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Financial services administrator

Chipping Norton
Financial services administrator
£32,000 a year
Posted: 5h ago
Offer description

Role: Financial Services Administrator * Salary: Up to £32,000 per annum * Location: Chipping Norton, Oxfordshire * Working Pattern: Monday to Friday, 9am–5pm * Start Date: ASAP * Hybrid working (3 days from home, 2 days in the office) * 26 days holiday plus Bank Holidays and Christmas closure * 5% pension contribution * One volunteer day per year * £1,000 annual training budget (with 10% for personal development use) * Private Medical Insurance The Burford Recruitment Company are delighted to be working with a long-standing client based in Chipping Norton who is seeking a Financial Services Administrator to join their team. Working within an established administration function and reporting to the Head of Administration, this role plays a key part in supporting financial advisers and ensuring the smooth and efficient administration of client investment and pension arrangements. This is a varied, hands-on position where accuracy, organisation, and a strong client service approach are essential. You will be joining a collaborative and experienced team who are committed to delivering an exceptionally high standard of work. Key Responsibilities * Preparing and processing documentation, including completion of application forms * Supporting the trading of unit trusts, investment trusts, and shares * Submitting and tracking new business through to completion, ensuring all records are accurately maintained * Reconciling and recording financial transactions * Liaising with advisers, clients, and third-party providers to resolve queries and progress cases * Managing ongoing administrative queries and providing effective problem-solving support * Preparing client valuations and review packs * Drafting correspondence, managing filing systems, scanning, and general administrative duties * Providing telephone support with a professional and client-focused approach * Ensuring all work complies with internal procedures and FCA regulations * Using Office 365 and bespoke CRM/database systems on a daily basis * Supporting the wider team where required About You * Previous experience in a client services or financial services administration role is highly desirable * Strong administrative ability with excellent attention to detail and accuracy

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Chipping Norton
The Burford Recruitment Company Ltd
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£32,000 a year
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