Financial Services Operations Administrator

About the role

Our client, a well‑established financial services firm in the City of London, is seeking a proactive Operations Administrator to support the Directors and wider team. This hybrid role offers a varied mix of office, finance and compliance duties within a close‑knit environment.

Key responsibilities

• Office administration – CRM data entry, AML checks, client information requests, handling post, phones and meeting‑room management.
• Finance support – income reconciliation in the CRM, assisting with monthly payroll, compliance, introducer payments and bank reconciliation.
• Compliance & regulation – maintaining the compliance calendar, coordinating internal and external file checks, managing the CPD tracker and Financial Promotions register, and monitoring regulatory updates via the compliance helpdesk.
• Office & people support – procurement, client gifting, organising team socials, and assisting with recruitment, contracts, staff reviews and incentives.

Required profile

• At least 1 year of experience in an operations or senior administration role within a regulated business.
• Experience supporting or coordinating a small‑to‑medium sized team.
• Strong daily Excel usage, excellent numeracy and first‑class written and verbal communication.
• Organised, methodical and diligent with impeccable attention to detail and a positive, hardworking approach.

Required skills

• Microsoft Excel
• CRM systems

What we offer

• Quarterly bonus scheme
• Private medical and travel insurance
• Gym membership
• Enhanced pension
• Annual exam allowance for professional development
• Hybrid working – two days remote after probation