Operations Assistant

£26,000 - £28,000 + Great Benefits

We are seeking a proactive, ambitious and detail-oriented Operations Assistant to support our Operations Manager in ensuring the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.

Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.

Applications are particularly encouraged from individuals that share our client’s focus on quality, teamwork, continuous development and client care.

Key Responsibilities

Provide administrative support to the Operations Manager. Data Management and Reporting – ensuring databases are up to date, in addition to preparation of internal reports for the Operations Manager. Process Improvement – proactively suggest and implement improvements to streamline operational process and coordination across departments. Compliance Oversight - Assist with monitoring and implementing compliance procedures in line with St. James's Place and FCA regulations. Support Projects - Provide assistance on key operational projects, ensuring timelines, budgets, and deliverables are effectively managed. Client Interaction. Support with Ad-hoc Office Management tasks.

Skills & Experience

IT Systems – Proficiency in Microsoft Office and familiarity with CRM systems e.g. Salesforce. Administrative Experience. Experience in client facing roles, ideally from within the financial industry background. Efficient - track record of managing multiple tasks efficiently. Ability to prioritise with attention to detail and the ability to problem solve. Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint). Fast learner – ability to learn how to use new systems and processes. Discretion – ability to handle sensitive and confidential information with professionalism and integrity. Time management – skilled in managing schedules, meeting deadlines and maintaining productivity under pressure. Strong communication skills and eagerness to develop professionally. A positive mindset and ability to thrive in a fast-paced environment. Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions. Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems. Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement. Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand. Planning and Organising: Manages own time, priorities, and resources to achieve goals. Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside a highly attractive salary and an attractive benefits package including 25 days holiday and breakfast and lunch provided daily. Apply now!