Job Title: Senior Client Operations Administrator | Financial Services
Location: Wellington, Somerset
Salary: £35,000 - £40,000 PA DOE
Hours: Monday to Friday, 8.45am - 5.15pm
Key Highlights of the Benefits Package:
Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4 x salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering timeThe Role: This is a dual‑purpose role, combining high quality client servicing with operational and reporting support across the group. Working closely with Financial Consultants and the Operations Director, the role ensures smooth day‑to‑day administration, efficient processing of new and ongoing business, and a consistently positive client experience. In addition, the position supports business performance by producing accurate management information, contributing to regulatory reporting, and assisting with group projects and improvements, helping to maintain compliant and well organised operations across the business.
Duties:
Client Servicing & Relationship Management
Act as the first point of contact for clients, handling enquiries professionally by phone, email, and in person
Manage client expectations and ensure a high standard of ongoing client service
Coordinate client communications and respond to administrative queriesDiary & Meeting Coordination
Organise client and prospective client meetings
Manage consultants' diaries and workloads as required
Ensure actions from meetings are diarised, tracked, and completed
Prepare meeting and onboarding packs
Complete, submit, and follow up on new business applications
Check accuracy and compliance of documentation
Process trades, fund switches, and rebalances within agreed timescalesClient Reviews & Ongoing Servicing
Coordinate annual and ongoing client review processes
Prepare valuation reports and review documentation
Implement agreed post‑review actions and issue follow‑up correspondence
Maintain compliant and up‑to‑date client filesAdministration & CRM Management
Maintain accurate client records and file notes on the CRM system (Intelligent Office)
Process servicing requests (e.g. surrenders, claims, policy updates)
Provide general administrative support and team cover when requiredOperations & Management Information
Produce regular management information and performance reports
Generate and analyse data for business insight, forecasting, and reporting
Support quarterly reporting and internal communicationsProjects, Compliance & Improvement
Support group‑wide projects and operational initiatives
Assist with FCA and ad‑hoc regulatory reporting requirements
Identify and escalate risk or compliance issues appropriately
Contribute to process improvements, training, and team developmentAbout you:
You enjoy supporting clients and take pride in delivering a professional, friendly, and organised service
You have experience in an administrative, client services, or operations support role, within financial services (essential)
You're highly organised, detail‑focused, and comfortable juggling multiple priorities in a fast‑paced environment
You communicate confidently and clearly, building trusted relationships with clients and colleagues
You're comfortable working with data and reports, with strong Excel skills and a logical, analytical mindset
You have experience using CRM or back‑office systems, or you're quick to learn new systems (Intelligent Office desirable)
You understand the importance of accuracy, compliance, and confidentiality in your workInterested? Apply online or send your CV to (url removed). To discuss the role prior to application please call Vicky on (phone number removed).
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Salary description
£35000.00 - £40000.00 per year