Job Description:

We are proud to be working with a dynamic and forward-thinking local Financial Services business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Senior Client Operations Administrator to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!

Job Title: Senior Client Operations Administrator | Financial Services

Location: Wellington, Somerset

Salary: £35,000 - £40,000 PA DOE

Hours: Monday to Friday, 8.45am - 5.15pm

Key Highlights of the Benefits Package:

• Matched pension contributions up to 5%, plus reinvestment of employer NI savings
• Private medical insurance for all permanent employees
• Life assurance (4 x salary) and income protection (75% salary in long‑term illness)
• Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
• Full funding for professional exams, training and subscriptions
• Electric car, cycle‑to‑work and season ticket schemes
• Long‑service awards, referral bonuses, and paid volunteering time

The Role: This is a dual‑purpose role, combining high quality client servicing with operational and reporting support across the group. Working closely with Financial Consultants and the Operations Director, the role ensures smooth day‑to‑day administration, efficient processing of new and ongoing business, and a consistently positive client experience. In addition, the position supports business performance by producing accurate management information, contributing to regulatory reporting, and assisting with group projects and improvements, helping to maintain compliant and well organised operations across the business.

Duties:

Client Servicing & Relationship Management

• Act as the first point of contact for clients, handling enquiries professionally by phone, email, and in person
• Manage client expectations and ensure a high standard of ongoing client service
• Coordinate client communications and respond to administrative queries

Diary & Meeting Coordination

• Organise client and prospective client meetings
• Manage consultants' diaries and workloads as required
• Ensure actions from meetings are diarised, tracked, and completed
• Prepare meeting and onboarding packs
• Complete, submit, and follow up on new business applications
• Check accuracy and compliance of documentation
• Process trades, fund switches, and rebalances within agreed timescales

Client Reviews & Ongoing Servicing

• Coordinate annual and ongoing client review processes
• Prepare valuation reports and review documentation
• Implement agreed post‑review actions and issue follow‑up correspondence
• Maintain compliant and up‑to‑date client files

Administration & CRM Management

• Maintain accurate client records and file notes on the CRM system (Intelligent Office)
• Process servicing requests (e.g. surrenders, claims, policy updates)
• Provide general administrative support and team cover when required

Operations & Management Information

• Produce regular management information and performance reports
• Generate and analyse data for business insight, forecasting, and reporting
• Support quarterly reporting and internal communications

Projects, Compliance & Improvement

• Support group‑wide projects and operational initiatives
• Assist with FCA and ad‑hoc regulatory reporting requirements
• Identify and escalate risk or compliance issues appropriately
• Contribute to process improvements, training, and team development

About you:

• You enjoy supporting clients and take pride in delivering a professional, friendly, and organised service
• You have experience in an administrative, client services, or operations support role, within financial services (essential)
• You're highly organised, detail‑focused, and comfortable juggling multiple priorities in a fast‑paced environment
• You communicate confidently and clearly, building trusted relationships with clients and colleagues
• You're comfortable working with data and reports, with strong Excel skills and a logical, analytical mindset
• You have experience using CRM or back‑office systems, or you're quick to learn new systems (Intelligent Office desirable)
• You understand the importance of accuracy, compliance, and confidentiality in your work

Interested? Apply online or send your CV to (url removed). To discuss the role prior to application please call Vicky on (phone number removed).

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