Financial Services Administrator

2 weeks ago


Woodstock, Oxfordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £24,000 - £28,000

Join Our Team as a Financial Services Administrator at Recruit UK

Recruit UK is looking for a dedicated individual to join a well-known Wealth Management company as a Financial Services Administrator in their lively Oxon office. This crucial position presents a fantastic opportunity to enhance and utilize your financial administration skills within a well-established and successful team.

As a Financial Services Administrator, you will be responsible for providing extensive administrative assistance and serving as a primary contact for client inquiries related to pensions, investments, and protection.


What we offer:

  • Competitive Salary
  • Excellent Office Location
  • Continuous Professional Development Opportunities
  • Benefits include:
  • 25 days holiday (increasing with tenure)
  • Bank Holidays, Birthday Leave
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension Plan
  • Corporate Eyecare
  • Discounted Shopping Extras

Key responsibilities:

  • Handle illustration requests
  • Maintain accurate client records
  • Provide top-notch back-office support
  • Ensure compliance with company procedures

Requirements:

  • Prior experience in Financial Planning or Wealth Management
  • Proficiency in IT and Microsoft Office tools (Teams, Outlook, Word, Excel)


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