Operations Administrator
Location: Somerset
Contract: Permanent
Salary: £30,000 - £36,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
Service Care Solutions are currently working on behalf of a client within the Financial Planning sector, who are looking to recruit an Operations Administrator to join their team.
This is a varied, client-facing administrative role, supporting the smooth running of the office and providing key operational support across client administration, provider liaison, meeting preparation and day-to-day office duties.
The role would suit someone highly organised, professional and comfortable working in a busy financial services environment where accuracy, communication and attention to detail are essential.
Key Responsibilities
Welcoming visitors and providing a professional front-of-house service
Answering telephone calls, taking messages and maintaining phone logs
Supporting meeting hospitality, including preparing rooms and refreshments
Issuing client regulatory packs, appointment confirmations and client agreements
Producing portfolio reports through Intelliflo
Processing Letters of Authority and chasing providers for outstanding information
Assisting with research using tools such as Iress Exchange, FE Analytics, Moneyfacts and provider websites
Preparing client presentations, illustrations, agendas and supporting documentation
Completing application forms, encashment forms and trust deed documentation
Checking identity verification requirements
Submitting transactions via platforms or paper-based processes
Handling important client documents, including identity documents and certificates
Maintaining business ledgers and updating client records on Intelliflo
Liaising with providers, platforms and internal colleagues
Managing incoming and outgoing post, scanning, filing and archiving records
Supporting monthly client communications, newsletters, payslips and regular contribution updates
Ordering office supplies and helping to maintain a clean, organised office environmentCandidate Criteria
Previous administration experience, ideally within Financial Planning, Wealth Management or Financial Services
Strong organisational skills and the ability to manage a varied workload
Excellent attention to detail and accuracy when handling client information
Confident communication skills, both written and verbal
Comfortable speaking with clients, providers and internal team members
Experience using Intelliflo would be highly beneficial
Good IT skills, including Microsoft Office and general office systems
Ability to work well as part of a team and support colleagues across the business
Professional, reliable and proactive approach to workIf you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed
