At a Glance
- Tasks: Support office operations and provide key administrative assistance in a dynamic financial environment.
- Company: Join a leading firm in the Financial Planning sector with a focus on client service.
- Benefits: Competitive salary, flexible start date, and opportunities for professional growth.
- Other info: Enjoy a busy, engaging work environment with plenty of opportunities to learn.
- Why this job: Be part of a vibrant team where your organisational skills make a real difference.
- Qualifications: Strong organisational skills and a professional attitude are essential.
The predicted salary is between 30000 - 36000 £ per year.
Location: Somerset
Contract: Permanent
Salary: 30,000 - 36,000 per annum
Start Date: Flexible
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
Operations Administrator in Somerset employer: Service Care Solutions
At Service Care Solutions, we pride ourselves on being an exceptional employer in the Financial Planning sector, located in the picturesque Somerset. Our vibrant work culture fosters collaboration and professional growth, offering employees ample opportunities for development while enjoying a supportive environment that values accuracy and communication. With competitive salaries and a commitment to employee well-being, we ensure that our team members thrive both personally and professionally in their roles.
