature of the role & opportunity you do not expect it to be on the market for long!

If this role does sound like one that you are both qualified for and interested in then we look forward to your application as soon as possible.

Once we have reviewed your application we will be in touch with an update.

We look forward to hearing from you.

TheCity Capital Team