At a Glance
- Tasks: Support onboarding and operations in a fast-paced financial services environment.
- Company: Join a growing financial planning network embracing innovation and technology.
- Benefits: Up to £32,000 salary, bonus, private medical insurance, and clear career progression.
- Other info: Dynamic role with exposure to AI and operational improvements.
- Why this job: Gain valuable experience in operations and technology while making a real impact.
- Qualifications: Experience in financial services or administration with strong organisational skills.
The predicted salary is between 32000 - 32000 £ per year.
We’re recruiting for a Financial Services Onboarding 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 Role
- Supporting system setup, user access and provider onboarding
- Coordinating onboarding and implementation activities across adviser firms
- Maintaining project trackers and ensuring smooth delivery timelines
- Assisting with training sessions and onboarding support
- Helping firms navigate systems, processes and first client cases
- Managing provider communications and resolving setup queries
- Contributing to process improvements, automation ideas and operational efficiencies
- Using AI and technology tools to enhance workflows and client delivery
What We’re Looking For
- Experience within Financial Services, Operations, Administration or Client Services
- Strong organisational skills with the ability to manage multiple priorities
- Confidence using systems, spreadsheets and technology platforms
- Excellent communication skills and strong attention to detail
- A proactive, solutions-focused mindset
- Interest in AI, automation and operational improvement
What’s On Offer
- Salary up to £32,000 DOE
- Bonus up to 5%
- 10% non-contributory pension
- Private Medical Insurance
- 8x Life Assurance
- Clear career progression opportunities
- Exposure to a growing, forward-thinking Financial Planning business
This is an excellent opportunity for someone early in their Financial Services career looking to gain valuable exposure across operations, onboarding, technology and adviser support within an innovative and collaborative environment. Interested? Get in touch to learn more or apply directly.
Onboarding & Operations Coordinator employer: CAP Resourcing LTD
Join a dynamic and innovative Financial Planning network in Bristol as an Onboarding & Operations Coordinator, where you'll thrive in a hybrid working environment that champions technology and modern practices. With a competitive salary, bonus potential, and outstanding benefits including private medical insurance and a non-contributory pension, we prioritise employee growth and offer clear career progression opportunities. Our collaborative culture encourages proactive contributions to operational efficiencies and embraces the latest advancements in AI and automation, making it an ideal place for those eager to develop their careers in Financial Services.
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding & Operations Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend jotting down key points about their operations and technology use, so you can show off your knowledge and enthusiasm during the chat.
✨Tip Number 3
Practice your responses to common interview questions. We suggest doing mock interviews with friends or using online resources to get comfortable talking about your experience and skills.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. And remember, apply through our website for the best chance!
We think you need these skills to ace Onboarding & Operations Coordinator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your organisational skills and any experience in Financial Services or Operations to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this role. Share specific examples of how you've used technology or improved processes in previous roles to show us you're proactive and solutions-focused.
Show Off Your Tech Savvy:Since we’re all about embracing technology, mention any systems or tools you’ve worked with. If you’ve got experience with spreadsheets or AI tools, let us know how you’ve used them to enhance workflows!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at CAP Resourcing LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and operations. Familiarise yourself with common industry terms and the specific technologies mentioned in the job description. This will show that you're not just interested in the role, but that you’re genuinely engaged with the field.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you successfully managed multiple priorities. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your ability to keep things running smoothly.
✨Be Proactive in Your Approach
Demonstrate your proactive mindset by discussing how you've contributed to process improvements or implemented new ideas in previous roles. Think about times when you took the initiative to solve a problem or streamline a process, as this aligns perfectly with what they’re looking for.
✨Communicate Clearly and Confidently
Excellent communication is key in this role, so practice articulating your thoughts clearly. Prepare to discuss how you would assist firms with onboarding and training, and be ready to answer questions about how you would handle provider communications and resolve queries effectively.
