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Permanent

Operations Administrator (Wealth Management) - London - £35,000-£40,000 (Dependent on Expe

Financial Divisions
London
money-bag £35000 Annual
Posted: 20 August 2026 (Yesterday)
Closing date: 19 September 2026
Ref: 3159314153

Operations Administrator (Wealth Management) - London - £35,000 - £40,000 (Dependent on Experience) + Benefits and BonusAbout the RoleAn established and growing financial services firm based in the City of London is seeking an experienced Operations Administrator to join its team. This is a varied and rewarding role offering exposure across operations, finance, compliance, HR, procurement, and office management.Reporting directly to the Directors, you will play a pivotal role in supporting the smooth running of the business while helping to deliver an exceptional service to both clients and colleagues.This position would suit an organised, proactive, and detail-oriented professional who enjoys taking ownership of a diverse workload within a regulated environment.Key ResponsibilitiesOperations and AdministrationManage a wide range of day-to-day administrative tasks and office operationsBook meeting rooms and coordinate adviser appointmentsMaintain and update client and business records within the CRM systemComplete client AML checks and assist with information gatheringManage incoming and outgoing postAnswer telephone enquiries professionally and efficientlyLiaise with IT providers and resolve office equipment issuesSupport Directors with business projects and ad hoc tasksCoordinate office management activitiesFinance SupportAssist with business income (fee) reconciliation within the CRM systemChase statements and support process automation initiativesProcess introducer ..... full job details .....

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