Operations Administrator

Operations Administrator

Burnham-on-Sea | £30,000 – £36,000 (depending on experience)

Positive Wealth Creation Ltd is an established, independent financial planning firm based in Burnham-on-Sea. We provide high-quality, considered advice to a wide-ranging client base and pride ourselves on delivering a highly personalized, professional service.

We are now looking to recruit an Operations Administrator to become a central part of our team. This is not a generic back‑office role, it is a varied, front‑of‑house position combining client interaction, technical administration, and operational support across the business.

The Role

This position sits at the heart of our day‑to‑day operations and will involve:

• Acting as a first point of contact for clients, including welcoming visitors and managing incoming calls
• Preparing client meeting packs, regulatory documents, and portfolio reports (Intelliflo)
...