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Financial services administrator

Wallingford
Frizzell Wealth Management
Financial services administrator
Posted: 9 September
Offer description

To apply, please email a copy of your CV to louisa.major@sjpp.co.uk with a covering email letting us know a bit about why you think you'd be a great fit for our team and the role.

Job Title: Financial Services Administrator – Start Your Career in Financial Planning
Location: Wallingford | 100% Office-Based

Are you looking for your first office role or your next step in administration? Do you have a keen eye for detail, a can-do attitude, and a willingness to learn? If so, we want you on our team!


What You’ll Do:

* Support Paraplanners and Wealth Advisers with administrative tasks
* Gather information from financial providers and create product illustrations
* Help colleagues and clients with a friendly, professional approach
* Take on new tasks and challenges as your skills grow


What We’re Looking For:

* Enthusiastic, motivated, and eager to learn
* Happy to join us in your first office role or take your administration experience to the next level
* Meticulous with great attention to detail
* A true team player, willing to help colleagues and clients alike


Technical Foundation:

* Previous administration experience is helpful but not essential
* A-Level education with GCSEs in Mathematics and English


Why Join Us:

This role is perfect for those ready to grow in financial services. You’ll gain hands-on experience in financial analysis, work with sophisticated tools and systems, and develop your career in a supportive team environment.


How to Apply:

Email your CV to louisa.major@sjpp.co.uk with a short covering note telling us why you’d be a great fit for the team and the role.

Job Types: Full-time, Permanent

Pay: Up to £25,000.00 per year


Benefits:

* Additional leave
* Bereavement leave
* Company events
* Company pension
* Employee discount
* Financial planning services
* Life insurance
* Referral programme
* Sick pay

Work Location: In person

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