Financial Services Administrator
4 weeks ago
What’s in it for you:nCompetitive Salary:
Dependent to your experience and qualificationsnOffice Location:
Positioned in the heart of OxonnCareer Enhancement:
Opportunities for continuous professional developmentnBenefits:
25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts
Key Responsibilities:nEfficiently process new business and prepare client review packsnManage client correspondence with high professionalismnArrange and schedule client meetings, managing advisers’ diaries effectivelynHandle illustration requests and maintain accurate client recordsnProvide exceptional back-office support and ensure compliance with firm proceduresnTackle varied administrative tasks as needed, contributing to the team’s success
Skills and Experience Required:nPrior experience in a Financial Planning or Wealth Management firmnProficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and ExcelnExcellent communication skills, capable of maintaining professional client relationshipsnStrong organizational skills with an ability to prioritise effectivelynDetail-oriented with a knack for problem-solving and adaptability to changenTeam-oriented with a positive outlook and proactive approach
Apply NownIf you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Oxon.
Job Title: Financial Services AdministratornLocation: OxonnSalary: £24-28knREF: 9055
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