Operations Assistant (IFA Firm)

Operations Assistant (IFA Firm) Bury Area Salary up to £32,000 This is an ideal role for an ambitious individual who enjoys variety, thrives on taking ownership, and wants to play a key part in improving operational processes within a dynamic and evolving organisation. Reporting directly to the Group Head of Operations, you will have the opportunity to make a real impact by supporting business operations, driving efficiencies, and helping shape the future of the firm's systems and processes. The Role As an Operations Assistant, you will support the smooth running of the business's day-to-day operations while taking an active role in process improvement, data management, and technology initiatives. This position would suit someone who enjoys balancing structure with innovation, has a passion for technology, and is keen to introduce new ideas and smarter ways of working. Key Responsibilities • Provide operational support to ensure the efficient running of the back-office function • Maintain and manage the back-office system, ensuring data integrity and accuracy • Produce and distribute weekly Management Information (MI), analysing trends and identifying opportunities for improvement • Monitor workflows and pipelines to ensure cases progress within agreed service levels • Ensure adherence to internal processes and procedures, identifying any training or process improvement requirements • Support compliance activities, including file checks, audit preparation, and document management • Research and evaluate enhancements to systems and third-party software solutions • Explore opportunities to implement AI tools and automation to improve efficiency and reduce manual processes • Support continuous improvement initiatives across the business • Assist with general office operations and ad hoc projects as required About You The successful candidate will possess: • Strong IT skills and the ability to quickly learn new systems and software • A passion for technology, process improvement and operational efficiency • An interest in AI tools, automation and digital transformation • Excellent organisational and time management skills • Strong attention to detail and commitment to data accuracy • An analytical mindset with the ability to interpret and produce management information • Good understanding of financial services administration, including pensions, investments and protection business • Experience using CRM or back-office systems such as Intelligent Office (desirable) • Excellent communication skills and the confidence to liaise with advisers, providers and third parties • A proactive, solutions-focused approach and a desire to drive continuous improvement • The ability to work independently and collaboratively within a team environment • High levels of professionalism, integrity and discretion • Knowledge of FCA-regulated environments, AML and KYC procedures would be advantageous What's on Offer? • Competitive salary • 25 days holiday plus additional entitlement based on length of service • Pension scheme with 3% employer and 4% employee contributions • Death in Service cover of four times salary • Permanent Health Insurance providing up to 75% of salary to age 65, following a 13-week deferred period • Opportunity to work within a progressive and growing financial services organisation • Exposure to operational projects, systems enhancements and business transformation initiatives • Supportive and collaborative working environment with excellent long-term career prospects This is a fantastic opportunity for an ambitious operations professional who enjoys making improvements, embracing technology and playing an integral role within a growing business. Apply today via NJR Recruitment or call quoting the reference NJR 16662. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.