At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and ensure clients receive exceptional service.
- Company: Join a friendly, values-driven financial planning firm that prioritises client care.
- Benefits: Enjoy a competitive salary, 25 days holiday, and a 4.5-day working week.
- Other info: Modern offices with green spaces and a focus on work-life balance.
- Why this job: Be part of a supportive team where your contributions are genuinely valued.
- Qualifications: Experience in Financial Services Administration and strong organisational skills required.
The predicted salary is between 40500 - 49500 £ per year.
Are you looking for an experienced Financial Services Administrator opportunity where you'll genuinely be valued? If you've built your career supporting Financial Advisers and enjoy keeping everything running smoothly behind the scenes, we'd love to hear from you.
Strategic Vision Wealth Management is looking for an experienced Senior Financial Services Administrator to join our friendly, values-led independent financial planning firm. We're looking for someone with solid industry experience who can become an integral part of our client servicing team. This is a fantastic opportunity to join a well-established business where quality, client care and teamwork are at the heart of everything we do.
Why join Strategic Vision Wealth Management?
- Salary of £30,000-£35,000
- 25 days holiday, plus bank holidays
- 4.5-day working week - receive 100% of your salary while working 90% of the hours (with the expectation of 100% productivity)
- Private medical insurance
- Wellbeing allowance of up to £250 per year
- Professional study support, including reimbursement of study materials and one exam sitting upon successful completion
- Electric vehicle salary sacrifice scheme
- Modern offices with free parking
- A genuinely supportive team that values your contribution
What you'll be doing
You'll provide high-quality administrative support to our Financial Planners, ensuring clients receive an exceptional service throughout their financial planning journey. Your responsibilities will include:
- Processing new business accurately and efficiently
- Preparing client review packs and meeting documentation
- Liaising with providers and progress chasing applications
- Producing valuations and client correspondence
- Processing investments, withdrawals, fund switches and rebalances
- Maintaining accurate client records across back-office systems
- Supporting advisers with day-to-day client servicing
- Ensuring all work is completed in line with FCA and company compliance standards.
About you
You'll already have experience working within an Independent Financial Adviser (IFA) or Financial Planning environment and be confident managing your own workload. We're looking for someone who has:
- Experience as a Financial Services Administrator within an IFA practice
- Excellent organisational skills and attention to detail
- Strong communication and client service skills
- Knowledge of financial services products and investment platforms
- A proactive approach and pride in producing accurate work
Experience with Intelligent Office, Nucleus or Hubwise would be an advantage but isn't essential.
About us
We're proud to be a friendly, professional and values-driven financial planning firm where clients always come first. Our wellbeing is important to us, and we encourage a healthy work-life balance. Our modern offices are surrounded by green space, perfect for getting away from your desk at lunchtime, and we believe in creating an environment where people genuinely enjoy coming to work. Our values are simple:
- Treat every client like they're our only one.
- Be friendly, respectful and honest.
- Deliver on what we promise.
- Help people achieve financial security.
If those values sound like yours, we'd love to hear from you.
How to apply
Recruitment Rebellion is working exclusively with Strategic Vision Wealth Management on this vacancy. Applications will remain open for up to 40 days but may close sooner if we find the right person. Our recruitment process is fair, inclusive and designed to help you demonstrate your skills. If you require any reasonable adjustments during the process, please let us know. To give yourself the best chance of success, please ensure your CV clearly demonstrates your relevant Financial Services Administration experience and your right to work in the UK before applying.
Senior Financial Planning Administrator in Kidlington employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
