Operations Administrator – Financial Services

About the role

We are seeking an Operations Administrator to join a well‑established independent financial planning firm in Burnham‑on‑Sea. The role supports advisers throughout the client journey, ensuring smooth office operations and high‑quality client service.

Key responsibilities

• Welcome clients and visitors, answer calls and manage messages.
• Prepare meeting packs, appointment confirmations and regulatory documentation.
• Produce portfolio reports, process Letters of Authority and assist with investment research.
• Complete application forms, carry out identity verification checks and process new business via provider platforms.
• Liaise with product providers, maintain accurate client records and handle confidential documentation securely.
• Manage incoming and outgoing post and provide general administrative support to the wider team.

Required profile

• Previous administrative experience within financial planning or wealth management.
• Excellent organisational abilities and attention to detail.
• Professional communication skills and ability to manage multiple priorities.

Required skills

• Proficiency with Microsoft Office suite.
• Experience with Intelligent Office (Intelliflo) – desirable.
• Familiarity with financial planning research tools such as FE Analytics or Iress Exchange – advantageous.

What we offer

• Salary up to £36,000 per year.
• Pension scheme and private medical insurance.
• Holiday entitlement and flexible working – one day remote per week or a four‑day week.
• Supportive, collaborative team environment and long‑term career stability.