Job Description
Operations Assistant – Financial Services
Location: City of London
Salary: Up to £30k basic + Bonus
Our client, an award-winning financial services provider is looking for a proactive Operations Assistant to play an integral role supporting the smooth running of business activities across areas such as mortgages, insurance, wealth management and compliance. You’ll work across both operations and adviser teams, helping with administration, data management, and project support.
This is a great opportunity to join a leading financial services provider and develop your career in operations.
Responsibilities:
1. Provide day-to-day admin support across the business
2. Maintain databases and ensure data accuracy for reporting
3. Assist with projects such as systems improvements and adviser onboarding
4. Help streamline processes and workflows
5. Support communications with advisers, providers, and third parties
Experience required:
6. Experience in a financial services administration / operations role.
7. Basic knowledge of financial products and services, particularly in mortgages, life insurance, protection planning, and general insurance is an advantage.
8. Confident with Microsoft Office
9. Strong organisational skills and attention to detail
10. Good communicator, able to work in a fast-paced environment