Client-Facing Operations Administrator — Hybrid

Positive Wealth Creation Ltd; Burnham-on-Sea; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Positive Wealth Creation Ltd in Burnham-on-Sea is seeking an Operations Administrator to be a central part of the team. This varied role combines client interaction, technical administration, and operational support.

The ideal candidate is highly organised with strong attention to detail and experience in financial services, including platforms like Intelliflo. The position offers flexible arrangements, with the potential for a hybrid work model.

Qualifications

• Experience in financial services is strongly preferred.
• Working knowledge of Intelliflo is beneficial.
• Comfortable in a structured and regulated environment.

Responsibilities

• Acting as a first point of contact for clients.
• Preparing client meeting packs and regulatory documents.
• Maintaining accurate client records.

Skills

Highly organised

Excellent attention to detail

Client interaction

Proactive

Ability to work independently

Education

Progress towards CII qualifications

Tools

Intelliflo

Aviva

Fidelity

AJ Bell

Job description

Positive Wealth Creation Ltd in Burnham-on-Sea is seeking an Operations Administrator to be a central part of the team. This varied role combines client interaction, technical administration, and operational support.

The ideal candidate is highly organised with strong attention to detail and experience in financial services, including platforms like Intelliflo. The position offers flexible arrangements, with the potential for a hybrid work model.