Operations Administrator
Job description
Original text imported from Reed
A new and exciting opportunity has come about for an experienced administrator OR ambitious individual who is looking to start a career in the Investments & financial Planning sector.
The role duties are listed below, whilst we would be looking for candidates that have had exposure to the financial services industry, we are very much welcoming graduates that have recently graduated and have studied Investments, banking or Economics; however, we will consider other degree subjects.
You will be working alongside an experienced & positive advisory team with plenty of support to develop your career within the business if you are looking for a development role.
The role
To produce client portfolio valuations from various investment providers
To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings
To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
To produce Letters of Authority for new clients to service policies
To produce any Letters/Forms required for switches, encashments etc.
Ensure compliance requirements are met on all new business cases
Weekly chasing of all new business cases
Weekly chasing of all existing business enquiries
To apply you need
Educated to a Degree level within a relevant subject, however we will look at all degree subjects.
Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.
IT literate
Numerate and literate with some knowledge various administrative process ideally Investments or financial.
Proven ability to demonstrate precise attention to detail.
Experienced in managing and prioritising own workload.
Experience of MS Office inc. Excel, Word, Outlook and Teams.
Excellent interpersonal skills.
Excellent organisational and planning skills with the ability to multi-task.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your degree qualification prominently as they specifically require degree-level education for this role
📊 Quantify your administrative experience: 'Processed 45+ client applications weekly, maintaining 99% accuracy'
🌐 Emphasise any financial services exposure, even tangential experience like banking or insurance
🎯 Showcase your MS Office proficiency with specific examples of Excel functions and database management
🤝 Demonstrate your ability to support advisory teams and work in client-facing environments
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Processed 35+ investment portfolio valuations weekly using Excel, maintaining 99.2% accuracy across 4 major providers
- •Managed new business application pipeline of 25 cases monthly, reducing processing time from 5 to 3 days through improved tracking
- •Produced Letters of Authority and compliance documentation for 150+ client cases, achieving zero regulatory issues over 12 months
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Letter preview — tailored to Professional Placement (Southern) Ltd
Dear Hiring Manager,
Professional Placement's Operations Administrator role represents exactly the investment administration career path I'm seeking. My degree qualification and MS Office proficiency align perfectly with your requirements for supporting portfolio valuations and new business processing.
My background in administrative processes has prepared me to handle the precise attention to detail required for investment applications and compliance requirements. I'm particularly drawn to the opportunity to develop within the financial planning sector while supporting your experienced advisory team.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach producing portfolio valuations from multiple investment providers?
- ›What Excel functions would you use to manage client database records?
- ›How do you ensure compliance requirements are met when processing new business applications?
- ›Describe your experience with investment application processes and provider systems
- ›How would you organise and track weekly chasing of new business cases?
Behavioural
- ›Tell me about a time when you had to manage multiple priorities with tight deadlines
- ›Describe a situation where your attention to detail prevented a significant error
- ›How do you handle working with clients who may not understand financial terminology?
- ›Give an example of when you had to learn new administrative processes quickly
- ›Tell me about a time when you had to chase outstanding items from external parties
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to manage multiple priorities with tight deadlines
Describe a situation where your attention to detail prevented a significant error