About this role
Location: Woodstock
Salary: Up to £35,000 depending on experience
The Opportunity
An excellent opportunity has arisen for an Administrator to join a professional financial services environment in Woodstock, Oxfordshire.
This position would suit an experienced Financial Services Administrator, IFA Administrator, Pensions Administrator or Mortgage Administrator looking to develop their career within a client-focused business.
The employer is flexible on experience and is open to candidates from a range of relevant administrative backgrounds. Experience within independent financial advice, pensions, mortgages, banking, insurance or wider financial services would be beneficial.
The successful candidate will have strong organisational skills, excellent attention to detail and a proactive approach to supporting clients and colleagues. Salary expectations should be realistic and aligned with the level of experience offered, with a salary of up to £35,000 available.
Key Responsibilities
- Provide day-to-day administrative support to advisers and colleagues.
- Prepare, process and maintain accurate client documentation and records.
- Liaise with clients, providers, lenders and other third parties to obtain information and progress cases.
- Process applications, monitor outstanding requirements and chase updates through to completion.
- Maintain electronic client files and update CRM and back-office systems.
- Assist with client correspondence, review preparation and ongoing servicing requirements.
- Support the processing of pensions, investments, mortgage applications or other financial products, depending on previous experience.
- Ensure documentation is accurate, confidential and completed within required timescales.
- Manage multiple administrative tasks while maintaining a high standard of customer service.
- Follow internal procedures and relevant regulatory and compliance requirements.
Skills and Experience
- Previous administration experience within financial services, pensions, mortgages, banking, insurance or a similar professional environment.
- Strong organisational skills and the ability to prioritise a varied workload.
- Excellent attention to detail and a methodical approach to work.
- Confident written and verbal communication skills.
- Good IT skills, including Microsoft Office and experience using CRM or administration systems.
- A professional, reliable and team-oriented approach.
- The ability to work independently, use initiative and meet deadlines.
Candidates with relevant transferable administrative experience will also be considered. Direct IFA experience is beneficial but is not essential for the right individual.
Salary and Location
Salary: Up to £35,000, depending on experience and suitability.
Location: Woodstock, Oxfordshire.
Salary expectations must be appropriate to the candidate's experience, existing technical knowledge and the responsibilities of the position.
Apply Now
If you have experience in financial services administration, pensions administration, mortgage administration or a similar client-focused administrative role, we would welcome your application.
All applications will be handled professionally and confidentially.