via reed · 1 June 2026 ·5 days ago

Onboarding & Operations Coordinator

Cap Resourcing Ltd
Bristol Full-time GBP 30,000 – 32,000
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We’re Hiring: Financial Services Onboarding & Operations Coordinator

Bristol | Hybrid Working

Financial Planning Operations

Up to £32,000 DOE + Bonus + Outstanding Benefits

Looking to build a career in Financial Services with a business that’s embracing technology, innovation and modern ways of working?

We’re recruiting for a Financial Services Onboarding & Operations Coordinator to join a fast growing Financial Planning network, supporting adviser firms as they transition into a technology driven and highly efficient operating environment. This is a varied, fast paced role offering exposure to operations, implementation, adviser support and financial planning technology, ideal for someone organised, proactive and eager to develop within the industry.

The Role

  • Supporting system setup, user access and provider onboarding

  • Coordinating onboarding and implementation activities across adviser firms

  • Maintaining project trackers and ensuring smooth delivery timelines

  • Assisting with training sessions and onboarding support

  • Helping firms navigate systems, processes and first client cases

  • Managing provider communications and resolving setup queries

  • Contributing to process improvements, automation ideas and operational efficiencies

  • Using AI and technology tools to enhance workflows and client delivery

What We’re Looking For
  • Experience within Financial Services, Operations, Administration or Client Services

  • Strong organisational skills with the ability to manage multiple priorities

  • Confidence using systems, spreadsheets and technology platforms

  • Excellent communication skills and strong attention to detail

  • A proactive, solutions-focused mindset

  • Interest in AI, automation and operational improvement

What’s On Offer

Salary up to £32,000 DOE

Bonus up to 5%

10% non-contributory pension

Private Medical Insurance

8x Life Assurance

Clear career progression opportunities

Exposure to a growing, forward-thinking Financial Planning business

This is an excellent opportunity for someone early in their Financial Services career looking to gain valuable exposure across operations, onboarding, technology and adviser support within an innovative and collaborative environment.

Interested? Get in touch to learn more or apply directly.

This listing is from reed. View original listing ↗

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