Financial Administrator (Part-time) - Deddington

Artemis Recruitment Consultants Ltd; Banbury; On-site; GBP 27,000 - 35,000; Part time

Job summary

A leading independent financial advisory firm seeks a part-time Financial Administrator based in Deddington. The role involves supporting Financial Planners with client relationship management, preparing reports, and coordinating meetings. The ideal candidate will have experience in financial services and strong communication skills.

Qualifications

• Experience in a similar administrative role within the financial services sector is beneficial.
• Strong communication and organizational skills are essential.

Responsibilities

• Assist IFAs in managing client relationships and maintain client records.
• Coordinate client meetings and handle appointment bookings.
• Prepare client review packs and liaise with third-party providers.

Skills

Strong Communication skills

Attention to detail

Organizational skills

Team player

Education

Experience in financial services or related field

Job description

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29/03/2025

Type of Position: Financial Administrator (Part-time) - Deddington
Pay: £27k - £35k (Pro-rata)

Financial Administrator (Part-time) - Deddington

Our Client is a professional independent financial advisory firm with offices across the UK. They offer personalized financial planning and guidance tailored to each client's specific needs. Their services include financial planning, pensions, savings and investments, taxation, mortgages, and various protection contracts. They are looking to take on a new Financial Administrator to join their team.

About the Role

Based in the Deddington Office, you will be joining a team who support four Financial Planners. This is a part time role and is fully office based. Previous experience working in a similar administrative role within the financial services sector would be beneficial.

Role Description

- Assist the IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
- Coordinate and schedule client meetings, handle appointment bookings and maintain the IFA's calendar.
- Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
- Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
- Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Qualifications

- Strong Communication skills
- Experience in financial services or related field
- Attention to detail and organizational skills
- Team player!

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