Operations Assistant

£26,000 - £28,000 + Great Benefits

We are seeking a proactive, ambitious and detail-oriented Operations Assistant to support our Operations Manager in ensuring the smooth running of day-to-day business processes.

This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.

Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.

As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.

Applications are particularly encouraged from individuals that share our client's focus on quality, teamwork, continuous development and client care.



Key Responsibilities

• Provide administrative support to the Operations Manager.


• Data Management and Reporting - ensuring databases are up to date, in addition to preparation of internal reports for the Operations Manager.


• Process Improvement - proactively suggest and implement improvements to streamline operational process and coordination across departments.


• Compliance Oversight - Assist with monitoring and implementing compliance procedures in line with St.
  
  James's Place and FCA regulations.


• Support Projects - Provide assistance on key operational projects, ensuring timelines, budgets, and deliverables are effectively managed.


• Client Interaction.


• Support with Ad-hoc Office Management tasks.

Skills & Experience

• IT Systems - Proficiency in Microsoft Office and familiarity with CRM systems e.g.
  
  Salesforce.


• Administrative Experience.


• Experience in client facing roles, ideally from within the financial industry background.


• Efficient - track record of managing multiple tasks efficiently.


• Ability to prioritise with attention to detail and the ability to problem solve.


• Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).


• Fast learner - ability to learn how to use new systems and processes.


• Discretion - ability to handle sensitive and confidential information with professionalism and integrity.


• Time management - skilled in managing schedules, meeting deadlines and maintaining productivity under pressure.


• Strong communication skills and eagerness to develop professionally.


• A positive mindset and ability to thrive in a fast-paced environment.
  
  


• Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision.
  
  Stays focused on tasks in spite of distractions and interruptions.


• Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.


• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.


• Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.


• Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.


• Planning and Organising: Manages own time, priorities, and resources to achieve goals.


• Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients.

Genuine career development opportunities exist for the right candidate alongside a highly attractive salary and an attractive benefits package including 25 days holiday and breakfast and lunch provided daily.

Apply now!