Operations Administrator

Overview

Operations Administrator - Location: Somerset; Contract: Permanent; Salary: £30,000 - £36,000 per annum; Start Date: Flexible.

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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.

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

Candidate Criteria

• Previous administration experience, ideally within Financial Planning, our client 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