Operations Administrator
Service Care Solutions
Location: Somerset
Contract: Permanent
Salary: £30,000 - £36,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
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
- Completing application forms, encashment forms and trust deed documentation
- Checking identity verification requirements
- Submitting transactions via platforms or paper-based processes
- Handling important client documents, including identity documents and certificates
- Maintaining business ledgers and updating client records on Intelliflo
- Liaising with providers, platforms and internal colleagues
- Managing incoming and outgoing post, scanning, filing and archiving records
- Supporting monthly client communications, newsletters, payslips and regular contribution updates
- Ordering office supplies and helping to maintain a clean, organised office environment
- Previous administration experience, ideally within Financial Planning, Wealth Management or Financial Services
- Strong organisational skills and the ability to manage a varied workload
- Excellent attention to detail and accuracy when handling client information
- Confident communication skills, both written and verbal
- Comfortable speaking with clients, providers and internal team members
- Experience using Intelliflo would be highly beneficial
- Good IT skills, including Microsoft Office and general office systems
- Ability to work well as part of a team and support colleagues across the business
- Professional, reliable and proactive approach to work
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
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