Are you passionate about delivering exceptional service and looking for an opportunity to develop skills in operational skills? Does the idea of working for a leading IFA firm spark joy? If you’re nodding your head, keep reading.
The Opportunity
The Operations Assistant plays a vital role in ensuring the smooth and efficient day-to-day operations of our organisation. This position provides administrative and logistical support across various departments, contributing to overall productivity and client satisfaction.
Responsibilities will include:
General Operations:
* Ensure the client-facing areas of the office are ready to welcome visitors.
* Answer incoming calls and filter to colleagues as appropriate.
* Be the first point of contact for welcoming any clients/visitors and offer them refreshments.
* Prepare the boardroom and meeting room for set up when required for both internal and external meetings.
* Coordinate logistics for incoming and outgoing shipments, deliveries, and mail.
* Order and manage office supplies and refreshments.
* Assist with organising team events, anniversaries, and birthdays.
* Ensure that both kitchens are kept tidy.
* Ad hoc office projects.
* Assist the Client Servicing Team with the preparation, scanning, and filing of client paperwork.
* Assist the Client Servicing Team with maintaining accurate client records on our CRM system.
* Support the team with other administrative tasks as required.
Flexibility is our Middle Name
We know that work-life balance is essential.
That’s why we offer flexible working arrangements to help you achieve a fulfilling career without compromising your personal life:
* Position:
Full-time and permanent.
* Location:
Our HQ overlooks the beautiful Holes Bay in Poole, Dorset, with the ability to have a hybrid working pattern.
* Work Hours:
Our standard working hours are 8:30-17:00 with an hour of ‘you time’ for lunch. However, our team works a variety of different hours that work for both of us.
We’re firm believers in measuring output rather than hours at a seat. Let’s have a conversation!
About You
Experience:
* No prior professional experience required, but a strong willingness to learn and develop skills in an operational environment is essential.
* Desirable (but not essential): Some exposure to administrative tasks, customer service, or data entry through internships, volunteer work, or part-time roles.
* Builds rapport and trust with customers, representing the company in a professional and friendly light.
* Problem-solving skills and a positive, can-do attitude.
* Flexible working approach to get the job done.
About Us
Since 1986, Baggette + Co. has been helping UK retail and business investors achieve their financial goals through tailored, independent advice. We are proud to hold the status of Chartered Financial Planner from the Chartered Insurance Institute (CII).
Based in Poole, Dorset, we’re dedicated to our clients’ long-term success. Our team of experienced financial advisors proudly serves over 1,000 clients and manages over £275 million in assets.
At Baggette + Co., we’re lucky to have an amazing team of people who truly care about our clients. They’re experts in their field, always going the extra mile to deliver top-notch service.
We help our clients achieve their financial goals with genuinely independent financial advice. We believe everyone deserves financial security and peace of mind. We’re committed to providing clear, straightforward advice and the highest-quality service to help all our clients achieve these goals.
Our team is passionate about what we do and loves finding new ways to support our clients. We’re proud of the friendly and supportive culture we’ve built – everyone here is focused on making sure our clients have a great experience. This results in a team that’s not just talented and dedicated but truly makes a difference in our clients’ lives.
It’s not just about the work – we want you to love your time at Baggette + Co.
That’s why we offer a fantastic range of benefits to support your well-being and help you thrive, both inside and outside the office:
24 days annual leave + Bank Holidays
Happy Birthday
Your birthday day off – on this day it can be all about you!
Christmas Holidays
Office closure over the Christmas holidays so you can spend quality time with loved ones
Volunteering days so you can make a difference to your local community
Bonus
Discretionary Annual Bonus (based on company and individual performance)
Pension
Invest in your future with our Company Pension Scheme
Socials
Regular socials and team events
Optional personal financial review with an in-house Financial Adviser each year
Training + Development
Personalised Training & Development Plans with relevant exams fully paid by us
Peace of Mind
Death in Service Benefit of 4x Annual Salary
Eye Care
Funding towards eye tests and glasses
Ready to join?
If you feel that this is the right role for you, please send your CV and a compelling cover email to the Head of Client Services, Catrin Promitzer .
Alternatively, if you would like to chat first, please call us on 01202 676983 .
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