Central Operations Associate

Job Title: Central Operations Associate
Contract Type: Permanent
Location: Bracknell, Berkshire
Salary: £24000 - £26000 per annum
Start Date: ASAP
Reference: 10106/001_1492969717
Contact Name: Harriet Bradfield
Contact Email:
Job Published: April 23, 2017 18:48

Job Description

My client, a well-known Financial Planning/Investment Management organisation with offices across the UK, are seeking a Central Operations Associate for their offices in Bracknell.

The purpose of the role will be to provide central support to local offices and deliver a professional telephone and administration service to internal and external clients.


  • Provide excellent telephone based service
  • Maintain systems and complete tasks in line with company policy
  • Process requests from clients, both in writing, online and over the phone
  • Manage and prioritise own workload to ensure that work is completed in a timely and compliant manner
  • Liaise with providers & third parties in a professional manner
  • Build and sustain relationships with clients
  • Maintain knowledge of compliance, risk & quality standards
  • Be proactive in helping to increase operational efficiency

The successful candidate should have:

  • Minimum 2 year Financial Services experience
  • Strong academic background/desire to undertake further professional examinations
  • CF1 as a minimum
  • Proficiency in core Microsoft Office systems
  • Excellent verbal & written communication skills
  • Professional telephone manner

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