Careers

Position: Operations Assistant

Starting Date: 2nd January 2024

Application Closing Date: 11th December 2023

Location: Bristol, UK

Job Types:  Full-time, Permanent

Salary: £25,000.00-£26,000.00 per year

Education: GCSE or equivalent (preferred)

Work Location: In person

Job Responsibilities:

As an Operations Assistant, your day-to-day will have quite a lot of variety as you will be supporting both sides of the business.

This includes both the financial advice side of the company, and the pension trustee side. You will play a crucial role in ensuring the smooth operation of our office and providing support where required. Your responsibilities will include:

Client Services:

  • Preparing and maintaining meeting rooms and greeting clients warmly, including offering refreshments.
  • Managing digital correspondence from clients, and from the company, in a friendly, professional, and helpful manner.

Incoming and Outgoing Mail:

  • Opening, scanning and filing mail on a daily basis.
  • Delivering daily outgoing post to the post office.
  • Monthly maintenance of the office Franking Machine.

Document Management:

  • Monitor incoming documents from the various providers and platforms which we use, as well as our enquiries inboxes, and ensuring that things are recorded correctly.
  • Assisting us with maintaining the files we need to keep which often contain sensitive data on our clients.

Banking and Financial Support:

  • Update bank reports and assist with monthly bank reconciliation.
  • Setting up payments and gathering and presenting supporting evidence.
  • Manually update values on our systems and assisting with VAT returns.
  • Assist with billing, invoices, annual fees, and ad-hoc fees.

Client Administration Support

  • Assist with administrative tasks related to pensions, investments and policies.
  • Handle post-annual review processes, including obtaining manual valuations, running scheme reports.

Client Data Management:

  • Uploading and helping to process our half yearly reports to client files and ensuring accuracy and confidentiality.
  • Collate and send postal reports and covering letters.
  • Maintain monthly fund audit data and weekly figures.

Appointment and Compliance Management:

  • Sending meeting invitations to clients and managing their responses, as well as the company calendars.
  • Manage Letters of Authority (LoAs) from clients, and the company, to providers.
  • Oversee general email inbox and maintain internal compliance registers.
  • Help to manage and ensure up-to-date Anti-Money-Laundering requirements and client agreements.
  • Assist in managing cases and plans with investment providers and and providing updates to clients.
  • Handling back office administration, including fact-finds and plan/document updates.

Miscellaneous:

  • Other miscellaneous administrative tasks, on which training or direction will always be provided.

Qualifying Factors:

  • Previous administrative experience is desirable.
  • Strong organizational and multitasking skills.
  • Friendly, helpful and enthusiastic
  • Excellent attention to detail.
  • Basic proficiency in using office software and equipment.
  • Knowledge or experience in financial services or pension administration is a plus but not essential as full training will be given.
  • Wants to participate in our company culture and help to make Cardens a great place to work.

Benefits:

  • Company pension
  • Free flu jabs
  • Free Parking
  • On-site parking
  • Sick pay
  • Work from home

Schedule:

  • Monday to Friday
  • No weekends

If you are a proactive and detail-oriented individual looking for a challenging way to get involved in the financial services world, at a small, dynamic and people-centric financial advisory firm, we encourage you to apply.  


To apply, please complete the application below. Please note, invitation to interview will be based on the answers provided to those questions. We will then contact you to inform you as to whether we would like to proceed with your application.


We look forward to hearing from you and best of luck throughout the process!

 

If you have any questions about the attached, or would like us to consider any other factors in your application, please ensure that you include them.

Cardens Operations Assistant Application

To apply, please complete the application below. Please note, invitation to interview will be based on the answers provided to those questions. We will then contact you to inform you as to whether we would like to proceed with your application.

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