Office Administrator

Oakley Independent Advisers are a small family run business based in the centre of Droitwich who deal with mortgages, investments, retirements and other financial services.

We have an exciting opportunity for a keen Office Administrator to join our team. This role is ideal for someone with a background in financial administration who is highly organised, detail-oriented and thrives in an office environment.

Key Responsibilities:

• Provide administrative support to financial advisors.
• Manage client records.
• Ensure all documentation is up-to-date and compliant within CRM systems and other databases.
• Process new business applications and track them through to completion.
• Assist with invoicing and reconciliation of payments.
• General office administration duties such as filing, scheduling meetings and managing communications.

Key Requirements:

• Relevant qualifications at Level 3 (or equivalent) minimum.
• Proven experience in an administrative role within financial services.
• Knowledge of financial products, services and industry regulations.
• Strong organisational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
• Experience with CRM systems and financial software is highly desirable.
• Ability to manage multiple tasks and work to deadlines.
• A proactive approach with problem-solving skills.

Benefits:

• Competitive salary (£24,000 - £28,000, dependent on experience).
• Flexible working hours
• Supportive work environment with ongoing training and development where required.

This role provides a fantastic opportunity for someone with financial services experience to join a passionate family firm within a small and supportive team. If you are detail-oriented and confident about delivering excellent service to our clients, we would love to hear from you.