Wealth Management Support Administrator

1 week ago


Chipping Norton, Oxfordshire, United Kingdom Oval Recruit Full time
Wealth Management Support Administrator - Chipping Norton - £excellent + attractive package including profit share.


An award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment Management solutions to HNW Private Clients are looking for a highly capable individual to join their stable team.

Working in a team-orientedenvironment that prides themselves on providing a positive, welcoming and social office culture you will provide technical administrative support to the Consultancy team.


Specific duties will include Processing all new and existing Investment & Pension business, ensuring the administration is completed to the highest of standards.


  • Act as a point of contact for clients, providing excellent customer service and ensuring queries are managed or past of accordingly.
  • Check, reconcile and process all investment transactions, investment trusts, unit trusts and shares.
  • Prepare client review packs and client valuations ready for advisor meetings.
  • Liaise with third party insurance & investment companies.
  • Ensure all work is carried out within FCA regulations and within company guidelines.


This is a busy, varied role which will involve processing complex information, managing multiple caseloads and using a variety of systems and processes.

It would suit someone who enjoys being kept busy, who is highly organised and can work and prioritiseusing your own initiative.

The company will provide extensive training and an opportunity to learn and develop from a strong stable team, however you will need some previous wealth management / financial services experience to understand the basics of therole.

The company an extensive and highly attractive benefits package, demonstrating their commitment to employee wellbeing. They are fully employee owned meaning you will share in company profits and become part of a long-standing team.

For more information, please contact Richard Garbett
  • Senior Administrator

    4 weeks ago


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

    Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team. Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.As a technical administrator, you will support the advisers of the firm with...

  • Senior Administrator

    1 month ago


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

    Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team. Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.As a technical administrator, you will support the advisers of the firm with...


  • Chipping Norton, Oxfordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team. As a technical administrator, you will support the advisers of the firm with their clients, ensuring a high level of service is offered. There is ample progression opportunities too, bet that into...

  • Senior Administrator

    1 month ago


    Chipping Norton, UK, Oxfordshire, United Kingdom Recruit UK | Certified B Corp™ Part time

    Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team. As a technical administrator, you will support the advisers of the firm with their clients, ensuring a high level of service is offered. There is ample progression opportunities too, bet that into...


  • Chipping Norton, Oxfordshire, United Kingdom Worth Recruiting Full time £7,000 - £27,000

    Worth Recruiting Property Industry Recruitment BRANCH ADMINISTRATOR Residential Lettings Agency Location: Chipping Norton, OX7 Salary: £27k DOE Position: Permanent Full Time We are seeking a highly organised, experienced Branch Administrator to join a local independent estate & lettings agent based in the Chipping Norton area. As the Branch...


  • Chipping Norton, Oxfordshire, United Kingdom Jason Gillett Groundworks Ltd Full time

    Oxfordshire based groundworks company looking to recruit an enthusiastic, dynamic team player to join our office.The primary role will be in accounts - covering purchasing, invoicing, credit control, wages, and pensions.You will also be asked to complete all round administrative duties - filing, data input, maintaining and updating HR and personnel files and...


  • Chipping Norton, Oxfordshire, United Kingdom McCarthy Stone Full time

    How would you love a care role where all your clients are in one place?No travelling in betweenGorgeous modern environment to work inGreat colleagues to work with and learn fromGet paid whilst you trainMcCarthy Stone are looking for a professional Care and Support Assistant, (FTC 6 months to start) with some domestic duties, to join their amazing team at our...


  • Chipping Norton, Oxfordshire, United Kingdom The Charlbury Medical Centre Full time

    At Charlbury Medical Centre our mission is to provide the best healthcare to our patients, we are a friendly team looking for like-minded people who will fit into our valued established team and help us fulfil this mission and make a real difference to our patients lives.This position is for a total of 19 hours per week. You will be working within our...


  • Chipping Norton, UK, Oxfordshire, United Kingdom MARS Recruitment Full time

    HR & Business Administrator, Chipping Norton, £25,000pa - £29,000pa depending on experience plus bonus & benefits:Our client is a leading manufacturer within their industry and over the last 2-3 years they have seen exponential growth with further plans to expand and develop their business in the coming years.As a result of this exciting period of change...

  • Care Assistant

    1 week ago


    Chipping Norton, Oxfordshire, United Kingdom McCarthy Stone Full time

    McCarthy Stone are looking for a dynamic Care Assistant at their prestigious Watson Place estate in Chipping Norton, Oxfordshire.Salary: £11.43 per hour plus additional pay (see below)Hours:A variety of hours availableContract:12 Month Fixed Term ContractMcCarthy Stone have a wealth of support and benefits for their staffThese include: 28 days holiday...


