- Development opportunities
- Regular team events
- Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
- Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
- Liaise with product providers and other third parties to gather information and documentation.
- Prepare and process client documentation, including financial planning documents, and compliance paperwork.
- Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.
- Experience in a similar administrative role within financial planning is essential.
- Knowledge of Intelligent Office is required.
- Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.
- Excellent attention to detail and accuracy
- Excellent communication skills, with the ability to interact professionally with clients and colleagues.
- A proactive and self-motivated approach, with the ability to work as part of a small team
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Page Personnel Oxford, United KingdomWorking for a global leader in their industry · - Immediate starts available · **About Our Client**: · My client are a leading organisation in the water hygiene services sector who are looking to expand. They are based in a picturesque part of Oxfordshires countryside. They are t ...
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Optical Filters USA Thame, United Kingdom**Purchasing & Planning Administrator** · Optical Filters are leaders in the design and manufacture of display screen products including EMI-shielded windows, optical laminating, display filters and other specialist glass and polycarbonate screens. · This growing company supplies ...
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Financial Planning Administrator
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OX-SEVEN LIMITED Banbury, United KingdomA great opportunity has arisen for a Planning and Inventory Support role on a FTC, based in Banbury. · The primary function of the position is to support the planning of inventory management within the supply chain team based at the 3PL site. · You'll be maximizing inventory inte ...
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The Burford Recruitment Company Ltd Long Hanborough, Oxfordshire, United KingdomHybrid working · * Development opportunities · * Regular team events · A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company. · The Financial Planning Administrator w ...
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MD Group Abingdon, Oxfordshire, United Kingdom25 days holiday a year + BH's · * Length of Service bonus · * Pension · *The Scheduler will work within a busy team taking responsibility for the planning and scheduling of our operatives' work commitments, delivering response repairs and maintenance to our customers. · *Planning ...
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HR Administrator
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Adecco UK Kidlington, United KingdomWe are currently recruiting for a permanent HR Administrator to work for Thames Valley Police at their Police Headquarters in Kidlington. · PLEASE NOTE THAT DUE TO POLICE VETTING CRITERIA YOU MUST HAVE BEEN RESIDING WITHIN THE UK FOR AT LEAST 3 YEARS CONTINUOUSLY UP TO AND INCLUD ...
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Training Administrator
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Fox Morris Group Kidlington, United Kingdom**Fox Morris Group** are currently working to recruit an **Administrative Support Officer. **This is a **full-time **role, on a **3-6 month+ contract.** · **Rate**:£13.79+ per hour · **Hours**:37 per week · - Have previous administration experience in a busy office environment. · ...
Financial Planning Administrator - West Oxfordshire, Oxfordshire, United Kingdom - The Burford Recruitment Company Ltd
Description
Hybrid working
The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.
Responsibilities:
