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Are you an experienced Financial Administrator ready to take the next step in your career? This is an exciting opportunity to join a dynamic financial services firm based in Oxford, offering career progression, hybrid working, and full study support.
This highly regarded firm is known for its personalised approach to financial planning and its dedication to employee development. They provide tailored services, including investment management, pension planning, protection planning, and discretionary investment management.
The role involves handling client and third-party queries with accuracy and professionalism, communicating effectively with clients via telephone, scheduling meetings for financial advisers, maintaining accurate client records, and liaising with product providers and third parties to ensure seamless service delivery.
The ideal candidate will be educated to A-Level standard or equivalent, including GCSE Maths and English (Grade B or Grade 5). They will have 3-5 years of experience in a financial services role, with proficiency in Microsoft Office Suite and a solid understanding of financial planning processes and products. Experience with Intelligent Office (IO) is advantageous.
Attention to detail, organisational skills, and the ability to work both independently and collaboratively are essential. The successful candidate will have excellent verbal and written communication skills, a proactive and motivated mindset, professional integrity, and a client-focused approach.
This opportunity offers a clear path to transition into paraplanning and beyond, full study support, and mentorship to help you achieve your professional goals. Enjoy a flexible working arrangement with three days in the office and the remainder from home.
If you are a detail-oriented Financial Administrator looking for a role that values growth, collaboration, and excellence, we would love to hear from you. To discuss this opportunity further, please contact Joanna or apply now to start your journey with a team that invests in your success.