  • Hook Norton, Oxfordshire, United Kingdom Office Angels Full time

    Job Title: Systems & Sales Support AdministratorLocation: BanburySalary: 24, ,000 per yearContract Details: Permanent, Full Time Systems & Sales Support Administrator and be part of a dynamic and innovative events company focused on the maritime, energy, and transportation industries. As a Systems & Sales Support Administrator, you will play a key role in...


  • Hook Norton, Oxfordshire, United Kingdom Office Angels Full time

    Job Title: Systems & Sales Support AdministratorLocation: BanburySalary: 24, ,000 per yearContract Details: Permanent, Full Time Systems & Sales Support Administrator and be part of a dynamic and innovative events company focused on the maritime, energy, and transportation industries. As a Systems & Sales Support Administrator, you will play a key role in...


  • Chipping Norton, Oxfordshire, United Kingdom McCarthy Stone Full time

    McCarthy Stone are looking for a professional Relief Care Supervisor to join their team at our Watson Place estate in Chipping Norton, Oxfordshire.You must have previous experience of working in the UK in a Senior Care position and have a minimum of L2 in Health and Social Care to be considered for this role. McCarthy Stone do not offer sponsorship; we will...

  • Bank Care Assistant

    1 week ago


    Chipping Norton, Oxfordshire, United Kingdom McCarthy & Stone Full time

    McCarthy Stone are looking for a professional Bank Care and Support Assistant to join their team at our Watson Place, estate in Chipping Norton, Oxfordshire.Base Salary: £12.34 up to £13.64 per hour see belowHours: To be agreed with the manager. (Day, evening, and weekend shifts available)Watson Place has 59 one-bed and two-bed apartments available with a...

  • Care Assistant Ftc

    1 week ago


    Chipping Norton, Oxfordshire, United Kingdom McCarthy & Stone Full time

    How would you love a care role where all your clients are in one place?No travelling in betweenGorgeous modern environment to work inGreat colleagues to work with and learn fromGet paid whilst you trainMcCarthy Stone are looking for a professional Care and Support Assistant, (FTC 6 months to start) with some domestic duties, to join their amazing team at our...

  • Executive Assistant

    1 week ago


    Chipping Norton, Oxfordshire, United Kingdom VoCoVo Full time

    Job Profile Providing administrative support to the Executive team, including but not limited to:Diary management Travel arrangements Arranging multifunction internal meetings e.g. Business Performance Review Board Meeting, including taking actions and enabling timely follow up activities Organising the company quarterly All Hands meeting:Arranging venue and...

  • Weekend Receptionist

    4 weeks ago


    Chipping Norton, Oxfordshire, United Kingdom Barchester Healthcare Full time

    ABOUT THE ROLEAs a Weekend Receptionist at our Barchester care home, you'll provide the warm welcome that helps to make sure every resident and visitor feels at home with us. As the first point of contact for almost everyone who comes to the home, you'll have a vitally important part to play in creating a positive and friendly environment. The role...

  • Weekend Receptionist

    4 weeks ago


    Chipping Norton, Oxfordshire, United Kingdom Barchester Healthcare Full time

    ABOUT THE ROLEAs a Weekend Receptionist at our Barchester care home, you'll provide the warm welcome that helps to make sure every resident and visitor feels at home with us. As the first point of contact for almost everyone who comes to the home, you'll have a vitally important part to play in creating a positive and friendly environment. The role...


  • Chipping Norton, Oxfordshire, United Kingdom Soho House x Caterer Full time

    Member Events Coordinator -£28,000 per annum**What's in it for you? Weekly Pay Team meal whilst on shift prepared by our chefs Soho Friends Membership 50% Team discount on Food & Drink, 7 days a week Team Room Rates; Any Bedroom, Any House, $100 a night Financial Incentive based on House Performance (Quarterly) Health Cash Plan (option to add children)...

  • EV Sales Executive

    1 week ago


    Chipping Norton, Oxfordshire, United Kingdom Piper Maddox Full time

    As a Junior Sales Executive, you will be responsible for supporting the sales team in achieving company revenue targets and driving business growth. You will work closely with senior sales executives to identify potential clients, build relationships, and close deals. This role offers an opportunity to gain hands-on experience in sales while developing...