Operations Administrator

JR United Kingdom; Royal Tunbridge Wells; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in wealth and investment management is seeking an Operations Administrator in Royal Tunbridge Wells. The role involves providing administrative support, maintaining client records, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal and analytical skills, and a focus on customer service. This position offers competitive benefits and opportunities for personal development.

Benefits

Private medical insurance

Income protection

Life assurance

Market-leading pension contribution of 15%

Qualifications

• Experience in financial services, preferably wealth management.
• Strong business process and analytical skills.

Responsibilities

• Support the Wealth and Investment Management business in administrative tasks.
• Maintain books and records for reporting and investment.
• Provide administrative support within Operations.

Skills

Interpersonal Skills

Detail-oriented

Analytical Skills

Customer-focused

Education

Experience in financial services

Job description

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Operations Administrator, Tunbridge Wells

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Location:

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

12.05.2025

Expiry Date:

26.06.2025

Job Description:

About Us

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group, responsible for wealth and investment management activities in the UK. Founded in Sweden, Handelsbanken is one of the world's strongest banks, offering local relationship banking, advice, and investment management to personal and corporate customers through its expanding UK network. With over 30 years of trusted service, we focus on customer satisfaction, encouraging applications from diverse backgrounds, and are committed to equality and diversity.

What is in it for you?

• Wide range of learning and development opportunities.
• Competitive salary and benefits, including private medical insurance, income protection, and life assurance.
• Market-leading pension contribution of 15%, with investment options including ESG and Shariah funds.

We value merit-based hiring and encourage applications from all communities.

Our Role

• Support the Wealth and Investment Management business in administrative tasks, including data management and transactional records.
• Maintain books and records for reporting and investment, support settlement, corporate actions, cash processing, client transfers, and AML compliance.
• Operate under FCA regulation to hold client money and assets, manage ISAs, and support client custody services.

Main Responsibilities

• Provide administrative support within Operations.
• Instruct and escalate issues as needed.
• Create and maintain accurate client data and static data on systems.
• Monitor workflows and volumes.
• Collaborate across teams for compliance and process improvement.
• Ensure accuracy and efficiency in work processes.
• Liaise with internal/external clients and providers.

Person Specification

Interpersonal Skills:

• Business-oriented, customer-focused.
• Long-term decision-making approach.
• Courageous in decision-making.
• Innovative and proactive.
• Responsible for personal development.
• High ethical standards.
• Detail-oriented and organized.
• Collaborative team player.
• Contributes to team and operational development.

Experience:

• Experience in financial services, preferably wealth management, in operations (advantageous but not essential).
• Strong business process and analytical skills.