Business Administrator, Up To £28K

Thompson & Terry Recruitment; Buckingham; On-site; GBP 23,000 - 28,000; Full time

Job summary

A leading recruitment agency in Buckingham is looking for a Business Administrator to support advisers and the client services team. This role involves managing secure communications and preparing client meeting packs. Ideal candidates will have strong organisational skills and a desire to learn. Full training is provided, and the company offers excellent career development and benefits including 25 days holiday.

Benefits

25 days holiday

Birthday off

Full closure over the Christmas period

Qualifications

• Strong organisational skills with the ability to manage multiple tasks and deadlines.
• Excellent attention to detail and accuracy.
• Strong communicator, both verbally and in person.

Responsibilities

• Support advisers and the client services team for smooth operations.
• Liaise with external providers ensuring accuracy and compliance.
• Prepare client meeting packs and assist with new business processing.

Skills

Organisational skills

Attention to detail

Communication skills

Team player

Technology proficiency

Job description

Overview

Position: Business Administrator

Location: Buckingham (MK18)

Salary: Up to £28,000 per annum (+ performance-related bonuses)

Hours: Monday - Friday (09:00 - 17:00)

Experience: Administrator, Business Support, Client Services, Financial Services, Wealth Management, IFA, Graduate, Client Support

Responsibilities

• Support advisers and the wider client services team to ensure smooth day-to-day operations and an exceptional client experience.
• liaise with external providers, ensuring accuracy, compliance, and the highest standards of service.
• Prepare client meeting packs and assist with new business processing.
• Manage and log secure client communications.
• Take ownership of cashflow modelling software (training will be provided).
• Work closely with the paraplanning team to support delivery of client services.

The Company

Thompson & Terry Recruitment's client are a well-established and highly successful Wealth Management practice based in Buckingham. Our client is solely focused on providing exceptional service and long-term financial clarity for their clients. They are looking to recruit a Business Administrator who aligns with their company values and is motivated to develop their career in a professional and supportive environment.

As a people focused business, they are committed to the development and wellbeing of their employees. They offer comprehensive training, clear progression opportunities, and a competitive benefits package which includes 25 days holiday, your birthday off, and full closure over the Christmas period.

Requirements

• Strong organisational skills with the ability to manage multiple tasks and deadlines
• Excellent attention to detail and accuracy
• Strong communicator, both verbally and in person, and confident to ask for help
• A genuine and proactive team player with a genuine desire to learn and develop their career
• Comfortable with technology, open to learning new systems and bringing new ideas to the business
• No prior financial services experience is required as full training will be provided

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. We encourage applications from all suitably qualified individuals.

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