We are thrilled to have partnered with a boutique independent financial advice firm in Oxfordshire, who are actively looking to expand their support teams! Our client has built themselves a brilliant reputation in the area and industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
Due to an increase in business and continued successful growth of the firm, we are now assisting the business in adding some equally talented and dedicated professionals to the existing teams.
For those looking to take their next step up, or for those wanting to move into a more boutique type of firm this could certainly be a great option for you!
What you'll be doing:
- Provide comprehensive administrative support to the financial advisers.
- Prepare and process client documentation, ensuring accuracy and compliance with regulatory standards.
- Manage and update client records and databases.
- Assist in the preparation of client reports and financial plans.
- Liaise with clients, product providers, and other third parties to facilitate smooth communication and transactions.
What you need to apply:
- Previous experience in a financial services or administrative role is preferred but not essential.
- Strong organisational and multitasking skills.
- Excellent written and verbal communication skills.
- High level of attention to detail and accuracy.
What's in it for you?
- A basic salary of up to £32,000 dependent on experience and qualifications.
- Location near Oxford, with flexible home working options available
- Annual bonuses
- Home working 2x per week
- Quarterly socials with the whole company and lots of social opportunities throughout the year - not just Xmas!
- DIS x4 salary
- Employer pension contribution
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- 23 days holiday plus bank holidays
What next?
If you would like to apply for this role or speak to one of our specialist consultants further, hit apply or contact Eloise or Dan directly!