Role: Financial Services Administrator
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Salary: Up to £32,000 per annum
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Location: Chipping Norton, Oxfordshire
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Working Pattern: Monday to Friday, 9am–5pm
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Start Date: ASAP
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Hybrid working (3 days from home, 2 days in the office)
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26 days holiday plus Bank Holidays and Christmas closure
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5% pension contribution
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One volunteer day per year
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£1,000 annual training budget (with 10% for personal development use)
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Private Medical Insurance
The Burford Recruitment Company are delighted to be working with a long-standing client based in Chipping Norton who is seeking a Financial Services Administrator to join their team.
Working within an established administration function and reporting to the Head of Administration, this role plays a key part in supporting financial advisers and ensuring the smooth and efficient administration of client investment and pension arrangements.
This is a varied, hands-on position where accuracy, organisation, and a strong client service approach are essential. You will be joining a collaborative and experienced team who are committed to delivering an exceptionally high standard of work.
Key Responsibilities
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Preparing and processing documentation, including completion of application forms
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Supporting the trading of unit trusts, investment trusts, and shares
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Submitting and tracking new business through to completion, ensuring all records are accurately maintained
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Reconciling and recording financial transactions
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Liaising with advisers, clients, and third-party providers to resolve queries and progress cases
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Managing ongoing administrative queries and providing effective problem-solving support
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Preparing client valuations and review packs
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Drafting correspondence, managing filing systems, scanning, and general administrative duties
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Providing telephone support with a professional and client-focused approach
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Ensuring all work complies with internal procedures and FCA regulations
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Using Office 365 and bespoke CRM/database systems on a daily basis
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Supporting the wider team where required
About You
