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Financial Services Administrator

1 month ago

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

Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Oxon office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.

What’s in it for you:

  • Competitive Salary: Dependent to your experience and qualifications
  • Office Location: Positioned in the heart of Oxon
  • Career Enhancement: Opportunities for continuous professional development
  • Benefits: 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:

  • Efficiently process new business and prepare client review packs
  • Manage client correspondence with high professionalism
  • Arrange and schedule client meetings, managing advisers’ diaries effectively
  • Handle illustration requests and maintain accurate client records
  • Provide exceptional back-office support and ensure compliance with firm procedures
  • Tackle varied administrative tasks as needed, contributing to the team’s success

Skills and Experience Required:

  • Prior experience in a Financial Planning or Wealth Management firm
  • Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel
  • Excellent communication skills, capable of maintaining professional client relationships
  • Strong organizational skills with an ability to prioritise effectively
  • Detail-oriented with a knack for problem-solving and adaptability to change
  • Team-oriented with a positive outlook and proactive approach

Apply Now

If 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 Administrator

Location: Oxon

Salary: £24-28k

REF: 9055

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