Operations Administrator

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

This position sits at the heart of our day-to-day operations and will involve:

• 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

We are looking for someone who is:

• 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.

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