Senior Financial Planning Administrator

Recruitment Rebellion; Kidlington; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Salary 30k-35k

Private medical insurance

Wellbeing allowance

Study support

EV salary sacrifice

Modern offices

25 days holiday

Job summary

Strategic Vision Wealth Management is seeking a Senior Financial Services Administrator to join the client servicing team in Kidlington. You will support Financial Planners, handle new business processing, documentation, provider liaison, valuations, investments, and ensure FCA/compliance standards.

The role offers a competitive salary (£30,000 - £35,000), 25 days holiday plus bank holidays, a 4.5-day week with salary for 90% hours, private medical insurance, wellbeing allowance, study support,

Qualifications

• Experience as a Financial Services Administrator within an IFA practice.
• Excellent organisational skills and attention to detail.
• Strong communication and client service skills.
• Knowledge of financial services products and investment platforms.
• A proactive approach and pride in producing accurate work.
• Experience with Intelligent Office, Nucleus or Hubwise would be an advantage but isn't essential.

Responsibilities

• Processing new business accurately and efficiently
• Preparing client review packs and meeting documentation
• Liaising with providers and progress chasing applications
• Producing valuations and client correspondence
• Processing investments, withdrawals, fund switches and rebalances
• Maintaining accurate client records across back-office systems
• Supporting advisers with day-to-day client servicing
• Ensuring all work is completed in line with FCA and company compliance standards.

Skills

Financial Planning

Planning

Job description

Job Description:

Senior Financial Services Administrator

Kidlington | £30,000 - £35,000

Are you looking for an experienced Financial Services Administrator opportunity where you'll genuinely be valued?

If you've built your career supporting Financial Advisers and enjoy keeping everything running smoothly behind the scenes, we'd love to hear from you.

Strategic Vision Wealth Management is looking for an experienced Senior Financial Services Administrator to join our friendly, values-led independent financial planning firm.

We're looking for someone with solid industry experience who can become an integral part of our client servicing team. This is a fantastic opportunity to join a well-established business where quality, client care and teamwork are at the heart of everything we do.

Why join Strategic Vision Wealth Management?

We know that great people deserve great benefits, which is why we offer:

• Salary of £30,000-£35,000
• 25 days holiday, plus bank holidays
• 4.5-day working week - receive 100% of your salary while working 90% of the hours (with the expectation of 100% productivity)
• Private medical insurance
• Wellbeing allowance of up to £250 per year
• Professional study support, including reimbursement of study materials and one exam sitting upon successful completion
• Electric vehicle salary sacrifice scheme
• Modern offices with free parking
• A genuinely supportive team that values your contribution

What you'll be doing

You’ll provide high-quality administrative support to our Financial Planners, ensuring clients receive an exceptional service throughout their financial planning journey.

Your responsibilities will include:

• Processing new business accurately and efficiently
• Preparing client review packs and meeting documentation
• Liaising with providers and progress chasing applications
• Producing valuations and client correspondence
• Processing investments, withdrawals, fund switches and rebalances
• Maintaining accurate client records across back-office systems
• Supporting advisers with day-to-day client servicing
• Ensuring all work is completed in line with FCA and company compliance standards.

About you

You’ll already have experience working within an Independent Financial Adviser (IFA) or Financial Planning environment and be confident managing your own workload.

We're looking for someone who has:

• Experience as a Financial Services Administrator within an IFA practice
• Excellent organisational skills and attention to detail
• Strong communication and client service skills
• Knowledge of financial services products and investment platforms
• A proactive approach and pride in producing accurate work

Experience with Intelligent Office, Nucleus or Hubwise would be an advantage but isn't essential.

About us

We're proud to be a friendly, professional and values-driven financial planning firm where clients always come first.

Our wellbeing is important to us, and we encourage a healthy work-life balance. Our modern offices are surrounded by green space, perfect for getting away from your desk at lunchtime, and we believe in creating an environment where people genuinely enjoy coming to work.

Our values are simple:

• Treat every client like they're our only one.
• Be friendly, respectful and honest.
• Deliver on what we promise.
• Help people achieve financial security.

If those values sound like yours, we'd love to hear from you.

Recruitment Rebellion is working exclusively with Strategic Vision Wealth Management on this vacancy.

Required Skills:

• Financial Planning
• Planning