Operations Executive - Financial Planning

Role & responsibilities

• Provide operational and administrative support to the Financial Planning team.
• Coordinate meetings, prepare minutes, and track action items.
• Manage shared mailboxes, internal communications, and operational records.
• Support training, onboarding/offboarding, and business reporting activities.
• Assist with system administration, stakeholder coordination, and supplier management.
• Collaborate with UK and India teams to ensure smooth service delivery.
• Support process improvement, operational excellence, and change initiatives.

Preferred candidate profile

• 3-8 years of experience in Executive Assistant, Business Support, Operations, or Administration roles.
• Excellent communication, stakeholder management, and organizational skills.
• Strong proficiency in Microsoft Office (PowerPoint, Word, Excel, Outlook).
• Experience creating presentations, reports, and meeting minutes.
• Exposure to Financial Services, Wealth Management, or Professional Services preferred.
• Experience working with global/UK stakeholders is an advantage.
• Proactive, detail-oriented, and comfortable managing multiple priorities.