Operations Assistant (IFA Firm)

Operations Assistant (IFA Firm)Bury Area - Onsite parkingSalary around £30,000About the RoleNJR Recruitment are working in Partnership with a Chartered Firm of Independent Financial Planners who are seeking a highly organised and detail-oriented Operations Assistant to support the smooth day-to-day running of their Independent Financial Adviser (IFA) firm. This role is key to ensuring efficient back-office operations (Intelligent Office), supporting advisers, and maintaining high standards of client service and regulatory compliance.Key Responsibilities• Provide operational support to the team, ensuring smooth day-to-day back-office function• Maintain and manage the back-office system (IO), ensuring data accuracy, integrity, and effective utilisation across the business• Produce and distribute weekly Management Information (MI), analysing data to identify trends, gaps, and opportunities for improvement• Monitor workflows and pipelines to ensure cases progress within agreed SLAs and operational targets• Ensure adherence to internal processes and procedures, identifying and addressing inconsistencies or training needs across the team• Support compliance activities, including file checks, audit preparation, and document management in line with regulatory requirements• Research and evaluate enhancements to back-office systems and third-party software, recommending improvements where appropriate• Explore and assess AI tools and automation opportunities to streamline workflows, ..... full job details .....