Job Description

Were looking for a proactive and digitally curious Operations & Projects Officer to join our small, fast-paced team. This is a great opportunity for someone who enjoys streamlining processes, improving systems, and using technology to drive efficiency and insight.

Youll work across key areas of the organisation supporting project delivery, CRM and workflow systems, data and reporting, governance, and events. Youll play a central role in making sure our operations run smoothly, our systems are maintained and improved, and our projects are delivered effectively.

This role is ideal for someone with strong attention to detail, a systems mindset, and a desire to apply technology in practical, mission-driven ways.

About Progress Together

Progress Together is the UKs first membership body dedicated to socio-economic diversity at senior levels in financial services. We work with over 50 firms, from banks and insurers to fintech and asset managers, to ensure talent from all backgrounds can thrive.

We believe performance should speak louder than polish. If youre someone who cares about inclusive workplaces and wants to help shape national change, wed love to hear from you.

Why we do what we do

Financial Services has the highest class pay gap of all sectors. Evidence shows that employees from non-professional backgrounds progress 25% slower than peers, with no link to job performance. Employers social mobility efforts have largely focused on outreach and access at junior levels, with little attention to progression and retention. This is despite evidence showing that 89% of senior managers are from higher socio-economic backgrounds, compared to 47% at junior levels and 52% of UK CEOs economy wide. Employees report they are wasting energy conforming to dominant cultures, impacting productivity.


To level the playing field, we need to create a financial services sector in the United Kingdom in which everyone working in it, from all socio-economic backgrounds, are both enabled and have equal opportunity to achieve their full potential. Therefore, building on the work of a Government commissioned Taskforce, we formally launched on 20th May 2022 by the Lord Mayor of London and the City Minister.


Our measure of success will be greater socio-economic diversity at senior levels across our membership (UK financial services companies). Leading to better business outcomes; increased productivity, greater innovation, improved decision making through diversity of thought, better consumer outcomes, and being a sector where talented people choose to work.

Key Responsibilities

Digital Systems & CRM (Salesforce / Workflow Tools)

Maintain and improve our CRM (Salesforce), including updating member records, managing data flows, and enabling insight for the team. Support team collaboration using project and workflow tools like Monday.com or Asana, identifying opportunities to simplify or automate tasks. Help document and improve internal processes and digital workflows to support team productivity. Assist in managing access and data-sharing within systems, and ensure information is accurate, current, and securely stored.

Data & Reporting

Support the collection and analysis of member feedback and survey data. Assist in producing dashboards, KPIs and OKRs to help guide organisational priorities. Present key insights to the team in digestible formats (spreadsheets, slides, short reports). Contribute to GDPR compliance through good data management practices and process reviews.

Project & Operational Support

Support the planning and delivery of meetings, workshops, and events, both online and in-person, including liaising with venues and tech platforms (Zoom, Teams). Provide scheduling and diary support for the CEO and wider team. Coordinate agendas, produce meeting papers, take minutes, and follow up on actions with internal and external stakeholders. Assist with finance and audit tasks, such as collating supporting documentation or preparing content for the annual report. Work closely with the Head of Operations on HR-related projects, including recruitment administration (e.g. posting job ads, coordinating interviews, tracking applicants), onboarding support for new team members, and helping to maintain internal HR documentation and processes. Contribute to team wellbeing and development initiatives by supporting the logistics and coordination of internal learning, training sessions, and team days.

Research & Communications

Conduct desk-based research to support new initiatives or respond to member needs. Draft briefings, internal summaries, or communications to stakeholders. Develop and manage digital feedback forms, summarise themes, and contribute to process improvements.

Person Specification

Essential Skills & Experience

Experience in an operations, project coordination, or admin support role with digital responsibilities. Confident using and learning cloud-based platforms (e.g. Salesforce, Asana, Monday.com, Airtable). Strong data handling skills, including working with spreadsheets and basic data analysis (Microsoft Excel, Power BI). Proactive and organised, with excellent attention to detail and ability to prioritise across multiple projects. Clear and confident written and verbal communication, including with senior stakeholders. Able to work independently and contribute to a collaborative, supportive team culture.

Desirable Skills & Experience

Understanding of CRM systems (e.g. Salesforce) and workflow/project tools (e.g. Monday.com, Trello, Notion). Experience producing reports or tracking performance metrics (KPIs, OKRs). Experience supporting virtual and in-person events, including tech setup and post-event follow-up. Familiarity with GDPR compliance and data governance. Interest in digital transformation, systems improvement, or social mobility in financial services (or a willingness to learn).

Whats in it for you

Compensation and retirement


An 8% pension contribution Private medical insurance Employee assistance programme- offering expert advice, invaluable information, specialist counselling and support. Up to 40% off at selected health gyms Travel insurance.

Vacation and time off


25 days annual leave entitlement with the option to purchase more. Enhanced Maternity / Shared Parental Leave Enhanced Sick Pay


Personal development

Ongoing opportunities for external training and upskilling.


Values and quality of life

Flexible working hours. Where this suits the needs of the organisation and where practical, we will support employees working from home flexibility to encourage a better work life balance.

What makes our process inclusive


Were committed to a fair and inclusive hiring experience for every candidate.

No degree required. We value lived experience and non-traditional pathways. Be yourself, not AI. We want to hear your voice. Please dont use AI to generate your answers, were looking for honesty, creativity, and your own experiences. Informal chat offer. Book a 15-minute call with the Head of Operations to ask questions before applying. Contact recruitment@progresstogether.co.uk.

How to Apply

Please complete the online application form and attach your CV and cover letter. Ensure that your cover letter addresses the following aspects:



Describe the skills and experiences you believe are relevant to this role. Provide an example of a project where you used data analysis to drive decision-making and improve outcomes

What strategies have you used to ensure effective collaboration and communication within a team, especially in a hybrid work environment

Interviews to be held week commencing 1st September 2025