At a Glance
- Tasks: Be the friendly face of our firm, managing client interactions and supporting operations.
- Company: Join Positive Wealth Creation Ltd, a respected financial planning firm in Burnham-on-Sea.
- Benefits: Flexible working options, professional development, and a supportive team environment.
- Other info: Enjoy a varied role with opportunities for growth in a dynamic environment.
- Why this job: Make a real impact by helping clients and contributing to a growing business.
- Qualifications: Organised, detail-oriented, and confident in client interactions; financial services experience preferred.
The predicted salary is between 30000 - 40000 £ per year.
Positive Wealth Creation Ltd is an established, independent financial planning firm based in Burnham-on-Sea. We provide high-quality, considered advice to a wide-ranging client base and pride ourselves on delivering a highly personalised, professional service. We are now looking to recruit an Operations Administrator to become a central part of our team. This is not a generic back-office role; it is a varied, front-of-house position combining client interaction, technical administration, and operational support across the business.
The Role
- Acting as a first point of contact for clients, including welcoming visitors and managing incoming calls
- Preparing client meeting packs, regulatory documents, and portfolio reports (Intelliflo)
- Managing Letters of Authority and liaising with providers to obtain information
- Supporting advisers with research using tools such as Iress Exchange, FE Analytics and provider platforms
- Processing applications, encashments, and transactions across platforms including Aviva, Fidelity and AJ Bell
- Maintaining accurate client records and updating Intelliflo throughout the advice process
- Chasing providers and managing workflows to ensure timely case completion
- Handling sensitive documentation including identification, probate papers and policy documents
- Assisting with regular business reporting, including income tracking and client servicing activity
- Managing post, client correspondence, and general office organisation
This role also carries a strong front-of-house element, so professionalism, organisation and attention to detail are essential.
About You
- Highly organised with excellent attention to detail
- Confident dealing with clients both in person and over the telephone
- Comfortable managing multiple tasks in a structured and regulated environment
- Proactive and able to work independently whilst supporting a close-knit team
Experience in financial services is strongly preferred. In particular, the following would be advantageous:
- Working knowledge of Intelliflo
- Experience with adviser platforms such as Aviva, Fidelity or AJ Bell
- Progress towards CII qualifications
Working Arrangements
Ideally this is an office-based position due to the client-facing nature of the role. However, we are open to flexibility to suit the right candidate, including: 5 days per week with 1 day working from home, or a 4-day working week.
Why Join Us?
You will be joining a well-established and respected firm where quality of work and client relationships take priority. The role offers genuine variety, responsibility, and the opportunity to become a key part of a growing business.
Operations Administrator in Burnham-on-Sea employer: Positive Wealth Creation Ltd
At Positive Wealth Creation Ltd, we pride ourselves on fostering a supportive and dynamic work environment in Burnham-on-Sea, where our Operations Administrator will play a pivotal role in delivering exceptional client service. Our commitment to employee growth is evident through flexible working arrangements and opportunities for professional development, ensuring that you can thrive both personally and professionally while contributing to a respected financial planning firm.
Contact Details:
Positive Wealth Creation Ltd Recruitment Team
