Financial Administrator to Paraplanner - Up to £35k - Oxford - Hybrid Working

ZipRecruiter; Oxford; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in financial services is seeking an experienced Financial Administrator to join their dynamic team in Oxford. This role offers a unique opportunity for career progression with full study support and mentorship. The ideal candidate will thrive in a hybrid working environment, balancing time between the office and home. You will be responsible for managing client queries, maintaining records, and supporting financial advisers. With a focus on professional development, this position is perfect for detail-oriented individuals eager to enhance their skills and advance in their careers.

Benefits

Career Progression

Flexible Working Arrangement

Full Study Support

Mentorship Program

Qualifications

• 3-5 years of experience in a financial services role.
• Proficiency in Microsoft Office Suite and financial planning processes.

Responsibilities

• Handle client and third-party queries with accuracy and professionalism.
• Maintain accurate client records and schedule meetings for financial advisers.

Skills

Microsoft Office Suite

Client Communication

Organisational Skills

Attention to Detail

Financial Planning Knowledge

Education

A-Level or equivalent

GCSE Maths and English (Grade B or Grade 5)

Tools

Intelligent Office (IO)

Job description

Job Description

Are you an experienced Financial Administrator ready to take the next step in your career? This is an exciting opportunity to join a dynamic financial services firm based in Oxford, offering career progression, hybrid working, and full study support.

This highly regarded firm is known for its personalised approach to financial planning and its dedication to employee development. They provide tailored services, including investment management, pension planning, protection planning, and discretionary investment management.

The role involves handling client and third-party queries with accuracy and professionalism, communicating effectively with clients via telephone, scheduling meetings for financial advisers, maintaining accurate client records, and liaising with product providers and third parties to ensure seamless service delivery.

The ideal candidate will be educated to A-Level standard or equivalent, including GCSE Maths and English (Grade B or Grade 5). They will have 3-5 years of experience in a financial services role, with proficiency in Microsoft Office Suite and a solid understanding of financial planning processes and products. Experience with Intelligent Office (IO) is advantageous.

Attention to detail, organisational skills, and the ability to work both independently and collaboratively are essential. The successful candidate will have excellent verbal and written communication skills, a proactive and motivated mindset, professional integrity, and a client-focused approach.

This opportunity offers a clear path to transition into paraplanning and beyond, full study support, and mentorship to help you achieve your professional goals. Enjoy a flexible working arrangement with three days in the office and the remainder from home.

If you are a detail-oriented Financial Administrator looking for a role that values growth, collaboration, and excellence, we would love to hear from you. To discuss this opportunity further, please contact Joanna or apply now to start your journey with a team that invests in your success.