At a Glance
- Tasks: Support financial advisers and manage client investment and pension arrangements.
- Company: Join a long-standing, collaborative team in Chipping Norton.
- Benefits: Up to £32,000 salary, hybrid working, 26 days holiday, and private medical insurance.
- Other info: Enjoy a supportive environment with a £1,000 annual training budget.
- Why this job: Make a real impact in financial services while developing your skills.
- Qualifications: Experience in client services or financial administration is a plus.
The predicted salary is between 32000 - 32000 € per year.
Salary: Up to £32,000 per annum
Location: Chipping Norton, Oxfordshire
Working Pattern: Monday to Friday, 9am–5pm
Start Date: ASAP
Hybrid working (3 days from home, 2 days in the office)
26 days holiday plus Bank Holidays and Christmas closure
5% pension contribution
One volunteer day per year
£1,000 annual training budget (with 10% for personal development use)
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
- Preparing and processing documentation, including completion of application forms
- Supporting the trading of unit trusts, investment trusts, and shares
- Submitting and tracking new business through to completion, ensuring all records are accurately maintained
- Reconciling and recording financial transactions
- Liaising with advisers, clients, and third-party providers to resolve queries and progress cases
- Managing ongoing administrative queries and providing effective problem-solving support
- Preparing client valuations and review packs
- Drafting correspondence, managing filing systems, scanning, and general administrative duties
- Providing telephone support with a professional and client-focused approach
- Ensuring all work complies with internal procedures and FCA regulations
- Using Office 365 and bespoke CRM/database systems on a daily basis
- Supporting the wider team where required
About You
- Previous experience in a client services or financial services administration role is highly desirable
- Strong administrative ability with excellent attention to detail and accuracy
Financial Services Administrator in Chipping Norton employer: The Burford Recruitment Company Ltd
Join a dynamic and supportive team in Chipping Norton as a Financial Services Administrator, where your contributions will be valued and recognised. With a strong emphasis on employee development, including a generous training budget and opportunities for personal growth, you will thrive in a collaborative work culture that prioritises client service excellence. Enjoy the benefits of hybrid working, ample holiday, and a commitment to work-life balance, making this an exceptional place to build your career.
Contact Detail:
The Burford Recruitment Company Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Chipping Norton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Financial Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. Make sure you can confidently discuss how your skills align with the responsibilities listed in the job description. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’ve got all the resources you need to make your application stand out, so take advantage of what we offer and get your foot in the door.
We think you need these skills to ace Financial Services Administrator in Chipping Norton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience in client services and administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the key responsibilities listed in the job description.
Showcase Your Skills:We want to see your skills in action! If you have experience with Office 365 or CRM systems, make sure to mention it. Also, highlight any problem-solving examples that demonstrate your client-focused approach.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at The Burford Recruitment Company Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially around investment and pension arrangements. Be ready to discuss any relevant experience you have in these areas, as it shows you're not just a paper pusher but someone who understands the industry.
✨Show Off Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples of how you've managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your attention to detail.
✨Client Service is Key
This position is all about supporting clients and advisers, so be prepared to talk about your approach to client service. Share specific instances where you've resolved queries or provided exceptional support, demonstrating your problem-solving skills and client-focused mindset.
✨Familiarise Yourself with Office 365 and CRM Systems
Since you'll be using Office 365 and bespoke CRM/database systems, it’s a good idea to mention any experience you have with these tools. If you don’t have direct experience, show your willingness to learn and adapt quickly to new software.
