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Financial Services skilled Administrator - OXFORD AREA PART OFFICE BASED

Financial Services skilled Administrator - OXFORD AREA PART OFFICE BASED

Reed

Posted 10 hours ago, valid for 11 days

Oxford, Oxfordshire OX4 2WA, England

Full Time

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Sonic Summary

The role is for a skilled Financial Services Administrator at a financial services company in Oxfordshire.
Candidates must have 3 to 5 years of experience in financial planning and administration, with a strong understanding of processes and products.
The salary for this position is up to £35,000, with the possibility of up to 3 remote working days per week.
Responsibilities include supporting financial advisors, managing client follow-ups, and reporting compliance issues.
Experience with Intelligent Office (IO) and Microsoft applications is essential for this role.

Great wonderful ROLE linked to a BRILLIANT FINANCIAL SERVICES COMPANY IN OXFORDSHIRE. The role is for a VERY SKILLED FINANCIAL SERVICES ADMINISTRATOR WITH PENSIONS AND INVESTMENT ADMINISTRATIVE SKILLS and great skills in supporting the Financial Advisors and the CLIENT BANK FOLLOW UP WITH MESSAGES AND FOLLOW UPS LINKED TO YOUR SKILLED FINANCIAL ADMIN THAT HAS BEEN GIVEN TO YOU BY THE ADVISORS, FOR YOU messaging and following up with the client bank and a strong skill as outlined in FINANCIAL SERVICES ADMINISTRATION SKILLS.

YOU MUST ALSO COVER FOR COLLEAGUES IF ABSENT AND CARRY OUT REASONABLE TASKS THAT ARE REQUIRED BY THE MANAGEMENT TEAM LINKED TO THE FINANCIAL SERVICES BUSINESS.

FOR HIGHLY SKILLED FINANCIAL ADMINISTRATOR THE SALARY IS UP TO 35K AND THEY MAY ALLOW UP TO 3 REMOTE DAYS WHICH IS WONDERFUL. YOU MUST HAVE THE SKILLS FOR THIS WONDERFUL ROLE FOR CERTAIN. IN ADDITION IT IS IMPORTANT YOU ARE ABLE TO REPORT ERRORS AND OMISSIONS TO THE COMPLIANCE MANAGER AND REPORT ANY COMPLAINTS TO THE COMPLIANCE MANAGER AND REPORT ANY FC/AML MATTERS TO THE RISK MANAGER IN THE BUSINESS.

THE GREAT CANDIDATE MUST HAVE AT LEAST 3 TO 5 YEARS IDEALLY IN A FINANCIAL PLANNING UNDERSTANDING OF PROCESS AND PRODUCTS LINKED TO THE ROLE.

ALSO WITH EXPERIENCE IN IO SYSTEM (INTELLIGENT OFFICE) AND MICHROSOFT WHICH WILL BE ESSENTIAL.

IT IS A WONDERFUL OPPORTUNITY ANDY COMPANY AND AS OUTLINED YOU MUST HAVE THE SKILLS REQUIRED LINKED TO FINANCIAL SERVICES ADMINISTRATION SUPPORTING THE FINANCIAL ADVISORS AND PARAPLANNERS ALONG WITH THE CLIENT BANK YOU WOULD BE MESSAGING AND FOLLOW UP THE EMAIL SET UPS FOR THE TEAMS.

EVEN THOUGH YOU WILL HAVE SOME REMOTE DAYS YOUY MUST BE ABLE TO STEP INTO THE OFFICE IN OXFORD AND BE LINKED FAIRLY CLOSE TO THIS AREA.

BEST WISHES AND LOOK FORWARD TO CANDIDATES APPLYING ONLY WITH THE SKILL SET.

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