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Reed
Witney
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 intere
Job Source: ReedReed
Witney
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 intere
Job Source: ReedReed
Witney
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 intere
Job Source: ReedNetwork Healthcare
Witney
Optometrist - Witney, OxfordshireMy Client, a well-established, large chain of independent practices is looking to recruit a full or part time Optometrist to cover their practice in Witney.The ideal candidate will have excellent clinical skills, be commercially aware and work well within a team;Testing time is 25 minutesFully computerisedFull suppo
Job Source: Network Healthcareturn IT on
Witney
Location : Witney, Oxfordshire Hours : Part Time, 9.00am - 3.00pm, Term Time Only Salary : £25,000 - £30,000 FTE Turn IT on are looking for a Sales Support/Purchasing Executive who has a flair for sales support a passion for providing exemplary service to our customers to join our Procurement team. turn IT on is a vibrant and people focused busin
Job Source: turn IT onturn IT on
Witney
Location: Witney, Oxfordshire Hours: Part Time, 9.00am - 3.00pm, Term Time Only Salary: £25,000 - £30,000 FTE Turn IT on are looking for a Sales Support/Purchasing Executive who has a flair for sales support a passion for providing exemplary service to our customers to join our Procurement team. turn IT on is a vibrant and people focused business
Job Source: turn IT onBerry Recruitment
Witney
Berry Recruitment are urgently seeking a Temporary Sales Order Processor to start in a Manufacturing organisation based in Witney until the end of August 2024 Role: Temporary Sales Order Processor Salary: £11.44 per hour Location: Witney, Oxfordshire Hours: 37.5 per week - 09:00 - 17:30 About the role: As Sales Order Processor your duties will
Job Source: Berry RecruitmentVet Finders
Freeland
Veterinary Surgeon. Freeland, near Witney, Oxfordshire. £45k-£60k DOE Unique, friendly, rural, independent practice, well respected, professional and fun to work in - come and join the team! When you become a vet you do it for the love of animals, not necessarily for the paperwork or increasingly for the pressurised sales targets. Spending less t
Job Source: Vet FindersWitney
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.
Email Alert for Financial Services Administrator - Witney Oxfordshire jobs in Witney
ⓘ There was an unexpected error processing your request.
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