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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Operations Administrator (Wealth Management) - London - £35,000-£40,000 (Dependent on Experience) - **Company:** Neweasy - **Location:** London, UK - **Experience:** Experienced - **Salary:** £35,000.0 - £40,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Microsoft Office - **Published:** August 14, 2026 - **Apply:** https://www.reed.co.uk/jobs/operations-administrator-wealth-management-london-35000-40000-dependent-on-experience/57237955 ## About the Role This position would suit an organised, proactive, and detail-oriented professional who enjoys taking ownership of a diverse workload within a regulated environment., * 3+ years' experience in an Operations, Office Management, or Senior Administration role within an IFA/Wealth Management/Financial Planning regulated business * Experience coordinating teams and managing multiple stakeholders * Degree-level education or a proven track record within a professional office environment * Excellent verbal and written communication skills * Strong Excel and Microsoft Office skills * Good numerical and analytical ability * Exceptional organisational and time-management skills Personal Attributes * Highly organised and methodical * Excellent attention to detail * Positive, proactive, and professional approach * Comfortable managing multiple priorities * Strong team player with a willingness to support colleagues across the business * Able to work independently and take ownership of responsibilities ## Description An established and growing financial services firm based in the City of London is seeking an experienced Operations Administrator to join its team. This is a varied and rewarding role offering exposure across operations, finance, compliance, HR, procurement, and office management. Reporting directly to the Directors, you will play a pivotal role in supporting the smooth running of the business while helping to deliver an exceptional service to both clients and colleagues., Operations & Administration * Manage a wide range of day-to-day administrative tasks and office operations * Book meeting rooms and coordinate adviser appointments * Maintain and update client and business records within the CRM system * Complete client AML checks and assist with information gathering * Manage incoming and outgoing post * Answer telephone enquiries professionally and efficiently * Liaise with IT providers and resolve office equipment issues * Support Directors with business projects and ad hoc tasks * Coordinate office management activities Finance Support * Assist with business income (fee) reconciliation within the CRM system * Chase statements and support process automation initiatives * Process introducer payments * Assist with company bank reconciliations * Support the administration of third-party technology platforms Compliance & Regulatory Administration * Coordinate and track Continuing Professional Development (CPD) requirements * Produce and maintain Management Information (MI) reports * Manage the company compliance calendar and key regulatory deadlines * Coordinate internal and external file reviews with compliance consultants * Maintain client documentation and regulatory records * Distribute quarterly client newsletters and update the Financial Promotions Register * Monitor regulatory and documentation updates through compliance support systems * Organise board meetings and professional examination bookings Procurement & Events * Order office supplies and stationery * Coordinate branded company materials and promotional items * Arrange client gifts and referral hampers * Organise team lunches, social events, and the annual company trip * Manage office catering and ad hoc purchasing requirements HR Support * Assist with recruitment administration * Support employment contract and staff handbook updates * Coordinate annual staff reviews * Help manage employee incentives and engagement initiatives ## Related Videos - [Your Manager Doesn’t Come with a User Manual (But You Can Totally Write One)](https://www.wearedevelopers.com/videos/1495-your-manager-doesn-t-come-with-a-user-manual-but-you-can-totally-write-one) - [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents) - [1000 things we tried for new work. 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