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 m...