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