I am supporting a great role in the Oxfordshire area within Financial Services Administrator linked to a very special IFA FIRM. They are looking to recruit an experienced Financial Administrator, who can work as part of the existing administrative team, supporting Clients, Paraplanners and Financial Planners/Advisors. This is a varied and interesting role within the business to provide administrative support to the Clients. This role is linked to a candidate with knowledge within Financial Services Administration with recent experience within a Financial Planning Practice on the Administrative side.
Key aspects of the role will include:-
- Maintenance of the back-office system to include compliance and fact find documentation linked to financial services admin
- Communication with clients on the email you will be lining up
- Execution of client instructions, contract notes and policy documents
- Assisting fellow team members when needed and where there is capacity to do so
- Effective communication with product providers to track business through to completion
- Contacting third party providers
- Those with experience of Investment wrap platforms and Intelligent Office would have an advantage
- The role will be office based.
About you
- This role will only be suitable for a Financial Administrator with at least 5+ years of experience.
- Those with experience of Investment wrap platforms and Intelligent Office would have an advantage for certain and will be lined up
- Study support is available if you are studying or wish to study toward Cll (Chartered Insurance Institute) Diploma (Dip PFS or Dip FA)
- Effective communication skills
- Great organisational skills and time management
- Flexible and 'can do' attitude
Benefits
Working as part of an ever-growing friendly team for an ever-expanding Financial Planning practice
Generous holiday entitlement
Frequent team social events
OTE of up to f35k is on offer to the right candidate with pension contributions, life assurance and income protection
Study support for any relevant exams you are currently undertaking or planning to
This is a great opportunity, for a skilled Financial Administrator in the Witney Oxfordshire area office based.