Financial Services Administrator

Salary: Up to £35,000 per annum (+ strong benefits)
Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)
Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors

The Opportunity

Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon.

As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team.

This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression.

The Company

Thompson & Terry Recruitment’s client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service.

As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative.

In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance.

Requirements

* Previous experience within a financial planning or wealth management environment

* Strong organisational skills, with excellent attention to detail

* A proactive and positive approach to work

* Confident communicator, both written and verbal

* Ability to manage multiple tasks and work effectively in a fast-paced environment

* A client-focused mindset, with a desire to deliver excellent service

Thompson & Terry Ltd, trading as Thompson & Terry Recruitment are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond.

We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments.

No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

Applications from all suitably qualified individuals are encouraged.

If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.

PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time