Senior Operations Administrator

2 weeks ago

London, United Kingdom Page Personnel Finance Full time

The purpose of the Senior Operations Administrator is to provide a high level of administrative support to the Wealth Planning team with specific support provided to Administration Manager, Planners and Paraplanners. Ability to mentor and train new/lessexperienced administrators.

**Client Details**

The financial services firm based in the City of London is a UK-based partnership, wholly owned by the private banking group, which is in turn owned by the Princely Family of Liechtenstein. When they set up the Wealth Management firm in 2008, their aim wasto offer a fresh approach to wealth management. The plan was simple: put the clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, theyprovide a flexible, bespoke service adapted to each of their clients' needs.

**Description**

Duties for the Senior Operations Administrator are as follows:

- Financial reconciliations including reporting to Administration Manager/Wealth Planners and Operations Manager.
- Client data input and client record maintenance.
- Maintaining a daily activity diary via Intelligent Office.
- Issue and follow up information requests to life /investment companies in writing and telephone
- Issue LOA's to providers and request information.
- Summarise information into template format for Paraplanners to prepare recommendation reports.
- Client, life company and internal liaison with Investment Managers.
- Produce valuations from Figaro.

**Profile**

The pre-requisites for the Senior Operations Administrator role are:

- No specific qualifications are required within the role. It is expected that technical knowledge of Financial Services products and procedures have been obtained from previous roles or prior experience. Use of Intellilfo back office system is essential
- Knowledge of Voyant, Finametrica and intelliflo is a distinct advantage
- Understanding of financial product providers and different types of wealth planning products. A degree of wealth planning market awareness is essential requisite of an experienced WP administrator

**Job Offer**

Competitive salary of £35,000-£40,000 plus a full benefits package and bonus

Hybrid working

Fantastic culture and training

  • Senior Operations Administrator

    2 weeks ago

    London, United Kingdom University of Wales Trinity Saint David Full time

    **Senior Operations Administrator** **Job Ref** **51354** **Location** **London** **Salary** **£29,605 per annum plus London Weighting Allowance of £4,000 per annum** - ABOUT US - The University of Wales Trinity Saint David (UWTSD) is proud of our dedicated and talented employees, and we work together as a team to make a difference to the lives of...

  • Senior Property Operations Administrator

    1 week ago

    Greater London, United Kingdom Tech-People Full time

    Senior Property Operations Administrator A leading domestic heating and plumbing contractor is seeking a Senior Property Operations Administrator to join their busy Enfield office. This role suits someone with strong property management or housing‑sector experience who can take ownership of operational tasks and support both clients and engineers. Key...

  • Senior Property Operations Administrator

    2 weeks ago

    City Of London, United Kingdom Tech-People Full time

    Senior Property Operations Administrator A leading domestic heating and plumbing contractor is seeking a Senior Property Operations Administrator to join their busy Enfield office. This role suits someone with strong property management or housing‑sector experience who can take ownership of operational tasks and support both clients and engineers. Key...

  • Receptionist/administrative Assistant and Pa to The Vice President of Operations

    2 weeks ago

    London, United Kingdom Specialist Network Operations Full time

    **Who are we?** Formed in 2017, Specialist Networks Operations Ltd. (“SNO”) is a trusted authority in the monitoring and management of large-scale fiber optic networks. Created to support the massive growth in Open Access infrastructures globally, SNO provides a comprehensive range of services that allows fiber network providers and network operators...

  • Flight Operations Administrator

    1 week ago

    City Of London, United Kingdom London Luton Airport Operations Limited Full time

    Work Patterns: 12-month Fixed Term Contract Job purpose summary: Join us at LLA as a Flight Operations Administrator and play a vital role in supporting our airport’s sustainable growth while helping us maintain strong, positive relationships with our local communities. In this key position, you’ll provide both administrative and financial support to...

  • Senior Wealth Planning Operations Administrator

    2 weeks ago

    London, United Kingdom Page Personnel Finance Full time

    The purpose of the Senior Wealth Planning Operations Administrator is to provide a high level of administrative support to the Wealth Planning team with specific support provided to Administration Manager, Planners and Paraplanners. Ability to mentor andtrain new/less experienced administrators. **Client Details** The financial services firm based in the...

  • Nights Senior Operations Associate

    6 days ago

    London, United Kingdom goPuff - Operations Full time

    **Overview**:Gopuff is looking for **Senior** **Operations Associates** (SOAs) to join the operations team. Directly reporting to a Site Leader, SOAs play an essential role at Gopuff that requires drive, perseverance, positivity, and enthusiasm for the challenge. You will accomplish a variety of warehouse responsibilities including picking, packing,...

  • Senior Operations Associate

    4 days ago

    London, United Kingdom goPuff - Operations Full time

    **Overview**:Gopuff is looking for **Senior** **Operations Associates** (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity, and enthusiasm for the challenge. You will accomplish a variety of warehouse responsibilities including picking, packing, receiving...

  • Estates & Operations Administrator

    1 week ago

    London, United Kingdom National Portrait Gallery Full time

    **Salary**: £27,352.00 per annu, Full time 40 hours (5 days) per week 22 months FTC **Role Purpose**: As the Estates and Operations Administrator, you will work closely with the Senior Estates Manager to identify and provide administrative support for the whole of the Estates and Operations team. You will develop an understanding of how the Estates and...

  • Director of Administration and Operations

    4 days ago

    London, United Kingdom NFP People Limited Full time

    Director of Administration and Operations We have an exciting opportunity for an experienced Director to ensure efficient and effective administrative, operational and logístical support to the Secretary General, Instruments of Communion and related committees/groups. **Position**: Director of Administration and Operations/Logistics **Location**:...