We are proud to be working with a dynamic and forward-thinking local Financial Services business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Senior Client Operations Administrator to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!
Job Title
Senior Client Operations Administrator Financial Services
Location
Wellington, Somerset
Salary
£35,000 - £40,000 PA DOE
Hours
Monday to Friday, 8.45am - 5.15pm
Key Highlights of the Benefits Package
- Matched pension contributions up to 5%, plus reinvestment of employer NI savings
- Private medical insurance for all permanent employees
- Life assurance (4 salary) and income protection (75% salary in long term illness)
- Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
- Full funding for professional exams, training and subscriptions
- Electric car, cycle to work and season ticket schemes
- Long service awards, referral bonuses, and paid volunteering time
The Role
This is a dual purpose role, combining high quality client servicing with operational and reporting support across the group. Working closely with Financial Consultants and the Operations Director, the role ensures smooth day to day administration, efficient processing of new and ongoing business, and a consistently positive client experience. In addition, the position supports business performance by producing accurate management information, contributing to regulatory reporting, and assisting with group projects and improvements, helping to maintain compliant and well organised operations across the business.
Client Servicing & Relationship Management
- Act as the first point of contact for clients, handling enquiries professionally by phone, email, and in person
- Manage client expectations and ensure a high standard of ongoing client service
- Coordinate client communications and respond to administrative queries
Diary & Meeting Coordination
- Organise client and prospective client meetings
- Manage consultants' diaries and workloads as required
- Ensure actions from meetings are diarised, tracked, and completed
- Prepare meeting and onboarding packs
- Complete, submit, and follow up on new business applications
- Check accuracy and compliance of documentation
- Process trades, fund switches, and rebalances within agreed timescales
Client Reviews & Ongoing Servicing
- Coordinate annual and ongoing client review processes
- Prepare valuation reports and review documentation
- Implement agreed post review actions and issue follow up correspondence
- Maintain compliant and up to date client files
Administration & CRM Management
- Maintain accurate client records and file notes on the CRM system (Intelligent Office)
- Process servicing requests (e.g. surrenders, claims, policy updates)
- Provide general administrative support and team cover when required
Operations & Management Information
- Produce regular management information and performance reports
- Generate and analyse data for business insight, forecasting, and reporting
Projects, Compliance & Improvement
- Support group wide projects and operational initiatives
- Assist with FCA and ad hoc regulatory reporting requirements
- Identify and elevate risk or compliance issues appropriately
- Contribute to process improvements, training, and team development
About you
- You enjoy supporting clients and take pride in delivering a professional, friendly, and organised service
- You have experience in an administrative, client services, or operations support role, within financial services (essential)
- You're highly organised, detail focused, and comfortable juggling multiple priorities in a fast paced environment
- You communicate confidently and clearly, building trusted relationships with clients and colleagues
- You're comfortable working with data and reports, with strong Excel skills and a logical, analytical mindset
- You have experience using CRM or back office systems, or you're quick to learn new systems (Intelligent Office desirable)
- You understand the importance of accuracy, compliance, and confidentiality in your work
Office Angels is an equal opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
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