Experienced administrator role - Oxfordshire

ruthiebusybee

Hi all

We are looking for a lovely person to join the admin team!

We are looking for an Experienced Administrator to provide a first-class compliant and complex support service to the financial planners of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning.

Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.

The role will also bring in some of the skills of paraplanning or planning (depending on exams), meaning the successful candidate will learn a new skill set and be readily available to progress and develop within the business.

A long list of benefits: Health care cash back plan - non-contributory, Non-contributory pension scheme, Staff events and team lunches, Charitable event participation, Top level IT, Annual appraisals with bonus linked to performance, ongoing staff training and paid for study material, exams and free study leave.

Lovely high-end working conditions in a rural setting with onsite parking, local pub and coffee shop.

What’s needed to be considered?

• Previous experience within an IFA or Financial Planning Practice
• Comfortable with New Business processing
• Good working knowledge of financial products, particularly Pensions and Investments
• Team player, eager to share knowledge previously obtained as well as learn on the job

If you want any more information, please get in touch.

Enquiries and CVs to ruth@wmm.co.uk