Central Operations Admin

  • Location
    Nottingham, Nottinghamshire
  • Category
    Banking & Financial Services - Insurance
  • Contract Type
  • Industry
  • External Reference
  • Salary
    20000 £ - 26000 £ / Year

Central Operations Administrator


£20,000 - £26,000 (dependant on exp)


Do you have financial planning (including products and services) knowledge? Do you have experience in an IFA/Wealth Management environment? If you answered yes and have strong IT literacy skills, including all Microsoft Packages then we want to hear from you!

The role supports the Advisers in engaging clients on ongoing service programmes. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. Through the use of traditional mailing and telephone calls, the role holder will ensure that clients are offered their regular financial reviews and maintain the client records system to enable swift and accurate management information is available to Senior Managers.

Duties include but not limited to:

  • Establish contact with clients and gather sufficient information needed to enable the delivery of agreed services.

  • Day to day management of client contact strategy to deliver client reviews.

  • Preparation and production of client mailings related to review services.

  • Processing of response forms and liaising with advisers to ensure clients are reviewed as agreed.

  • Preparation and production of Review Meeting Packs including Valuations

  • Preparation and production of post review suitability reports

  • Undertaking large scale data cleansing exercises, cash audits or other centralised activities

  • Adhere to all company process and procedures

  • Complete all documentation for the review process in a thorough and conscientious manner.

  • Maintain client records on Intelligent Office to ensure they are up to date and accurate and in line with company standards.

  • Be aware of limits of authorisation, in particular, know when to refer queries to a suitably qualified individual.

  • Be adequately prepared for regular and annual review meetings with supervisor.

  • Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company's equality and diversity policy at all times.

  • Ensuring health and safety policies are observed.

  • Completion of other reasonable duties, as defined by the Senior Management Team.

Knowledge Required

  • Knowledge of the financial planning market including products and services.

  • Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job

  • 1 year plus experience in an IFA/Wealth Management environment.


  • 5 GCSEs or equivalent (including Maths and English)

  • Strong IT literacy, including all Microsoft Packages.

  • Excellent written and verbal communication and influencing skills.

  • Customer focused.

  • Confidence to speak to clients via the telephone to arrange client reviews.

  • Confidence to develop strong, sustainable relationships with clients, colleagues and product providers.

  • Self-motivated.

  • Problem-solving.

  • Decision-making.

  • Coaching, mentoring and development experience.

  • Project management

  • Ability to efficiently manage priorities and workloads.

  • Ability to meet strict deadlines.

  • Knowledge of the financial planning market including products and services.

  • Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.

  • 1 year plus experience in an IFA/Wealth Management environment.


  • Diploma Level Qualified

  • Attainment of or studying towards CII, Chartered Status, RO exams or qualifications equivalent

  • Experience of Intelligent Office

Key Performance Indicators:

The performance of the staff member assigned to this job role function shall be measured by:

  • Individual / Team meets financial targets, KPIs and SLAs.

  • Internal and external customer satisfaction measures.

  • Feedback from senior colleagues, advisers and team members.

  • Adherence to all company policies and procedures.

  • Adherence to compliance and other legal regulatory processes.

Experience is essential for this role. Due to the high volume of applicants, only those shortlisted will be contacted.

Office Angels are an Equal Opportunities Employer.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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