At a Glance
- Tasks: Manage daily operations, coordinate meetings, and support the team in a dynamic environment.
- Company: Established financial services firm in the heart of London.
- Benefits: Competitive salary, bonuses, and a range of benefits.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: Organised, proactive, and detail-oriented with administrative experience.
The predicted salary is between 33750 - 41250 £ per year.
An established and growing financial services firm based in the City of London is seeking an experienced Operations Administrator to join its team. This is a varied and rewarding role offering exposure across operations, finance, compliance, HR, procurement, and office management. Reporting directly to the Directors, you will play a pivotal role in supporting the smooth running of the business while helping to deliver an exceptional service to both clients and colleagues. This position would suit an organised, proactive, and detail-oriented professional who enjoys taking ownership of a diverse workload within a regulated environment.
Key Responsibilities
- Manage a wide range of day-to-day administrative tasks and office operations
- Book meeting rooms and coordinate adviser appointments
- Maintain and update client and business records within the CRM system
- Complete client AML checks and assist with information gathering
- Manage incoming and outgoing post
- Answer telephone enquiries professionally and efficiently
- Liaise with IT providers and resolve office equipment issues
- Support Directors with business-related tasks
Operations Administrator (Wealth Management) - London - £35,000-£40,000 (Dependent on Experience) employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
