Operations Administrator (6 month FTC)

Close Brothers Group; England; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading financial services provider in the UK is seeking a detail-oriented professional to handle account and portfolio closures for Self Directed clients. The ideal candidate will have experience in Wealth Management, strong knowledge of Microsoft Excel, and excellent communication skills. Responsibilities include processing closures, liaising with other departments, and maintaining compliance with the regulatory framework. The role supports flexible working options and aims to create a diverse workplace.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Qualifications

• Experience in Wealth Management is an advantage.
• Ability to work under tight deadlines.
• Good problem-solving skills.

Responsibilities

• Process account closures for Self Directed clients.
• Act as central contact for account closure activities.
• Ensure smooth collaboration with departments.

Skills

Financial Services experience

Microsoft Excel

Attention to detail

Communication skills

Team player

Flexibility to work overtime

Tools

Microsoft Office

Job description

OVERALL SUMMARY

Undertake Self Directed account and portfolio closure activity on the IRESS provided suite of systems within tight timeframe.

RESPONSIBILITIES

• Accurate and timely processing of account and portfolio closures for Self Directed clients.
• To be a central point of contact and owner for this activity.
• Close liaison with other departments to ensure that the closures run smoothly and effectively.
• Involvement in problem solving.
• To inform Line Manager / Supervisor of areas of concern and issues that may arise.
• Consistently demonstrate the Firms Business Principles (Client Excellence People & Integrity).

Regulatory responsibilities Compliance / T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role whilst practising effective risk management taking account of outcomes for clients.
• Understand follow and demonstrate compliance with all relevant internal and external rules regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual local and Group Compliance and Risk policies.

WE WOULD LOVE TO HEAR FROM YOU IF :

• Previous Financial Services experience specifically in a Wealth Management business would be a key advantage as would experience in working with differing investment types / products and platforms.
• Detailed working knowledge of Microsoft Excel in addition to the full suite of Microsoft Office Teams applications required.
• Keen attention to detail (system and non-system).
• Ability to work quickly and accurately within very tight deadlines.
• Good team player with the ability to work on own initiative.
• Flexibility and availability to work overtime during peak workload periods
• Excellent communication skills (written and verbal)

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note that speculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at .

The Benefits

• Private medical
• Discounted health checks
• Stakeholder pension contribution
• Cycle to work scheme
• Gym discounts
• Purchase additional holiday

Equal Opportunities

As an employer TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender gender identity marital status sexual orientation race colour nationality religion age disability working pattern caring responsibilities political beliefs.

Documents

Required Experience :

Contract

Key Skills

Six Sigma,Lean,Management Experience,Process Improvement,Microsoft Outlook,Analysis Skills,Warehouse Management System,Operations Management,Kaizen,Leadership Experience,Supervising Experience,Retail Management

Employment Type : Contract

Experience : years

Vacancy : 1

Yearly Salary Salary : 20001 - 30000