Operations Assistant (IFA Firm)

Bury Area – Onsite parking

Salary around £30,000

About the Role

NJR Recruitment are working in Partnership with a Chartered Firm of Independent Financial Planners who are seeking a highly organised and detail-oriented Operations Assistant to support the smooth day-to-day running of their Independent Financial Adviser (IFA) firm. This role is key to ensuring efficient back-office operations (Intelligent Office), supporting advisers, and maintaining high standards of client service and regulatory compliance.

Key Responsibilities

• Provide operational support to the team, ensuring smooth day-to-day back-office function
• Maintain and manage the back-office system (IO), ensuring data accuracy, integrity, and effective utilisation across the business
• Produce and distribute weekly Management Information (MI), analysing data to identify trends, gaps, and opportunities for improvement
• Monitor workflows and pipelines to ensure cases progress within agreed SLAs and operational targets
• Ensure adherence to internal processes and procedures, identifying and addressing inconsistencies or training needs across the team
• Support compliance activities, including file checks, audit preparation, and document management in line with regulatory requirements
• Research and evaluate enhancements to back-office systems and third-party software, recommending improvements where appropriate
• Explore and assess AI tools and automation opportunities to streamline workflows, improve efficiency, and reduce manual processing
• Contribute to continuous improvement initiatives, identifying inefficiencies and supporting the implementation of better processes
• Assist with general office operations and provide support on ad hoc operational projects

Skills & Experience Required

• Previous experience in an administrative or operations role (financial services experience ESSENTIAL)
• Understanding of financial products such as pensions, ISAs, and investments (desirable)
• Strong organisational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to manage multiple tasks and meet deadlines
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience using CRM systems (e.g., Intelligent Office, Xplan) is advantageous

Personal Attributes

• Proactive and self-motivated
• Team player with a collaborative approach
• Professional and client-focused
• High level of integrity and discretion
• Willingness to learn and develop within financial services

What We Offer

• Competitive salary and benefits package
• Opportunities for professional development and industry qualifications (e.g., CII)
• Supportive and collaborative working environment
• Career progression within a growing IFA firm

NJR16662

PLEASE NOTE – Due to the volume of applications received, we can only consider those who come from an IFA Firm or Provider background, offering the relevant experience as outline din the below advert *