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They are an exciting, Bristol based business, looking to diversify and grow in areas they are already very strong in and their knowledge of the market is second to none. They are a firm committed to providing products that are truly valued by financial advisers and client and they have been recognised for this service on many occasions.

The role of Operations Administration Assistant involves;

• Reporting to the Team Leader you will be responsible for processing tasks that require good attention to detail.
• The role provides the opportunity to gain the basic knowledge and skill requirements needed to progress to an Account Executive if desired.
• Working amongst the wider Department, you will be responsible for providing day to day support by completing the assigned work in an efficient and timely manner.
• You will liaise with Account Executives and your Team Leader to verify information
• You will be expected to take ownership for managing your own work volumes and priorities and to produce work of the highest standards
• A flexible approach is essential to ensure the smooth running of the business
• Answering and processing basic enquiries via the telephone
• Building and maintaining relationships with IFA’s and Clients

The successful candidate will have proven customer service skills and will pay close attention to detail. Accuracy and the ability to be analytical are highly desirable. The successful candidate will have the initiative to work independently but will also fit into a team. A flexible and dedicated individual will exceed in the role. The successful candidate will ideally have an understanding of different SIPP, Financial and Pension related products that will be offered to clients in the role, however on the job training will be provided.
Salary is up to £20k along with a rewarding benefits package and support towards developing your career within an award winning firm.

If you would like to show your interest in this position, or other opportunities within Financial Services, email This email address is being protected from spambots. You need JavaScript enabled to view it. quoting Sipps Professional and code 2112.