Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence. Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a long-lasting relationship.

Operations Administrator

Satis Wealth Management are currently seeking an Operations Administrator to join our team. This role will focus on the production of management information to help in the running of the business and ensure that Satis meet all reporting requirements under Consumer Duty. Extremely strong excel and word skills are required for this role and will be tested during the interview process. The desire to develop process is also required.

Key Responsibilities:

Management Information -

Keep all back office systems up to date to produce high quality outputs
Compile and present monthly, quarterly and annual management information
Review FCA publications and propose new management information as required
Design new ways to present management information for both internal and external use
Assist in compiling FCA returns to be approved by the Compliance Officer and Operations Director
Assist in preparing meeting packs for the quarterly Satis committees and board meetings
Prepare information as requested for the annual audit and various certifications that Satis

Other responsibilities -

Use collated management information to suggest improvements to internal process and monitor risk
Assist in maintaining the company ICARA, including wind down plan and stress testing
Audit the company charging structure to ensure it is applied correctly
Monitor and report on work flow
Provide financial information and forecasts to allow accounts to be completed

Skills Required

Very strong IT skills including Excel and Word
Ability to present information and propose new process ideas

Employment Details

Full time hours of work: 9.00 am - 5.30 pm, Monday to Friday, with 1 hour for lunch each day.
Location of work: Role will be office based 5 days per week
Remuneration will be dependent on experience circa £26-28k
The package will include:
Death In Service scheme cover (4 x salary).
Auto Enrolment Pension Scheme (Employer: 5%; Employee: 3%) subject to eligibility.
Annual Christmas Bonus equivalent to 1 week’s salary.
Private Medical Insurance following completion of a 3 month probationary period (this is a taxable benefit).
Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
Annual Leave will be 23 days per annum, 3 days are normally taken at Christmas/New Year.

Satis Wealth Management

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Operations Administrator