Entry Level Financial Planning Administrator

7 months ago


Oxford, United Kingdom Recruit UK Full time

**Job Title**: Entry Level Financial Planning Administrator

**Industry**: Financial Advice

**Location**:Oxford

**Salary**: £24,000

**Job Reference**:8188

Are you an administrator, looking to get into the financial planning industry?

Recruit UK are working on an exciting opportunity for an Entry Level Financial Planning Administrator to join a successful investment management firm in Oxford. You will work closely with the team to provide exceptional client management and have ample opportunity to grow your knowledge and skills.

Duties will include but not limited to:

- Answering inbound calls from clients and supporting with queries
- Meet and greet visitors
- Prepare the meeting room and ensure all documents are provided
- Update the back office system with client details and documents
- General administration

**Benefits**:

- Competitive salary of £24,000
- Progression and development
- 25 days holiday, rising with service +/- 5 days
- 10% pension contribution
- 4x death in service
- Private health insurance
- Flexible benefits scheme

**Skills and experience required**:

- Experience working in an Administration role
- Exposure to an office based environment
- Desire to work in Financial Planning/Investment Management
- Educated to GCSE level inc. Mathematics and English

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm, looking for an Entry Level Financial Planning administrator.

**Our commitment to you**:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

**Additional information**:
**Salary**: £22,000.00-£24,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Oxford, Oxfordshire: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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