Operations Administrator - Weston Super Mare

Element Recruitment is working with a well-established and privately owned Financial Planning firm based in the Highbridge area to support the search for an Operations Administrator to join their team.

This is a great opportunity for someone with strong administrative experience who enjoys working in a structured, client-focused environment. The successful candidate will play a key role in supporting advisers and ensuring the smooth day-to-day running of both client services and internal operations.

About the Company
This is a well-respected, independently run firm with a strong reputation for client service and professionalism. The business offers a collaborative, close-knit working environment where employees are valued and given the opportunity to contribute across multiple areas of the operation.

The Role

You will provide broad administrative and operational support to Financial Planners and the wider team, helping to ensure that client processes are handled efficiently and to a high standard.

This is a varied and hands-on position, combining client interaction, preparation work, transaction processing, and general office responsibilities.

Key Responsibilities

• Acting as a first point of contact for clients via phone, email, and face-to-face interaction
• Managing front-of-house duties, including greeting visitors and supporting meeting arrangements
• Preparing client documentation, onboarding packs, and meeting confirmations
• Producing reports and assisting with research using internal systems and external provider platforms
• Managing authority requests and monitoring outstanding items through internal workflows
• Supporting the creation of client-facing documentation and presentation materials
• Completing and processing a range of administrative forms and documentation
• Submitting business and tracking progress with providers to ensure timely completion
• Maintaining and updating client records within back-office systems
• Handling sensitive documentation securely and in line with internal procedures
• Managing post, scanning, filing, and general correspondence
• Supporting regular client communications and ongoing servicing activity
• Assisting with general office organisation, supplies, and day-to-day operational tasks

About You

• Previous experience within an administrative or operations role (financial services experience advantageous)
• Strong attention to detail and a high level of accuracy
• Excellent organisational and time management skills
• Confident communication skills, both written and verbal
• Ability to manage a varied workload and prioritise effectively
• Comfortable using Microsoft Office and internal systems
• Professional, proactive, and client-focused approach

Additional Experience (Highly Desirable)

• Experience using Intelliflo or similar back-office systems
• Familiarity with adviser platforms such as Aviva, Fidelity, or AJ Bell
• Working towards or holding CII qualifications

What’s on Offer

• Salary of £30,000–£36,000, depending on experience
• Full-time role (37.5 hours per week), primarily office-based due to the client-facing nature of the position
• Flexibility available for the right candidate, including:
• 5 days per week with 1 day working from home, or
• A 4-day working week
• Open to candidates requiring fewer hours on a pro-rata basis
• Opportunity to join a supportive and professional team within a growing firm

If you’re interested in learning more about this opportunity, please apply or get in touch for a confidential conversation.