Administrator Part-time Learning Disabilities

3 weeks ago


Thame Oxfordshire, United Kingdom Antony George Recruitment Full time €23,000 - €28,000

Job Title: Client Services Manager
Our client is a trusted financial advisory firm committed to providing personalised wealth management solutions. They specialise in delivering tailored financial planning services, including Wealth Management, Estate Planning, Trust Services and Investment Advisory.

They foster a collaborative work environment and value professional growth, ensuring their employees are equipped with the tools and support needed to excel.

Flexible working options (after probation).
• 30 days annual leave plus bank holidays.
• Professional development support, including exam sponsorship.

Manage accurate and up-to-date client records using CRM systems.
• Compliance & Data Management:
• Ensure all client files comply with Financial Conduct Authority (FCA) regulations.
• Conduct Anti-Money Laundering (AML) and Know Your Client (KYC) checks.

Liaise with product providers and financial institutions to resolve queries.
• Support financial advisors in research and analysis of financial products.

Proficiency in CRM systems and Microsoft Office Suite.
• Knowledge of financial products, platforms, and services (e.g., pensions, ISAs, investments).
• Experience in an IFA or financial services environment.

Experience in an IFA or financial services environment.



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