Operations Executive

C&C Search Ltd; Greater London; Hybrid; GBP 33,000 - 37,000; Full time

Job summary

C&C Search is seeking an Operations Executive to join a London-based FCA-regulated financial services firm. You will own client onboarding, KYC/compliance administration and strive for operational excellence in a structured, process-driven environment.

Based in London Bridge with a hybrid setup (office five days a week), the role offers flexible hours and opportunities to improve procedures while delivering exceptional client service.

Qualifications

• Previous experience in an Operations Executive, Operations Coordinator, Client Services, Compliance Support, Administration or Operations-focused role.
• Exceptional attention to detail and a highly organised approach to work.
• Strong process management skills and the ability to follow procedures accurately.
• Experience coordinating multiple priorities and meeting deadlines.
• Confident communication skills with the ability to build relationships with clients and stakeholders.
• A proactive mindset with a genuine interest in improving processes and driving efficiencies.

Responsibilities

• Coordinate client onboarding processes and ensure all relevant information is accurately processed and maintained.
• Conduct KYC and compliance administration activities, monitoring progress and escalating where required.
• Arrange and coordinate client compliance meetings, preparing agendas and supporting documentation.
• Manage compliance information requests and monitor completion across client portfolios.
• Support the review and administration of client monitoring information.
• Prepare and distribute annual certification and compliance documentation.
• Coordinate investment committee meetings and manage associated administration.
• Ensure templates, approvals, documentation and records are accurately maintained and filed.
• Support the COO and wider leadership team with operational and administrative processes.
• Maintain internal records and assist with invoicing administration.
• Track actions arising from board, operations and onboarding committee meetings.
• Identify opportunities to improve processes, streamline workflows and enhance operational efficiency.
• Act as a key point of contact for clients, arranging meetings and providing exceptional service.

Skills

Attention to detail

Process management

Communication skills

Organisation

Proactive mindset

Independent working

Team collaboration

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

C&C Search is currently recruiting an Operations Executive for a highly regarded financial services firm, based in London Bridge. This is an exceptional opportunity to join a collaborative team, taking ownership of client onboarding, compliance administration, KYC processes and operational excellence. This Operations Executive role is perfect for someone who thrives in a process-driven environment and enjoys improving procedures and delivering outstanding operational support.

All about the role and company I would be working for!

Position: Operations Executive

Salary: £33,000 - £37,000 DOE

Hybrid set up: 5 days a week in the London Bridge office (non-negotiable). Flexible hours available, including compressed hours such as 10am-3pm.

What they do: FCA-regulated financial services firm supporting emerging investment and fund management businesses with regulatory, compliance and operational services.

Size of company: Boutique, growing business with a close-knit and highly collaborative team.

Company culture and what makes them great to work for:

This is a genuinely friendly, supportive and ambitious organisation where every team member has a visible impact on the success of the business. The culture is professional yet approachable, with a strong focus on collaboration, continuous improvement and delivering an exceptional client experience. Employees enjoy working closely with senior stakeholders, contributing ideas and helping to shape and improve operational processes. The business values accuracy, accountability and proactive thinking, creating an environment where organised and detail-oriented individuals can thrive.

Key responsibilities for this Operations Executive position:

• Coordinate client onboarding processes and ensure all relevant information is accurately processed and maintained
• Conduct KYC and compliance administration activities, monitoring progress and escalating where required
• Arrange and coordinate client compliance meetings, preparing agendas and supporting documentation
• Manage compliance information requests and monitor completion across client portfolios
• Support the review and administration of client monitoring information
• Prepare and distribute annual certification and compliance documentation
• Coordinate investment committee meetings and manage associated administration
• Ensure templates, approvals, documentation and records are accurately maintained and filed
• Support the COO and wider leadership team with operational and administrative processes
• Maintain internal records and assist with invoicing administration
• Track actions arising from board, operations and onboarding committee meetings
• Identify opportunities to improve processes, streamline workflows and enhance operational efficiency
• Act as a key point of contact for clients, arranging meetings and providing exceptional service

What background and experience are the company looking for?

A successful Operations Executive will demonstrate:

• Previous experience within an Operations Executive, Operations Coordinator, Client Services, Compliance Support, Administration or Operations-focused role
• Exceptional attention to detail and a highly organised approach to work
• Strong process management skills and the ability to follow procedures accurately
• Experience coordinating multiple priorities and meeting deadlines
• Confident communication skills with the ability to build relationships with clients and stakeholders
• A proactive mindset with a genuine interest in improving processes and driving efficiencies
• Strong administrative and organisational capabilities
• Excellent Microsoft Office skills, including Outlook, Word and Excel
• Ability to work independently whilst also contributing positively within a small team environment
• Professional, reliable and accountable approach to work

At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.