Wealth Management Administrator

4 months ago


Chipping Norton, United Kingdom Capio Recruitment Full time

**An opportunity has arisen for a detailed and driven IFA Administrator to join a successful employee owned IFA firm in north Oxfordshire**
- Job Title: Financial Planning Administrator_
- Location: North Oxfordshire, near Chipping Norton_
- Salary: Up to £30,000_
- Predominantly homebased role, with travel into the office 2 times per week._

About the company:
Our client is an independent, employee-owned wealth management and financial planning business that have been providing specialist advice to private clients for over 30 years. Quality and excellence sit at the core of their values and their team of experienced, qualified investment and financial planning professionals are committed to providing a personal service and attractive returns, through the development of long-term relationships with their clients.

As an employee-owned business, each of the team each own a share in the business which allows everyone to have a share the success of the business, its reputation, and longevity; nurturing client relationships through the generations.

The role:
Due to internal promotions within the company, our client is now looking to bring in two experienced Administrators to join the already established administrator team. The role includes all aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators, whilst providing excellent customer service.

Benefits include;
- 5% Employer Pension Contribution
- 26 days holiday plus bank holidays and Christmas week.
- One volunteering day per year
- Individual training budget of £1000 per year for courses, exams ect.
- Mapped career progression routes, tailored to each person
- Death in Service 4 x salary
- Income protection
- Home working 3 times per week plus flexible hours
- Encouraging and positive work environment

What do you need to be considered?
- Previous experience within an IFA/ Financial Planning Administrator role within an IFA firm is essential
- Knowledge of financial products, investment platforms, and regulatory frameworks is a plus.
- Industry relevant qualifications are highly desirable
- Organised and professional with a can-do attitude

Application process:
"INDELOISE"

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Financial planning services
- Flexitime
- Life insurance
- Paid volunteer time
- Profit sharing
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: Hybrid remote in Chipping Norton



  • Chipping Norton, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Position Overview:Join a dynamic team in a hybrid work environment that offers a balance of flexibility and collaboration. Enjoy approximately 26 days of annual leave plus a week off during the holiday season, along with a profit-sharing bonus structure.Working Hours:Monday to Friday, from 9 AM to 5 PM.About Us:The Burford Recruitment Company Ltd is proud to...

  • Client Administrator

    3 months ago


    Chipping Norton, United Kingdom The Recruitment Group Full time

    An opportunity has arisen for a Client Administrator to join a successful and growing company based in Chipping Norton. Our client, an independent, employee-owned wealth management and financial planning business, is looking to recruit an experienced Administrator to join their team. The role includes all aspects of administration for investment, pensions...


  • Chipping Norton, Oxfordshire, United Kingdom Hiring People Full time

    About the RoleWe are seeking an experienced and highly organized Administrative Manager to join our team at Hiring People. As the backbone of our operations, you will be responsible for ensuring the smooth day-to-day functioning of our office.Key ResponsibilitiesCustomer Service: Coordinate and manage customer appointments, ensuring an informed and seamless...

  • Administrator

    4 days ago


    Chipping Norton, United Kingdom Orion Electrotech Full time

    Job Title: Construction Administrator Location: Chipping Norton, Oxfordshire Salary: £25,000 to £35,000 (DOE)  Job Type: Full-time / Permanent About Us: We are a dynamic and growing company in the construction industry, committed to delivering high-quality projects on time and within budget. We are looking for a proactive and organized Construction...

  • Administrator

    4 days ago


    Chipping Norton, United Kingdom Orion Electrotech Full time

    Job Title: Construction AdministratorLocation: Chipping Norton, OxfordshireSalary: £25,000 to £35,000 (DOE) Job Type: Full-time / PermanentAbout Us: We are a dynamic and growing company in the construction industry, committed to delivering high-quality projects on time and within budget. We are looking for a proactive and organized Construction...

  • Office Administrator

    3 months ago


    Chipping Norton, United Kingdom Great Tew Farm Partnership Full time

    We are looking for a highly organised, versatile, enthusiastic individual who is seeking an exciting opportunity to work as an Office Administrator in our lovely head office. Excellent administrative skills and previous experience with Front of House Duties is essential, along with an interest in the countryside, agriculture, property management and Estate...


  • Chipping Norton, Oxfordshire, United Kingdom Hiring People Full time

    {"title": "Office Manager Role", "description": "Job SummaryWe are seeking an experienced Office Manager to join our team at Hiring People. As the backbone of our operations, you will be responsible for ensuring the smooth day-to-day running of our office.Key ResponsibilitiesCoordinate and manage customer appointments, ensuring a seamless experience for our...


  • Chipping Norton, Oxfordshire, United Kingdom Hiring People Full time

    {"title": "Office Manager Role", "description": "Job SummaryWe are seeking an experienced Office Manager to join our team at Hiring People. As the backbone of our operations, you will be responsible for ensuring the smooth day-to-day running of our office.Key ResponsibilitiesCoordinate and manage customer appointments, ensuring a seamless experience for our...

