Operations Assistant - London

Salary to £30,000 + 10% bonus paid monthly - Financial Planning
Ref: 258 Date Posted: Sunday 21 Apr 2024

Operations Assistant
City of London (Fenchurch Street) 
Monday to Friday office-based
Salary £30k + monthly bonus upon completion of probation (approx. 10% of salary)

Position and Responsibilities 

The position will involve assisting the management team with operational duties; Training will be provided.

• Management information reporting on various aspects of the business
• Gathering data from investment providers on client accounts
• Tracking the weekly KPI target results
• Assisting with the (acquisition) project rollouts, including importing data in the CRM, creating mail merges for client letters and creating report templates.
• Liaising with investment providers on pension switch applications
• Sending client letters adhoc
• Updating regulatory business registers

Experience & Skills


• Minimum two years of pensions experience (desirable but not essential)
• Strong attention to detail
• Must be proficient in MS Office (Word, Excel, PowerPoint, etc.) with the ability to use Excel formulas (i.e. VLookup)
• Excellent communication skills (spoken and written), including customer service
• Experience with CRM systems and strong technology skills
• Self-motivated, a self-starter and hard-working
• Adaptable and receptive to feedback
• Enthusiasm to grow with business in an ambitious company
• Good financial and mathematical literacy


A financial services qualification is desirable but not essential


• Excellent communication and interpersonal skills
• understanding of pensions (not essential)
• Eagerness to get involved with other tasks where necessary

The Company 

You'll work as part of the Client Services Team. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills, and qualifications. 

Based in London City, the Tower of London and Fenchurch tube lines are only a 3-- to 4-minute walk from the office.

This is an independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs. 

How to Apply  

Please call Jon D'Costa at 01452 526100 or 07884 444183, or look me up on LinkedIn and message me there. I appreciate your CV may not be up to date, so don't let that hold you back; you can hit the Apply button and send me whatever you have. Everyone will get a response.