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Are you an experienced Financial Administrator looking for an exciting career progression opportunity? Join a dynamic financial services firm in Oxford, offering a clear path to paraplanning, career growth, and hybrid working.
This reputable firm is known for its tailored financial planning services, including investment management, pension planning, protection planning, and discretionary investment management. They are committed to employee development and offer full study support, ensuring that you can advance in your career while contributing to a supportive team environment.
Key Responsibilities:
- Manage client and third-party queries with accuracy and professionalism.
- Communicate effectively with clients via phone, schedule meetings for financial advisers, and maintain clear and up-to-date client records.
- Liaise with product providers and third parties to ensure seamless service delivery.
About You:
- Educated to A-Level standard or equivalent, including GCSE Maths and English (Grade B or Grade 5).
- 3-5 years of experience in a financial services role.
- Proficient in Microsoft Office Suite and familiar with financial planning processes and products.
- Experience with Intelligent Office (IO) is an advantage.
- Strong attention to detail, excellent organisational skills, and the ability to work both independently and collaboratively.
- Exceptional verbal and written communication skills with a proactive, motivated mindset.
- Professional integrity with a client-focused approach.
Why Join?
- Clear career path leading to paraplanning and beyond.
- Hybrid working: three days in the office, with the option to work from home for the rest of the week.
- Full study support for professional development.
- Mentorship and guidance to help you achieve your career goals.
- Competitive salary of up to £35k.
If you're a detail-oriented Financial Administrator looking for an opportunity to grow within a supportive, client-focused environment, we would love to hear from you. Apply now or contact Laura at Financial Divisions to take the next step in your career.
