About the Role
Operations Administrator | Financial Services | Full Training Provided
Location: Bristol
Working pattern: Hybrid working available after probation
Hours: 8:00am – 4:00pm, Monday to Friday
Salary: £24,500 + excellent benefits
Start Your Career in Financial Services
A growing financial services firm based in Bristol is looking for an Operations Administrator to join their team.
This is an excellent opportunity for someone looking to start or build a career in financial services. Previous industry experience is not required, the team is primarily looking for someone with a great attitude, strong work ethic and a willingness to learn. If you do have any previous admin / office experience and are keen to transition in to the financial services sector, that would be ideal.
You’ll receive full training, work within a supportive team environment and gain exposure to a variety of operational processes. The company is known for investing in their people, offering excellent benefits and genuine opportunities for career progression.
The Role
As an Operations Administrator, you’ll support the day-to-day administration of client accounts and help ensure requests are processed accurately and efficiently.
Responsibilities include:Processing client administration requests accurately and efficiently
Supporting the onboarding of new client accounts and applications
Managing incoming emails and correspondence
Updating and maintaining client records and documentation
Assisting with requests such as withdrawals, direct debit set-ups and client detail changes
Communicating with advisers, third parties and internal teams
Supporting colleagues across the wider operations team when required
Contributing ideas to improve processes and ways of working
The role offers plenty of variety and the opportunity to learn different areas of the operations function as you develop your career.
What We’re Looking For
The most important thing is the right attitude and willingness to learn.
You may currently work in administration, retail, hospitality, customer service or another office-based role and be looking to move into financial services.
Key skills:
Positive and proactive approach to work
Strong organisation and attention to detail
Good written and verbal communication skills
Ability to manage tasks and work in a fast-paced environment
A collaborative mindset and willingness to support the wider team
Confidence using Microsoft Office, including Excel
Desirable (not essential):
Previous administration or operations experience
Experience in financial or professional services
Basic awareness of financial products such as ISAs or pensions
What’s On Offer
£24,500 salary + excellent benefits
Hybrid working after successful completion of probation
Full training and structured development
Clear opportunities for career progression
Supportive and collaborative team environment