Study Support and Career Progression
Are you an experienced Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support?
Our client, a distinguished boutique financial services firm based in Oxford, is renowned for its personalised approach to financial planning. They are currently seeking a Financial Administrator to join their team. This firm offers a comprehensive range of services, including investment management, pension planning, protection planning, and discretionary investment management, all meticulously tailored to meet the unique needs of their clients.
Key Responsibilities:
Effectively handle queries from clients and other parties, ensuring accurate and appropriate communication.
Communicate with clients via telephone, taking and acting on verbal instructions, and promptly referring to relevant departments if necessary.
Arrange meetings for financial advisers.
Create and maintain accurate client records in compliance with company policies and procedures.
Liaise with product providers and other third parties.
Qualifications:
Ideally educated to at least A-Level or equivalent, including GCSE Maths and English at grade B or Grade 5.
At least 3-5 years of experience in a financial services role. Experience with Intelligent Office (IO) is...