Operations Administrator

Operations Administrator

Burnham\-on\-Sea \| £30,000 – £36,000 (depending on experience)

Positive Wealth Creation Ltd is an established, independent financial planning firm based in Burnham\-on\-Sea. We provide high\-quality, considered advice to a wide\-ranging client base and pride ourselves on delivering a highly personalised, professional service.

We are now looking to recruit an Operations Administrator to become a central part of our team. This is not a generic back\-office role, it is a varied, front\-of\-house position combining client interaction, technical administration, and operational support across the business.

The Role

This position sits at the heart of our day\-to\-day operations and will involve:

• Acting as a first point of contact for clients, including welcoming visitors and managing incoming calls


• Preparing client meeting packs, regulatory documents, and portfolio reports (Intelliflo)


• Managing Letters of Authority and liaising with providers to obtain information


• Supporting advisers with research using tools such as Iress Exchange, FE Analytics and provider platforms


• Processing applications, encashments, and transactions across platforms including Aviva, Fidelity and AJ Bell


• Maintaining accurate client records and updating Intelliflo throughout the advice process


• Chasing providers and managing workflows to ensure timely case completion


• Handling sensitive documentation including identification, probate papers and policy documents


• Assisting with regular business reporting, including income tracking and client servicing activity


• Managing post, client correspondence, and general office organisation

This role also carries a strong front\-of\-house element, so professionalism, organisation and attention to detail are essential.

About You

We are looking for someone who is:

• Highly organised with excellent attention to detail


• Confident dealing with clients both in person and over the telephone


• Comfortable managing multiple tasks in a structured and regulated environment


• Proactive and able to work independently whilst supporting a close\-knit team

Experience in financial services is strongly preferred. In particular, the following would be advantageous:

• Working knowledge of Intelliflo


• Experience with adviser platforms such as Aviva, Fidelity or AJ Bell


• Progress towards CII qualifications

Working Arrangements

Ideally this is an office\-based position due to the client\-facing nature of the role. However, we are open to flexibility to suit the right candidate, including:

• 5 days per week with 1 day working from home, or


• a 4\-day working week

Why Join Us?

You will be joining a well\-established and respected firm where quality of work and client relationships take priority. The role offers genuine variety, responsibility, and the opportunity to become a key part of a growing business.

Pay: £30,000\.00\-£36,000\.00 per year

Benefits:

• Company pension


• Private medical insurance

Ability to commute/relocate:

• Burnham\-on\-Sea TA8 1AW: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person

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