Financial Planning Administrator job in Oxford

The Specialists in Financial Services Recruitment

Job Details

Financial Planning Administrator Administrator
Reference ID: 683
  • Salary/OTESalary of £26,000 - £29,000
  • Vacancy LocationOxford
  • RemunerationEmployed
  • RegionSouth East
Job description

This Financial Planning Administrator job in Oxford provides the opportunity to work in a highly successful advisory business?

As a Financial Planning Administrator, you will be supporting a Financial Advisor and Company Director to provide high quality, compliant financial planning advice to their High Net Worth clients. The role involves liaising with the Financial Adviser regarding clients’ objectives, circumstances and requirements, discussing suitable options and preparing the recommendation paperwork for the Financial Advisor to introduce to the client.

Financial Planning Administrator Requirements

  • You should have 1 – 3 years’ experience as an Administrator within financial planning
  • You should hold minimum of R01 or equivalent
  • You should have knowledge of financial planning products and the advice process
  • You must be happy to work in a small team and chip in to help each other

The Company

Our client has been established as a financial planning firm since 1997, therefore acquired over 2 decades of experience of looking after their client’s finances. They pride themselves on their delivery of exceptional service and honest approach to financial planning, as a testament to this they have grown largely by word-of-mouth referrals.

Financial Planning Administrator Benefits

  • Salary of £26,000 - £29,000
  • Plus bonuses based on company performance and personal performance
  • Benefits include contributory pension scheme and private medical insurance
  • Typically, 35 – 40 hours per week, but would consider flexible working
  • Office based role with possibly some home working in due course
  • Friendly team with strong relationships with their clients

Location

Oxford

Call us now on 0208 0044 154 or click Apply

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