Operations Assistant – Back‑Office & Process Improvement

About the role

We are looking for an Operations Assistant to support the day‑to‑day back‑office activities of an Independent Financial Adviser firm in Bury. Reporting to the Group Head of Operations, you will help improve processes, maintain data quality and contribute to technology initiatives.

Key responsibilities

• Provide operational support to ensure efficient back‑office function.
• Maintain and manage the back‑office system, guaranteeing data integrity.
• Produce and distribute weekly Management Information, analysing trends and suggesting improvements.
• Monitor case workflows to meet agreed service levels.
• Support compliance activities, including file checks, audit preparation and document management.
• Research and evaluate system enhancements and third‑party software solutions.
• Explore AI tools and automation opportunities to reduce manual work.
• Assist with continuous improvement projects and general office tasks.

Required profile

• Strong IT aptitude with the ability to learn new software quickly.
• Passion for technology, process improvement and digital transformation.
• Excellent organisational and time‑management skills with high attention to detail.
• Analytical mindset for interpreting and producing management information.
• Understanding of financial services administration (pensions, investments, protection).
• Confidence communicating with advisers, providers and third parties.

Required skills

• Experience with CRM or back‑office systems such as Intelligent Office.

What we offer

• Competitive salary up to £32,000 per year.
• Opportunity to influence operational processes in a growing firm.
• Supportive team environment with a focus on innovation.