  • Accounts Administrator

    3 months ago


    Chipping Norton, United Kingdom Dubarry of Ireland Full time

    **Accounts Administrator** Dubarry of Ireland - Chipping Norton, Oxfordshire **Purpose of the Job** The role of the Accounts Administrator is to ensure the efficient management and control of all administration activities and is responsible for controlling the daily activities of the Accounts Department in Dubarry of Ireland’s UK office in Chipping...

  • Administrative Officer

    3 months ago


    Chipping Norton, United Kingdom Bespoke Off Road (Oxford) Ltd Full time

    Job Summary: **Responsibilities**: - Manage and coordinate office activities and operations to secure efficiency and compliance with company policies - Maintain electronic and paper records and Invoicing ensuring information is organised and easily accessible - Assist in the preparation of regularly scheduled reports - Carry out administrative duties such...

  • Accounts Administrator

    3 months ago


    Chipping Norton, United Kingdom GHR Consulting Full time

    Dubarry of Ireland - Chipping Norton, Oxfordshire Purpose of the Job The role of the Accounts Administrator is to ensure the efficient management and control of all administration activities and is responsible for controlling the daily activities of the Accounts Department in Dubarry of Ireland’s UK office in Chipping Norton. The role reports to the UK...


  • Chipping Norton, Oxfordshire, United Kingdom Butler Rose Full time

    Job Summary:We are seeking an experienced Accounts Support Specialist to join our team at Butler Rose. As an Accounts Support Specialist, you will play a vital role in supporting the smooth day-to-day operation of our lower-level accounts function.Key Responsibilities:Manage accounts payable and receivableImplement effective credit control measuresProcess...

  • School Administrator

    2 weeks ago


    Chipping Norton, United Kingdom Reed Part time

    Are you looking for a part time Administrator role? Working Monday-Thursday 8:30-12:30 Do you have a valid DBS on the update service? Duties: Provide School reception cover in person and on the phone. Includes taking messages for the Inclusion Manager.Direct calls.Photocopying duties.Monitor and check in visitors - manage who is in school, where they...

  • Circuit Administrator

    3 months ago


    Chipping Norton, United Kingdom The Methodist Church West Oxfordshire Circuit Full time

    Job description **We are seeking to appoint a part time Administrator to support the work of the Methodist Church in West Oxfordshire** **Main Responsibilities** Personal Assistant to the Superintendent: - Deal with correspondence as necessary. - Prepare agendas, take and circulate minutes / notes for meetings of Trustees, Staff, Leadership Team and...


  • Chipping Norton, United Kingdom VoCoVo Full time

    **Responsibilities**: - Processing and management of customer orders - Maintaining accurate customer information - Ownership of customer issues and coordination with relevant parties to enable fast and right-first-time resolutions - Log Warranty Returns as they are received - Provide sales order support for Warranty Returns - Maintenance of Customer Service...

  • Office Manager

    3 weeks ago


    Chipping Norton, United Kingdom Hiring People Full time

    Are you ready to take the reins of a dynamic office nestled in the heart of nature? An expanding tree surgery company, are on the lookout for an Office Manager who is as comfortable in a fast-paced environment as they are with a little mud on their boots. If you love the great outdoors and thrive in a role where no two days are the same, this could be the...

  • Operations Manager

    1 week ago


    Chipping Norton, Oxfordshire, United Kingdom Hiring People Full time

    About the Role: Hiring People is seeking an experienced Operations Manager to join our dynamic team. As the backbone of our operations, you will be responsible for ensuring the smooth day-to-day functioning of our office. Key Responsibilities: Customer Service: Coordinate and manage customer appointments, ensuring an informed and seamless journey for our...

  • Operations Manager

    2 weeks ago


    Chipping Norton, Oxfordshire, United Kingdom Hiring People Full time

    About the Role: Hiring People is seeking an experienced Operations Manager to join our dynamic team. As the backbone of our operations, you will be responsible for ensuring the smooth day-to-day functioning of our office. Key Responsibilities: Customer Service: Coordinate and manage customer appointments, ensuring an informed and seamless journey for our...


  • Chipping Norton, Oxfordshire, United Kingdom The Bamford Collection Full time

    About The Bamford CollectionThe Bamford Collection is a group of consciously minded lifestyle brands committed to nourishing and nurturing people and planet.Job SummaryWe are seeking a highly skilled and experienced Head Housekeeping Manager to lead our housekeeping operations and team at The Wild Rabbit & The Cottages. As a key member of our management...


  • Chipping Norton, Oxfordshire, United Kingdom The Bamford Collection Full time

    About the RoleThe Bamford Collection is a group of consciously minded lifestyle brands committed to nourishing and nurturing people and planet. We are seeking a highly skilled and experienced Housekeeping Manager to join our team.This is an exciting opportunity to lead the running of our housekeeping operations, striving for exceptional standards at every...