In 2023 we invite you to join the team at Positive Wealth Creation Ltd!

Position: Operations Assistant

Location: 55 Victoria Street, Burnham On Sea, Somerset.

Salary: Part time, permanent position, hours during weekdays to be agreed mutually in the region of 15 to 20 hours per week, £11.75 per hour gross.

Holiday, pension & sick pay per statutory requirements.

Career pathways including qualifications in financial planning are available.

Summary of Requirements

Owing to organic business growth Positive Wealth Creation Ltd is creating a new part-time operations assistant position to work closely with the existing team.

A positive approach is essential. You will be proactive with initiative and the ability to multi-task. Excellent communication skills are required to ensure strong working relationships, as is confidence with numbers. Previous experience in an administration role would be advantageous as would proficiency with the standard business IT software.

The role may involve some limited driving and collection and delivery tasks to support the Directors, so a full, clean driving licence would be an attractive attribute.

Specific Role Responsibilities

  • Dealing with inbound correspondence, post and emails;
  • Standard and self-devised outbound communications to clients;
  • Arranging appointments and managing online meetings, and diary management and logistics for the Directors;
  • Producing Client Portfolio reports through Intelliflo Office;
  • Updating Intelliflo Office with all information received;
  • Welcoming Visitors, by appointment or otherwise;
  • Meeting Hospitality;
  • Answering Telephone and making telephone notes;
  • Chasing up product providers for outstanding transactions & information;
  • Booking in and out daily post;
  • Filing, Tidying, cataloguing, archiving paper and electronic records;
  • Online sales and purchases including collection and deliveries;
  • Updating monthly commentaries;
  • Monthly Birthday list;
  • Production of Quarterly Product Guides;
  • Obtaining Company information to refresh letter paragraphs;
  • Additional research through software to create new letter paragraphs;
  • Working with and shadowing other colleagues generally.

To apply please send a covering letter explaining how you would fit the role, together with your CV to Alex Turco, Operations Director, Positive Wealth Creation Ltd at or deliver to 55 Victoria Street, Burnham-on-Sea, TA8 1AW.

The closing date for applications is 31 January. Short listed candidates will be invited for interview.