Operations Administrator | Financial Services | Full Training Provided


Location: Bristol

Working pattern: Hybrid working available after probation

Hours: 8:00am – 4:00pm, Monday to Friday

Salary: £24,500 + excellent benefits


Start Your Career in Financial Services


A growing financial services firm based in Bristol is looking for an Operations Administrator to join their team.
This is an excellent opportunity for someone looking to start or build a career in financial services. Previous industry experience is not required, the team is primarily looking for someone with a great attitude, strong work ethic and a willingness to learn. If you do have any previous admin / office experience and are keen to transition in to the financial services sector, that would be ideal.
You’ll receive full training, work within a supportive team environment and gain exposure to a variety of operational processes. The company is known for investing in their people, offering excellent benefits and genuine opportunities for career progression.


The Role

As an Operations Administrator, you’ll support the day-to-day administration of client accounts and help ensure requests are processed accurately and efficiently.

Responsibilities include: *Processing client administration requests accurately and efficiently
*Supporting the onboarding of new client accounts and applications
*Managing incoming emails and correspondence
*Updating and maintaining client records and documentation
*Assisting with requests such as withdrawals, direct debit set-ups and client detail changes
*Communicating with advisers, third parties and internal teams
*Supporting colleagues across the wider operations team when required
*Contributing ideas to improve processes and ways of working


The role offers plenty of variety and the opportunity to learn different areas of the operations function as you develop your career.

What We’re Looking For

The most important thing is the right attitude and willingness to learn.

You may currently work in administration, retail, hospitality, customer service or another office-based role and be looking to move into financial services.

Key skills:
*Positive and proactive approach to work
*Strong organisation and attention to detail
*Good written and verbal communication skills
*Ability to manage tasks and work in a fast-paced environment
*A collaborative mindset and willingness to support the wider team
*Confidence using Microsoft Office, including Excel

Desirable (not essential):
*Previous administration or operations experience
*Experience in financial or professional services
*Basic awareness of financial products such as ISAs or pensions

What’s On Offer
*£24,500 salary + excellent benefits
*Hybrid working after successful completion of probation
*Full training and structured development
*Clear opportunities for career progression
*Supportive and collaborative team environment