Operations Administrator
Posted 2 months ago
Location- Burnham on Sea
Reference- Ref: 166687
Salary Package- £36000
Expiry Date- Expires 6th Sep 2026
- Job Type
- Permanent
Industry
Operations Administrator
Location: Somerset
Contract: Permanent
Salary: £30,000 - £36,000 per annum
Start Date: Flexible
Contact:
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
Candidate Criteria
Location: Somerset
Contract: Permanent
Salary: £30,000 - £36,000 per annum
Start Date: Flexible
Contact:
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 environment
Candidate Criteria
- Previous administration experience, ideally within Financial Planning, our client 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 work
Greg Waite
Managing Consultant
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