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Recruit UK
Woodstock
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Oxon office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act
Job Source: Recruit UKReed
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: ReedRecruit Wealth Ltd
Woodstock, Oxfordshire
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can off
Job Source: Recruit Wealth LtdThe Recruitment Group
Witney
We are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team s
Job Source: The Recruitment GroupThe Recruitment Group
Witney
We are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing adm
Job Source: The Recruitment GroupRecruit Wealth
Woodstock
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offe
Job Source: Recruit WealthRecruit Wealth Ltd
Woodstock
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can off
Job Source: Recruit Wealth LtdWoodstock, England, United Kingdom
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Oxon office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
What’s in it for you:
Competitive Salary: Dependent to your experience and qualifications
Office Location: Positioned in the heart of Oxon
Career Enhancement: Opportunities for continuous professional development
Benefits: 25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts
Key Responsibilities:
Efficiently process new business and prepare client review packs
Manage client correspondence with high professionalism
Arrange and schedule client meetings, managing advisers’ diaries effectively
Handle illustration requests and maintain accurate client records
Provide exceptional back-office support and ensure compliance with firm procedures
Tackle varied administrative tasks as needed, contributing to the team’s success
Skills and Experience Required:
Prior experience in a Financial Planning or Wealth Management firm
Proficient in IT and Microsoft Office software, especially Teams, Outlook, Word, and Excel
Excellent communication skills, capable of maintaining professional client relationships
Strong organizational skills with an ability to prioritise effectively
Detail-oriented with a knack for problem-solving and adaptability to change
Team-oriented with a positive outlook and proactive approach
Apply Now
If you are driven, detail-oriented, and ready to advance your career in Wealth Management, apply today to this team in Oxon.
Job Title: Financial Services Administrator
Location: Oxon
Salary: £24-28k
REF: 9055
Email Alert for Financial Services Administrator jobs in Woodstock, England, United Kingdom
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