Financial Services Administrator


Up to £26K per year + bonus

(salary dependent on experience)

We are delighted to be working with a Wealth Management company in Banbury who are looking for a Financial Services Administrator to join their growing team.

The company offer an excellent training programme to help you progress, develop and qualify in this field. You will receive a competitive salary and a company bonus.

The role is full-time, Monday to Friday, 9am – 5pm


  • Dealing with all incoming post and prioritising as appropriate.
  • Preparation of client review packs.
  • Processing and submission of client applications.
  • Dealing with client requests for illustrations.
  • Other ad hoc administration duties as required.

Ideally you will have the following experience:

  • Experience administration within a pensions and investments role or working for an IFA.
  • Experience of writing suitability reports.
  • Proven experience of working in a highly compliant environment.
  • Ability to liaise at with clients and other business associates in a professional and courteous manner.
  • Excellent organisational skills and good attention to detail.
  • FS qualifications would be extremely beneficial.

 If you are interested in applying for this role in a professional environment where your qualifications and experience will be valued and rewarded, please apply today. We will need your CV in MSWord format.

Can’t wait to hear from you!

Contact Details

About Us

We are owner managed which means that our focus and commitment to a high quality recruitment service which is honest ethical and effective, is not diluted in its daily execution.

read more

Stay In Touch!

We've just posted a new job on! Click the link for more information and to apply!
I'm recruiting for: Part-time Legal Secretary - Property - Oxford on #lovemondays
I'm recruiting for: IT Sales Executive - Basingstoke - OTE £80k on #lovemondays
We've just posted a new job on! Click the link for more information and to apply!