Role: Financial Planning – Operations Executive (Senior)
Location: Pune
Job Purpose
The purpose of the role is to ensure the smooth and efficient functioning of the Financial Planning Operations team.
This position is responsible for managing day-to-day administrative tasks, coordinating between different central and regional teams, and supporting the operations team in achieving their goals.
Core Duties and Responsibilities
General Administration:
- Organise meetings and workshops for operations-related projects.
- Organise and take minutes for Operational forums and committees
- Gather feedback and perform analysis.
- Update the organisation chart for joiners and leavers.
- Manage the Operations team mailbox, resolving or forwarding queries as required
- Manage the Financial Planning intranet, keeping information up to date, including internal policies and procedures and issuing communications
- Management of the preparation and distribution of monthly FP newsletter
Responsible for ensuring data maintenance tasks for our main systems and providers are carried out:
- Manage client restrictions on CRM and other systems used
- Implementation of reallocation of planners in bulk
- Ensure that users are up to date with our main providers, including unipass certificates.
- Check and resolve valuation feed issues.
- Keep up to date with new releases and assist with updating communication, updating of process and the setting up of new integrations where required
- Refresh and update Power BI dashboards
Supplier Relationship Management:
- Complete questionnaires for suppliers and liaise with procurement on contracts and renewals.
- Attend supplier meetings to track actions as required
- Support with Supplier Management presentations and budget reviews
Assist with the delivery of the training programme:
- Update how-to guides and record training sessions/webinars.
- Communicate process updates through all channels.
- Organise training sessions and monitor attendance.
- Assist with the preparation of training materials
- Set up new joiners/leavers and assist with training needs.
Assist with the preparation of data for the quarterly portfolio rebalances
Provide Operational support to the regional teams to manage client’s cash
Support all Operational initiatives across Financial Planning as led by the Director of Operations
Person Specification
- Report writing/Presentation writing/minute taking/project support skills
- Experience and general understanding of the regulated Financial Services Industry preferred
- Strong communication and interpersonal skills.
- Strong planning and prioritisation skills
- Attention to detail to maintain high standards with a focus on quality.
- Ability to be flexible and multitask.
- Ability to adapt to regular changes.
- Self-motivated and organized.
- Good working knowledge of Microsoft software, including ideally Microsoft Co-Pilot
You will commit to:
- Doing the right thing for the client, the business, and the people you work with.
- Take responsibility for your own actions and contribution to delivering good client outcomes.
- Show respect to yourself, colleagues and clients by living the Firm’s behaviours.
- Shape the future by anticipating and responding to the needs of our clients.
At Forvis Mazars, we embrace diversity and are committed to fostering an inclusive culture where everyone feels valued, heard, and empowered. We provide equal opportunities for growth and advancement, regardless of background, identity, or experience. Join a global team where your unique perspective helps shape a more equitable and innovative future. If you’re ready to make an impact and elevate your career, we’d love to hear from you.