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Financial Planning Administrator
3 weeks ago
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion.
Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Illustration requests
* Ensure that all financial planning client administration is carried out in accordance with internal procedures
* Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
* Taking phone calls, enquiries and requests and handling them where appropriate
* General back-office support using IO software
25 days holiday plus bank holidays
* Annual salary review
* Staff awards
* In-house academy, professional development
* Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
* Holiday Purchase Scheme
* Life Assurance
* Pension
* Please apply to us here at Recruit Wealth for an immediate response
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West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...
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Financial Planning Administrator
2 weeks ago
West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...
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West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...
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West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...
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West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...
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West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...
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West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...
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West Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid workingDevelopment opportunities Regular team events A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of...
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Long Hanborough, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid working * Development opportunities * Regular team events A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company. The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth...
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