Operations Administrator | Financial Services | Full Training Provided
Location:
Bristol
Working pattern:
Hybrid working available after probation
Hours:
8:00am – 4:00pm, Monday to Friday
Salary:
£24,500
excellent benefits
Start Your Career in Financial Services
A
growing financial services firm based in Bristol
is looking for an
Operations Administrator
to join their team. This is an excellent opportunity for someone looking to
start or build a career in financial services. Previous industry experience is
not required, the team is primarily looking for someone with a
great attitude, strong work ethic and a willingness to learn. If you do have any previous admin / office experience and are keen to transition in to the financial services sector, that would be ideal. You’ll receive
full training, work within a supportive team environment and gain exposure to a variety of operational processes. The company is known for
investing in their people, offering
excellent benefits and genuine opportunities for career progression .
The Role
As an Operations Administrator, you’ll support the day-to-day administration of client accounts and help ensure requests are processed accurately and efficiently.
Responsibilities include:
Processing client administration requests accurately and efficiently Supporting the onboarding of new client accounts and applications Managing incoming emails and correspondence Updating and maintaining client records and documentation Assisting with requests such as withdrawals, direct debit set-ups and client detail changes Communicating with advisers, third parties and internal teams Supporting colleagues across the wider operations team when required Contributing ideas to improve processes and ways of working
The role offers plenty of variety and the opportunity to
learn different areas of the operations function
as you develop your career.
What We’re Looking For
The most important thing is
the right attitude and willingness to learn .
You may currently work in
administration, retail, hospitality, customer service or another office-based role
and be looking to move into financial services.
Key skills: Positive and proactive approach to work Strong organisation and attention to detail Good written and verbal communication skills Ability to manage tasks and work in a fast-paced environment A collaborative mindset and willingness to support the wider team Confidence using Microsoft Office, including Excel
Desirable (not essential): Previous administration or operations experience Experience in financial or professional services Basic awareness of financial products such as ISAs or pensions
What’s On Offer £24,500 salary
excellent benefits Hybrid working after successful completion of probation Full training and structured development Clear opportunities for career progression Supportive and collaborative team environment