Full or Part-time Financial Services Administrator

4 weeks ago


Woodstock Oxfordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Oxon office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
Competitive Salary: Office Location: Opportunities for continuous professional development
Benefits: 25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts

Handle illustration requests and maintain accurate client records
Provide exceptional back-office support and ensure compliance with firm procedures
Prior experience in a Financial Planning or Wealth Management firm
Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel
Financial Services Administrator



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