Financial Services Administrator in Oxford

Financial Services Administrator

Hours Full Time, 9am-5pm Monday-Friday

Location Summertown, North Oxford

Salary Highly Competitive + benefits (DoE)

The role of Financial Services Administrator is to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. As a key member of the team, you\’ll work closely with colleagues to deliver high-quality technical support to the Advisors providing compliant advice to all Clients. This is a fantastic opportunity to develop your career within a supportive environment.

Key Duties and Responsibilities

• Preparing all documentation ahead of client review meetings, to ensure the advisers are fully prepared for the meeting and highlighting any outstanding requirements.
• Ensuring all files are completed post review meeting and all client details are up to date. Completing withdrawal letters and post review letters as required, issuing them within a timely manner.
• Answering incoming telephone calls, dealing confidently and effectively with clients, providers and third parties.
• Providing administrative support to the Advisers and other members of the team, dealing with various client servicing tasks as required
• Ensuring all compliance docum…