Operations Administrator - Wealth Management

About the role

We are looking for an Operations Administrator to support our Wealth Management team in London. Working closely with the Directors, you will provide a blend of administrative, financial and compliance assistance across the business.

Key responsibilities

• Manage day‑to‑day office tasks, answer calls, handle correspondence and book meeting rooms.
• Maintain the CRM system and support Directors with projects and ad‑hoc requests.
• Perform income and bank reconciliations, process introducer payments, ensure P11D compliance and run monthly payroll.
• Maintain the compliance calendar, collate monthly management information, assist with internal and external file reviews and distribute quarterly client newsletters.
• Provide HR support including recruitment assistance, employment contracts, staff reviews and coordination of team incentives.
• Handle procurement duties such as ordering stationery, arranging client hampers, restaurant bookings and organising team events.

Required profile

• Minimum one year of experience in an administrative or operations role, preferably within a regulated environment.
• Strong general office background with a high standard of accuracy.
• Excellent communication style, methodical, organised and diligent.
• Ability to manage a varied workload and maintain a positive, hardworking attitude.

Required skills

• Proficient use of Microsoft Excel.

What we offer

• Competitive salary £28,000‑£32,000 per year.
• Generous quarterly bonus scheme.
• Private medical and travel insurance via Vitality Health.
• Gym membership (Virgin Active or Pure Gym).
• Pension contribution of £100 per month plus auto‑enrolment.
• Annual exam allowance of £600.
• Hybrid working – two days remote per week.
• Annual overseas team trip (previously New York).